Credit Portfolio Consultant

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
About this role:
Wells Fargo is seeking a Credit Portfolio Consultant as part of Securities Based Lending Credit Management part of Wealth and Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com .
In this role, you will:

• Working from first line of defense to provide product support for the Securities Based Lending business.
• Participate in consulting services and identify opportunity for providing credit and portfolio expertise
• Identify and assess credit performance, as well as potential and emerging risks, and partnering on credit and portfolio strategies within the scope of responsibilities
• Review and analyze credit performance or credit portfolio that require research, evaluation, and exercise independent judgment to guide medium risk deliverables
• Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in credit consulting services
• Collaborate and consult with functional colleagues, internal partners, and stakeholders, including internal or external customers
• Work with business partners, provide analytic solutions, and develop strategies to support or negate change recommendations

Required Qualifications:

• 2+ years of Credit Portfolio Consulting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Bachelors college degree preferably in Finance, Accounting, Business Administration or related field

• Experience supporting and maintaining wealth credit portfolio management accounts
• Ability to provide administrative support, including responding to prospect/customer inquiries and requests for information
• Strong analytical skills including analyzing complex data
• Solid critical thinking skills
• Experience handling complex transactions on multiple systems (BETA)
• Intermediate Microsoft Office skills (Teams, Outlook, Excel, Word, PowerPoint)
• Tableau experience
• Excellent verbal, written, and interpersonal communication skills
• Strong data entry and attention to detail skills
• Demonstrate a high level of organizational skills, including time and priority management
• Ability to develop and manage business relationships

• Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management.

• Solutions-oriented and able to operate within a diverse, fast-paced environment.
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Ability to take initiative and work independently with minimal supervision in a structured environment
• Strong Customer Service Skills

Posting End Date:
11 Aug 2025
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
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.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.