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In this role, you will:
Manage customer inquiries, payment performance and disputes
Provide support regarding portfolio payment performance, potential or emerging risks in conformity with business risk appetite and policies and procedures
Make decisions and resolve issues to meet business objectives
Interpret policies, procedures and compliance requirements
Receive direction from supervisors and exercise independent judgment while developing understanding of the portfolio management responsibilities and the credit functions, analytical tools, policies, procedures and compliance requirements.
Collaborate and consult with managers, functional colleagues, and stakeholders to meet customer and business needs, minimize portfolio risk, and maintain compliance with policies.
Daily account management and prioritization of a wide range of tasks
Escalate risk concerns to management timely, making recommendations on what actions are necessary to reduce risk.
Participate in less complex consulting services and identify opportunity for providing credit and portfolio expertise
Identify and assess account performance, as well as potential and emerging risks, and partnering on credit and portfolio strategies within the scope of responsibilities
Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in portfolio management
Required Qualifications:
2+ years of Portfolio Management/Customer Service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
4-year college degree preferably in Finance, Accounting, Business Administration or related field
Inventory Finance experience
Commercial Banking experience
Strong Customer Service Skills
Experience working with multiple stakeholders
Job Expectations:
Posting may come down early based on applicant volume
This position is not eligible for Visa sponsorship
This position offers a hybrid work schedule
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
May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards
Pay Range
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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