Credit Portfolio Associate

$60,800 - $108,200/Yr

Wells Fargo - Hoffman Estates, IL

Full-time - Entry Level

Hoffman Estates, IL

Credit Intermediation and Related Activities

About the position

Wells Fargo is seeking a Distribution Finance Relationship Associate to join the Business Client Management team. This role focuses on providing customer service to a portfolio of wholesale loan customers, ensuring timely resolution of account issues, and maintaining professional relationships with assigned accounts. The associate will proactively manage accounts, monitor compliance, and drive customer service improvements based on dealer feedback.

Responsibilities

• Serve as the customer service contact for a portfolio of wholesale loan customers.
• Develop and maintain professional relationships with assigned accounts.
• Ensure timely and accurate resolution of account issues such as billing inquiries, credit line maintenance, order approvals, dealer inventory, and payment website questions.
• Listen, gather, and analyze dealer feedback to drive customer service improvements.
• Proactively manage accounts by ensuring compliance with approved programs via collection of amounts due and required credit file documentation.
• Monitor accounts using portfolio control sub system; review reports to identify potential problem loans and initiate proactive resolution with Team Lead & Portfolio Manager.
• Build relationships with customers as measured through Customer Surveys.

Requirements

• 6+ months of Credit Portfolio Consulting experience, or equivalent demonstrated through work experience, training, military experience, or education.

Nice-to-haves

• 1+ years of customer service experience
• 1+ years of collections experience
• Ability to be an integral part of a strong team
• Strong problem solving and attention to details
• Excellent verbal, written, and interpersonal communication skills
• Commercial floorplan finance experience
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
• Strong time management skills and ability to meet deadlines
• Strong organizational, multi-tasking, and prioritizing 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