About this role:

Wells Fargo is seeking a Lead Valuations Coordinator

In this role, you will:

• Possess a strong understanding of marketable securities, financial instruments, and life cycle of a loan.
• Able to use the Knowledge of Security agreements, legal documents required for collateral loans and require a strong understanding of loan documents.
• Work on the concepts of Letter of credit, term loans, Revolving Line of credit, Commitment, and margin calculation of the collateral value.
• Perform operational accounting activities related to account reconcilement and maintenance.
• Ability to liaise with Relationship managers, understand business requirements, apply the risk fundamentals to unstructured scenarios, and deliver tasks accordingly.
• Duties may include providing operational accounting support to internal business groups and/or operations departments ensuring that accounts are being managed within the account policy requirements, analyzing and reviewing accounting documents for accuracy.
• Tracing and investigating transactions to resolve questionable data and applying corrective actions when necessary; preparing various reports using online systems; preparing account reconciliation and certification.
• Performing customer account maintenance duties reviewing taxes.
• Assists and provides guidance to lower-level Operations accounting clerks and specialists with reconciliation of complex problems.
• May have indirect/direct interaction with internal and external clients. Performs complex projects as requested.
• Strong analytical and problem-solving skills with high attention to detail and accuracy.
• The Collateral Borrowing Base Analyst is responsible for analyzing and validating collateral data submitted by clients to determine borrowing base availability. This includes assessing the eligibility of accounts receivable (AR), inventory, and other assets, ensuring compliance with loan agreements, and supporting funding decisions.
• Coordinate with relationship managers and clients for audits and amendments.
• Perform periodic borrowing base calculations and updates.
• Monitor financials and reporting covenants

Required Qualifications:

• 6+ years of Valuations or Lending experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Required Qualifications for Europe, Middle East & Africa only:

• Experience in Valuations, Lending, Underwriting, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• B COM. , M.B.A Finance
• Strong accounting skills,
• Proficient in Microsoft excel

Job Expectations:

• open to all shift hours

Posting End Date:

*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.