Inventory Finance Portfolio Consultant

Wells Fargo•Medina, MN

1d•$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 wholesale loan customers and manages assigned accounts, resolving account questions and issues while maintaining professional customer relationships. The consultant monitors portfolio activity and customer compliance, collects amounts due and required credit documentation, identifies potential problem loans, and works proactively with the Team Lead and Operations Manager to address them. The position offers a hybrid work schedule and is not eligible for Visa sponsorship.

Requirements

At least 2 years of Credit Portfolio Consulting experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination.
This position is not eligible for Visa sponsorship.
Affected employees must provide information to the Personal Account Dealing Team and abide by applicable policy requirements regarding outside activities or personal investing.

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.
Strong problem-solving skills and attention to detail.
Excellent written and verbal communication skills.
Ability to articulate thoughts and ideas.
Ability to make decisions under pressure.
Proficiency with PC applications, including Microsoft Word and Excel.

Responsibilities

Serve as the customer service contact for a portfolio of wholesale loan customers.
Develop and maintain professional relationships with assigned accounts.
Ensure timely and accurate resolution of 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.
Proactively manage accounts to ensure customers comply with their approved programs by collecting amounts due and required credit file documentation.
Monitor accounts using the portfolio control subsystem, review reports to identify potential problem loans, and initiate proactive resolution with the Team Lead and Operations Manager.
Build customer relationships as measured through customer surveys.
Follow applicable risk programs, Wells Fargo policies and procedures, and risk and compliance obligations; escalate and remediate issues as appropriate.