Credit Portfolio Consultant, Wells Fargo

Wells Fargo

Location:
United States, SAINT LOUIS ▼
CHARLOTTE

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Credit Portfolio Consultant as part of Securities Based Lending Credit Management part of Wealth and Investment Management. In this role, you will work from the first line of defense to provide product support for the Securities Based Lending business, participate in consulting services, identify and assess credit performance, and collaborate with internal partners and stakeholders.

Job Responsibility:

Working from first line of defense to provide product support for the Securities Based Lending business
Participate in consulting services and identify opportunity for providing credit and portfolio expertise
Identify and assess credit performance, as well as potential and emerging risks, and partnering on credit and portfolio strategies within the scope of responsibilities
Review and analyze credit performance or credit portfolio that require research, evaluation, and exercise independent judgment to guide medium risk deliverables
Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in credit consulting services
Collaborate and consult with functional colleagues, internal partners, and stakeholders, including internal or external customers
Work with business partners, provide analytic solutions, and develop strategies to support or negate change recommendations

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
Bachelors college degree preferably in Finance, Accounting, Business Administration or related field
Experience supporting and maintaining wealth credit portfolio management accounts
Ability to provide administrative support, including responding to prospect/customer inquiries and requests for information
Strong analytical skills including analyzing complex data
Solid critical thinking skills
Experience handling complex transactions on multiple systems (BETA)
Intermediate Microsoft Office skills (Teams, Outlook, Excel, Word, PowerPoint)
Tableau experience
Excellent verbal, written, and interpersonal communication skills
Strong data entry and attention to detail skills
Demonstrate a high level of organizational skills, including time and priority management
Ability to develop and manage business relationships
Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management
Solutions-oriented and able to operate within a diverse, fast-paced environment
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Ability to take initiative and work independently with minimal supervision in a structured environment
Strong Customer Service Skills

Nice to have:

Bachelors college degree preferably in Finance, Accounting, Business Administration or related field
Experience supporting and maintaining wealth credit portfolio management accounts
Ability to provide administrative support, including responding to prospect/customer inquiries and requests for information
Strong analytical skills including analyzing complex data
Solid critical thinking skills
Experience handling complex transactions on multiple systems (BETA)
Intermediate Microsoft Office skills (Teams, Outlook, Excel, Word, PowerPoint)
Tableau experience
Excellent verbal, written, and interpersonal communication skills
Strong data entry and attention to detail skills
Demonstrate a high level of organizational skills, including time and priority management
Ability to develop and manage business relationships
Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management
Solutions-oriented and able to operate within a diverse, fast-paced environment
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Ability to take initiative and work independently with minimal supervision in a structured environment
Strong Customer Service Skills

Additional Information:

Job Posted:
August 07, 2025

Expiration:
August 11, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Credit Portfolio Consultant