Inventory Finance Portfolio Consultant

Wells Fargo

Medina, MN, US
Base: $85,000.00 - $133,000.00 usd annual; bonus/e...
Hybrid
Customer service contact for wholesale loan customers
Develop and maintain professional relationships
Resolve account issues
Wells Fargo is seeking a Distribution Finance Relationship Associate to manage relationships with wholesale loan customers, ensuring timely resolution of account issues and compliance with credit protocols. The ideal candidate should possess at least two years of credit portfolio consulting and customer service experience, along with strong problem-solving and communication skills

Job Summary

  • Serve as the customer service contact for a portfolio of wholesale loan customers and develop/maintain professional relationships with assigned accounts.
  • Ensure timely and accurate resolution of account issues, including billing inquiries, credit line maintenance, order approvals, and website questions.
  • Wells Fargo provides eligible employees with a comprehensive set of benefits, including health benefits, a 401(k) Plan, paid time off, and tuition reimbursement.

Matching Summary

Match Score: 85

Wells Fargo is seeking a Distribution Finance Relationship Associate to manage relationships with wholesale loan customers, ensuring timely resolution of account issues and compliance with credit protocols. The ideal candidate should possess at least two years of credit portfolio consulting and customer service experience, along with strong problem-solving and communication skills.

Salary

Base: $85,000.00 - $133,000.00 USD Annual; Bonus/Equity: Incentive opportunities; Benefits: Comprehensive set of benefits

Skills & Requirements

Must-have

  • Customer service contact for wholesale loan customers
  • Develop and maintain professional relationships
  • Resolve account issues
  • Monitor accounts using portfolio control subsystem
  • Identify potential problem loans

Nice-to-have

  • Drive customer service improvements
  • Build strong customer relationships
  • Strong problem solving skills
  • Attention to detail
  • Ability to make decisions under pressure

Key Requirements

  • 2+ years Credit Portfolio Consulting experience
  • 2+ years customer service experience
  • Collections' experience
  • Bachelor's degree in finance, Business, Economics or related field
  • Proficient PC skills – Microsoft Word and Excel

Work Rights

Not specified

Tailored Resume

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