Portfolio Support Specialist, Wells Fargo

Wells Fargo

Location:
United States, Danbury

Category:
Banking

Contract Type:
Employment contract

Salary:

25.96 - 34.13 USD / Hour

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Job Description:

Wells Fargo is seeking a Portfolio Support Specialist within our Commercial Banking group. This is a great opportunity to work with one of the top commercial banking lenders in the U.S.

Job Responsibility:

Processing, monitoring, and examining client collateral information on asset based loans
Receiving and verifying sales journals and collateral reports
Resolving customer problems and questions
Performing routine administrative tasks
Posting and reconciling sales and accounts receivable adjustments
Reconciling cash reported to cash received
Investigating and resolving customer inquiries
Reviewing accounts receivable aging information
Sending verifications to confirm balances
Receiving, processing, and posting advance requests
Interacting with immediate Commercial Valuations team and internal/external customers

Requirements:

6+ months of Commercial Valuations experience or equivalent demonstrated through work experience, training, military experience, or education
6+ months of data analysis experience
Prior collections, customer service and/or retail banking experience
Data entry experience
Bachelor's degree in either Finance, Accounting or Economics
Basic knowledge and understanding of accounting
Basic Microsoft Office skills
Good analytical skills with high attention to detail and accuracy
Excellent verbal, written, and interpersonal communication skills
Ability to work effectively in a team environment
Strong MS Office skills with a particular emphasis on MS Excel

Nice to have:

6+ months of data analysis experience
Prior collections, customer service and/or retail banking experience
Data entry experience
Bachelor's degree in either Finance, Accounting or Economics
Basic knowledge and understanding of accounting
Basic Microsoft Office skills
Good analytical skills with high attention to detail and accuracy
Excellent verbal, written, and interpersonal communication skills
Ability to work effectively in a team environment
Strong MS Office skills with a particular emphasis on MS Excel

What we offer:

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance
Critical illness insurance
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 02, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Portfolio Support Specialist