Lead Financial Collateral Examination Specialist, Wells Fargo

Wells Fargo

Location:
United Kingdom, City of London

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

In this position, you will be part of a specialist team that plays a key role in assessing and safeguarding the bank’s secured lending portfolio. The role involves conducting financial collateral examinations at client sites, offices, and operational facilities. This includes reviewing receivables, inventory, financial statements, and commercial collateral. You will work directly with a wide range of businesses across varied industries, providing analysis that supports sound lending decisions. The position combines detailed financial review with regular client interaction and requires travel to client locations across the UK. There is no fixed travel pattern, but the work typically includes several days each week on-site with clients, followed by home-based working.

Job Responsibility:

Lead the most complex field examinations of current and potential borrowers’ financial records, including receivables, inventory, financial statements, and other commercial collateral
Take ownership of complex initiatives, including cross-functional projects with broad organisational impact
Participate in strategic planning for the Financial Collateral Examination function
Review and analyse complex, multi-faceted, large-scale or long-term business, operational, or technical challenges requiring in-depth evaluation of multiple factors, including intangible and unprecedented considerations
Make informed decisions in complex situations using a strong understanding of the Financial Collateral Examination function, relevant policies, procedures, and compliance requirements, leading teams to meet deliverables and drive forward new initiatives
Collaborate with colleagues, peers, and managers to resolve issues, share best practice, and achieve business goals
Lead projects within the Financial Collateral Examination function and act as a peer mentor

Requirements:

Direct experience of Financial Collateral Examination (within an Invoice Discounting, Valuation Appraisals, or ABL environment), demonstrated through one or a combination of: work experience, training, military experience, or education
Commercial audit and accounting experience, ideally with extensive exposure to complex reviews and analysis

Nice to have:

Accountancy or similar business-related qualification, or practical experience in general ledger, accounts preparation, and financial reporting
Experience working across multiple industries and adapting to varied client environments
A valid driving licence and access to a car for travel to client sites

Additional Information:

Job Posted:
August 12, 2025

Expiration:
August 26, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Lead Financial Collateral Examination Specialist