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Lead Credit Portfolio Consultant

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Charlotte

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

119000.00 - 224000.00 USD / Year

Job Description:

The role involves supporting Commercial Banking through hands-on oversight of data processes and data remediation activities, ensuring integrity and accuracy of data across lending systems.

Job Responsibility:

  • Oversee and perform daily operations related to: Commitment to Commit (CTC), 14M Portfolio Monitoring and Reporting, Streamlined Elastic Workflow Assistant (SEWA), Commercial Banking Email Box Issues Management
  • Act as a working lead and a backup for all functions within scope, ensuring continuity and consistency of service
  • Serve as a Data Steward, ensuring data quality, compliance, and remediation across systems of origin and systems of record
  • Collaborate with Application Business Owners, Data Defect, Control Monitoring to support system changes, enhancements, and ensure accurate reflection of business processes
  • Participate in system conversion initiatives and User Acceptance Testing (UAT) to validate business requirements
  • Assess and document downstream impacts of system changes on reporting and analytics
  • Maintain and update data dictionaries, desktop procedures, and documentation related to data element usage
  • Conduct data monitoring routines, research and resolve data deficiencies, and support remediation efforts
  • Represent the business in data initiatives, audits, and control reviews
  • Drive process improvements and standardization across credit portfolio operations and data governance activities

Requirements:

5+ years of Credit Consulting Portfolio experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice to have:

  • Strong understanding of Commercial Banking data and lending systems
  • Proven ability to manage multiple priorities and provide support to more junior team members
  • Excellent problem-solving, analytical, and communication skills
  • Experience supporting system changes and performing UAT
  • 4+ years of experience in data management and governance
  • Familiarity with risk and regulatory reporting frameworks
  • Experience with data quality principles and remediation strategies
  • Ability to collaborate with cross-functional teams including LOB leaders, ABOs, control group, reporting teams, and technology partners
  • Familiarity with SQL, writing macros, utilizing Power BI, Tableau, or data querying tools
  • Working knowledge of WCDIR and iHub
What we offer:
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Additional Information:

Job Posted:
October 01, 2025

Expiration:
October 09, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
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