Inventory Finance Portfolio Consultant

Wells Fargo Bank•Medina, MN

2d•$85,000 - $133,000•Hybrid

About The Position

About this role: Wells Fargo is seeking a Distribution Finance Relationship Associate as part of the Business Client Management team. Learn more about the career areas and lines of business at wellsfargojobs.com . In this role, you will: Serve as the customer service contact for portfolio of wholesale loan customers Develop and maintain a professional relationship with assigned accounts Ensures timely and accurate resolution of account issues such as: billing inquiries, credit line maintenance, order approvals, dealer inventory and payment website questions and field audit results. Listen, gather and analyze dealer feedback to drive customer service improvements Proactively manage accounts by ensuring each customer is in full compliance with their approved program via collection of amounts due and required credit file documentation. Monitor accounts through the use of portfolio control sub system; review various reports to identify potential problem loans and initiate proactive resolution with Team Lead & Operations Manager. Build a relationship with the customer as measured through Customer Surveys.

Requirements

2+ years of Credit Portfolio Consulting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
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.
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.
Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Nice To Haves

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 related field
Strong problem solving and attention to details
Excellent written and verbal communication skills. Ability to articulate thoughts and ideas.
Ability to make decisions under pressure
Proficient PC skills – Microsoft Word and Excel.

Responsibilities

Serve as the customer service contact for portfolio of wholesale loan customers
Develop and maintain a professional relationship with assigned accounts
Ensures timely and accurate resolution of account issues such as: billing inquiries, credit line maintenance, order approvals, dealer inventory and payment website questions and field audit results.
Listen, gather and analyze dealer feedback to drive customer service improvements
Proactively manage accounts by ensuring each customer is in full compliance with their approved program via collection of amounts due and required credit file documentation.
Monitor accounts through the use of portfolio control sub system; review various reports to identify potential problem loans and initiate proactive resolution with Team Lead & Operations Manager.
Build a relationship with the customer as measured through Customer Surveys.