Financial Collateral Examination Associate

Wells Fargo

. Primary focus is to review and audit financial records such as bank statements, bills of sale, trial balances, etc.

Posted 4/24/2026full-timeCharlotte • Florida, North Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $60,000 - $91,000 per yearWebsite

About the role

Key responsibilities & impact

Primary focus is to review and audit financial records such as bank statements, bills of sale, trial balances, etc. to ensure compliance with repayment terms
When necessary, you may have to physically inspect inventory and assess the condition to confirm the collateralized position
Reconcile discrepancies with the customer and document details to support the final financial review and inventory inspection results
Build relationships with customers through setting expectations, answering questions, providing support with payment systems, and raising customer growth inquiries to our commercial and portfolio teams
Communicate with manager, account manager, and peers to resolve issues and escalate risks
Exercise judgement in determining the cause of discrepancies.

Requirements

What you’ll need

6+ months of Supply Chain Finance Financial Examiner experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
6+ months of auditing experience (for example, inventory auditing in restaurant or retail industries)
6+ months of customer service experience
Ability to work independently and in a team environment
Able to anticipate and adapt to rapidly changing, growth-oriented environment
Good verbal and written communication skills
Outstanding problem solving and decision-making skills
Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
Proficient knowledge of business practices and processes
Ability to work with limited supervision
Ability to negotiate with customers to obtain necessary documentation
Strong problem solving and mathematical skills.

Benefits

Comp & perks

May be considered for a discretionary bonus
Restricted Share Rights or other long-term incentive awards
Hybrid work schedule - 4 days in the office and 1 day remote

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial auditinginventory auditingreconciliationproblem solvingmathematical skillscustomer servicebusiness practicespayment systemscompliancefinancial review

Soft Skills

communication skillsjudgmentadaptabilityteamworkindependencenegotiationrelationship buildingdecision-makingexpectation settingsupport