In this role, you will:
- Research complex financial and credit information for commercial business, or high net worth customer loan packages, according to business unit standards within Commercial Banking Portfolio Management functional area
- Review basic issues, policies, or procedures for which answers can be quickly obtained, related to low to medium risk tasks and deliverables
- Underwrite loans with aggregate credit exposure based upon approved credit authority limits
- Investigate credit standards and determine credit worthiness of high net worth loans
- Receive direction from supervisor and exercise independent judgement while developing understanding of function, policies, procedures, and compliance requirements
- Collaborate and consult with managers, functional colleagues, and stakeholders including internal as well as external customers
Required Qualifications:
- 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Expected to perform quality check, quality assurance, investigation and reporting and closely working with I&P and stateside portfolio management team.
- Have a good understanding of quality assurance process and methodology.
- Undertake Quality checks for Internal triggers calculations, system of records (SOR), credit file archives completed by portfolio managers.
- Complete data quality checks on credit modification reports in accordance with testing plans and aligned to relevant policies, procedures and quality standards.
- Undertake client outreach for financial information and review the information and update SOR.
- Have a good understanding of financial statements including Profit & Loss, Balance Sheet and Cash Flow statement.
- Liaise with portfolio managers, relationship managers, loan specialist team for timely resolution of repairs.
- Complete all quality check activities within the stipulated timeframe to ensure remediation across systems on timely basis.
- Keep up to date to the changes in procedures and guidelines.
- Report the result of testing activities to Senior Stakeholders across Business Units.
- Review basic issues, policies, or procedures for which answers can be quickly obtained, related to low to medium risk tasks and deliverables
- Receive direction from supervisor and exercise independent judgement while developing understanding of function, policies, procedures, and compliance requirements
- Collaborate and consult with managers, functional colleagues, and stakeholders including internal as well as external customers
Job Expectations:
- Graduation degree
- Exhibits a commitment to the company. This position offers a Hybrid work schedule
9 Mar 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.