Inventory Finance Portfolio Consultant

Wells Fargo Bank•Medina, MN

4d•$85,000 - $133,000•Hybrid

About The Position

Wells Fargo is seeking a Distribution Finance Relationship Associate as part of the Business Client Management team. The role serves as a customer service contact for a portfolio of wholesale loan customers and develops and maintains professional relationships with assigned accounts. It ensures timely and accurate resolution of account issues, including billing inquiries, credit line maintenance, order approvals, dealer inventory and payment website questions, and field audit results. The consultant listens to and analyzes dealer feedback to support customer service improvements, and proactively manages accounts to ensure compliance with approved programs through collection of amounts due and required credit-file documentation. The position monitors accounts using the portfolio control subsystem, reviews reports to identify potential problem loans, and initiates proactive resolution with the Team Lead and Operations Manager. Customer relationships are measured through customer surveys. This position offers a hybrid work schedule and is not eligible for visa sponsorship. Specific compliance policies may apply to outside activities or personal investing; affected employees must provide information to Wells Fargo’s Personal Account Dealing Team and follow applicable policy requirements if hired. The stated annual base-pay range for Medina, Minnesota is $85,000–$133,000. Pay may vary based on factors including performance, skills, experience, and work location; employees may also be eligible for incentive opportunities.

Requirements

At least 2 years of Credit Portfolio Consulting experience, or equivalent demonstrated through work experience, training, military experience, or education.
Strong problem-solving skills and attention to detail.
Excellent written and verbal communication skills, including the ability to articulate thoughts and ideas.
Ability to make decisions under pressure.
Proficient PC skills, including Microsoft Word and Excel.
Not eligible for visa sponsorship.
Affected employees must provide information about outside activities or personal investing to Wells Fargo’s Personal Account Dealing Team and abide by applicable policy requirements.

Nice To Haves

At least 2 years of customer service experience.
Collections experience.
Ability to be an integral part of a strong team.
Bachelor’s degree in finance, business, economics, or a related field.

Responsibilities

Serve as the customer service contact for a portfolio of wholesale loan customers.
Develop and maintain professional relationships with assigned accounts.
Resolve account issues promptly and accurately, including billing inquiries, credit line maintenance, order approvals, dealer inventory and payment website questions, and field audit results.
Gather and analyze dealer feedback to drive customer service improvements.
Manage accounts proactively to ensure customers comply with approved programs by collecting amounts due and required credit-file documentation.
Monitor accounts using the portfolio control subsystem and review reports to identify potential problem loans.
Initiate proactive resolution of potential problem loans with the Team Lead and Operations Manager.
Build customer relationships as measured through customer surveys.
Follow applicable Wells Fargo policies and procedures and fulfill risk and compliance obligations.