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., and tax documentation to ensure compliance with repayment terms.

Posted 4/29/2026full-timeChicago • Arizona, California, Connecticut, Illinois, North Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $60,000 - $109,000 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., and tax documentation 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 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
Supply Chain Finance 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

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial auditinginventory auditingfinancial examinationreconciliationproblem solvingmathematical skillsbusiness practicespayment systemsdocumentationcompliance

Soft Skills

communication skillscustomer servicerelationship buildingindependent workteamworkadaptabilityjudgmentnegotiationdecision-makingexpectation setting