Portfolio Support Specialist
| Company | Wells Fargo |
|---|---|
| Location | Danbury, CT, USA |
| Salary | $24.38 – $36.59 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- 6+ months of Commercial Valuations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Responsibilities
- 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
Preferred Qualifications
- Data entry experience
- 6+ months of data analysis experience
- Prior collections, customer service and/or retail banking 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
- 6+ months of Commercial Valuations experience
- 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