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Wells Fargo

Senior Credit Portfolio Consultant

Reposted 4 Days Ago
Be an Early Applicant
Hybrid
5 Locations
87K-154K Annually
Senior level
Hybrid
5 Locations
87K-154K Annually
Senior level
About this role:
Wells Fargo is seeking a Senior Credit Portfolio Consultant to support Commercial Banking through hands-on oversight of data process and data remediation activities. This role ensures the integrity and accuracy of data across lending systems, supports reporting the data, and acts as a backup across multiple functions. The ideal candidate will be detail-oriented, collaborative, and proactive in identifying and resolving issues.
In this role, you will:
  • Oversee and perform daily operations related to:
    • Data Quality (DQ) document collection, including review and remediation requests via DQ Intake Tool
    • Research and remediate data issues and exceptions identified in Enterprise and Commercial Banking level testing activities
    • Streamlined Elastic Workflow Assistant (SEWA)
    • Execute data quality process the ensure policy adherence
    • Resolve moderately complex data issues
  • Drive process improvements and standardization across credit portfolio operations and data governance activities.
  • Assist a team to meet deliverables while leveraging solid understanding of credit products, programs, or related policies
  • Lead projects, teams, or serve as a mentor for less experienced staff
  • Serve as a Data Steward, ensuring data quality, compliance, and remediation across systems of origin and systems of record.
  • Collaborate with Application Business Owners, Data Defect, Control Monitoring to support system changes, enhancements, and ensure accurate reflection of business processes.
  • Participate in system conversion initiatives and User Acceptance Testing (UAT) to validate business requirements.
  • Represent the business in data initiatives, audits, and control reviews.
Required Qualifications:
  • 4+ years of Credit Consulting Portfolio experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • 4+ years of Data Process and Remediation or related experience
  • Strong understanding of Commercial Banking data, particularly across lending systems of origination and systems of record (AFS, Loan IQ, AIMS, LUCAS, CDA/ICMP, nCino, FileNet, InfoLease, CHOICE, others).
  • Knowledge of risk and regulatory reporting frameworks and requirements.
  • Knowledge of commercial loan documentation
  • Strong Excel Skills (Macros, Pivots, VLookup, reconciliation, etc.)
  • Engineer new data features to enhance in-house datasets, converting manual process into automated or semi-automated process.
  • Strong collaboration skills with experience partnering with Application Business Owners, data warehouse teams, and business process owners.
  • Experience mapping manual processes and identifying automation opportunities
  • Effective communicator with the ability to present findings, influence stakeholders, and advocate for data-driven decision-making.
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
  • Ability to travel up to 10% of the time
  • #commercialbanking
Locations:
  • 550 South Tryon Street - Charlotte, North Carolina 28202
  • 401 Las Colinas Blvd W - Irving, Texas 75039
  • 600 South 4th Street- Minneapolis, Minnesota 55415
  • 2700 South Price Road - Chandler, Arizona 85286
  • 4101 Wiseman Blvd. Bldg. 307 - San Antonio, Texas 78251
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$87,000.00 - $154,000.00
Benefits
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
Posting End Date:
5 Mar 2026
* 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.
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.

Top Skills

Afs
Aims
Cda/Icmp
Choice
Dq Intake Tool
Excel (Macros
Filenet
Infolease
Loan Iq
Lucas
Ncino
Pivots
Streamlined Elastic Workflow Assistant (Sewa)
Vlookup)

Wells Fargo Charlotte, North Carolina, USA Office

355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202

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