Wells Fargo Portfolio Execution Specialist in Charlotte, North Carolina
Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as 'Personal Cell' or 'Cellular' in the contact information of your application.
At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wholesale Banking provides financial solutions to businesses across the United States and globally. Our four major business lines include Corporate & Investment Banking, Commercial Banking, Commercial Real Estate, and Wells Fargo Commercial Capital. We also have groups in credit risk, group risk, finance, marketing, human relations, and the Wholesale Chief Operating Office that support our businesses.
Middle Market Portfolio Services has an exciting opportunity for a Portfolio Execution Specialist to join our Government and Institutional Banking (GIB) Local Government team.
The Portfolio Execution Specialist will be responsible for the daily management of the portfolio execution support function for assigned relationships. Responsible for a variety of pre-close and post-close activities for commercial loans in support of credit and risk management. Responsibilities include: coordinating receipt and routing of financial information; aspects of loan closings; performing customer, loan and regulatory diligence; on-going portfolio maintenance; accurately evaluating and uploading data into the banks systems of record; ensuring compliance with all bank policies, procedures and regulatory requirements; may review loan related documents; may provide guidance and training to other team members. Individual contributor generally recognized as a subject matter expert in one or more areas.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
- 3+ years of commercial loan closing experience, commercial loan administration experience, or a combination of both
Commercial loan documentation, preparation, or review experience
Intermediate Microsoft Office (Word, Excel, and Outlook) skills
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Strong analytical skills with high attention to detail and accuracy
Excellent verbal, written, and interpersonal communication skills
Effective organizational, multi tasking, and prioritizing skills
Ability to work in a fast-paced deadline driven environment
Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
Other Desired Qualifications
Knowledge and understanding of credit policy, compliance, monitoring, and documentation requirements
Experience with commercial or specialty group banking products and the credit practices/operating risks associated with them
All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.
Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.
Company: Wells Fargo
Req Number: 5557015-5
Updated: 2020-11-29 23:30:36.681 UTC