Expoint – all jobs in one place
מציאת משרת הייטק בחברות הטובות ביותר מעולם לא הייתה קלה יותר
Limitless High-tech career opportunities - Expoint

Wells Fargo CREDIT PORTFOLIO CONSULTANT 
United States, North Carolina, Charlotte 
43553251

Today


In this role, you will:

  • Examine current state CRE lending processes to drive opportunities for improvement and leverage existing CIB infrastructure
  • Identify opportunities for uniformity and optimization of roles across CRE; must have the ability to “close the gaps” in communication across the total portfolio
  • Support the adoption of a single platform to create consistent/ideal process workflows with enhanced controls
  • Collaborates with key stakeholders to foster underwriting, closing and portfolio management standardization, especially with complex transactions and syndications
  • Leverage best practice workflows, increase efficiency and consistency, reduce processing time to ensure uniformity across CRE


Required Qualifications:

  • 2+ years of Credit Portfolio Consulting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • 2+ years of commercial real estate lending experience
  • Ability to assess operational inefficiencies and design scalable, streamlined processes that enhance productivity and align with strategic business goals
  • Strong analytical skills with high attention to detail and accuracy
  • Excellent communication skills and ability to articulate complex material to a diverse audience
  • Experience conducting project meetings, presentations and status reporting
  • Ability to thoroughly analyze credit policy and process on an independent basis and communicate findings in a concise manner
  • Experience consulting, influencing and partnering with business executives and senior leadership

Job Expectations:

  • Ability to travel up to 20% of the time

  • Willingness to work on-site in accordance with current office requirements

  • Ability to work additional hours as needed

  • This position may require you to meet FINRA registration requirements, which states that Associated Persons (AP) cannot be subject to statutory disqualification, in addition to regulatory and compliance requirements, including successful completion of criminal and regulatory checks and disclosure reviews.

  • Required locations listed above. Relocation assistance is not available for this position.
  • This position is not eligible for Visa sponsorship.

Posting Locations:

  • 550 South Tryon St, Charlotte, North Carolina 28202

31 Jul 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.