Wells Fargo Portfolio Support Specialist 

United States, Connecticut, Danbury 

806087443

Excellent entry level opportunity for a recent college graduate to start their career in Commercial Banking. This Portfolio Support Specialist position is responsible for processing, monitoring, and examining contract information on asset-based leases and loans. Duties include reconciling and adjusting accounts, analyzing contracts, data entry, invoicing and collecting on accounts, investigating and resolving customer inquiries, assisting account managers with resolution of delinquent accounts, collateral reporting, special projects and other related duties as required.​

In this role, you will:

• Be responsible for processing, monitoring, and examining client collateral information on asset based loans, including all stages, from the receipt and verification of sales journals, collateral reports, to the resolution of customer problems and questions

• Perform routine administrative tasks, posting and reconciling sales, and accounts receivable adjustments, reconciling cash reported to cash received, investigating, and resolving customer inquiries, reviewing accounts receivable aging information, sending verifications to confirm balances, and receiving, processing, and posting advance requests

• Regularly receive direction from supervisor and escalate questions and issues to more senior roles within Commercial Valuations functional area

• Interact with an immediate Commercial Valuations team on basic information, as well as internal and external customers

Required Qualifications:

• 6+ months of Commercial Valuations experience , or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Data entry experience

• 6+ months of data analysis experience

• Prior collections, customer service and/or retail banking experience

• Bachelor's degree in either Finance, Accounting or Economics

• Basic knowledge and understanding of accounting

• Basic Microsoft Office skills

• Good analytical skills with high attention to detail and accuracy

• 6+ months of Commercial Valuations experience

• Excellent verbal, written, and interpersonal communication skills

• Ability to work effectively in a team environment

• Strong MS Office skills with a particular emphasis on MS Excel

Job Expectations:

• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

• This position is not eligible for Visa sponsorship.

• Location: This position must sit at the location of 83 Wooster Heights Danbury, CT

• Hybrid schedule, 4 days in the office 1 day remote

• Posting may come down early based on applicant volume

• Hourly wage for the state of

Pay Range

$24.38 - $36.59

14 Apr 2025

Wells Fargo Recruitment and Hiring Requirements:

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