Portfolio Support Specialist

Portfolio Support Specialist

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. Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Be responsible for processing, monitoring, and examining client collateral information on asset based loans, including all stages, from the receipt and verification of sales journals, collateral reports, to the resolution of customer problems and questions
• Perform 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, and receiving, processing, and posting advance requests
• Regularly receive direction from supervisor and escalate questions and issues to more senior roles within Commercial Valuations functional area
• Interact with an immediate Commercial Valuations team on basic information, as well as internal and external customers

Required Qualifications:

• 6+ months of Commercial Valuations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 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

Job Expectations:

• This position is not eligible for Visa sponsorship
• This position offers a hybrid work schedule
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Location: 83 Wooster Hts - Danbury, CT 06810

Pay Range: $25.96 - $34.13

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• 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

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Wells Fargo maintains a drug-free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

• Third-party recordings are prohibited unless authorized by Wells Fargo.
• Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.