Financial Collateral Examination Associate
Wells Fargo is seeking a Supply Chain Finance Financial Examiner within Commercial Banking. The role involves reviewing and auditing financial records to ensure compliance with repayment terms, inspecting inventory, and building customer relationships to support financial reviews.
Responsibilities
- Primary focus is to review and audit financial records such as bank statements, bills of sale, trial balances, etc., and tax documentation to ensure compliance with repayment terms
- When necessary, you may have to physically inspect inventory and assess the condition to confirm the collateralized position
- Reconcile discrepancies with the customer and document details to support the final financial review and inventory inspection results
- Build relationships with customers through setting expectations, answering questions, providing support with payment systems, and raising customer growth inquiries to our commercial and portfolio teams
- Communicate with manager, account manager, and peers to resolve issues and escalate risks
- Exercise judgement in determining the cause of discrepancies
Skills
- 6+ months of Finance Financial Examiner experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 6+ months of auditing experience (for example, inventory auditing in restaurant or retail industries)
- 6+ months of customer service experience
- Supply Chain Finance Experience
- Ability to work independently and in a team environment
- Able to anticipate and adapt to rapidly changing, growth-oriented environment
- Good verbal and written communication skills
- Outstanding problem solving and decision-making skills
- Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
- Proficient knowledge of business practices and processes
- Ability to work with limited supervision
- Ability to negotiate with customers to obtain necessary documentation
- Strong problem solving and mathematical skills
Benefits
- 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
- May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards
- Employees may also be eligible for incentive opportunities
Company Overview