Financial Collateral Examination Associate

Wells Fargo

Supply Chain Finance Financial Examiner ensuring compliance with financial records and auditing processes. Building customer relationships and resolving discrepancies in financial documents.

Posted 6/11/2026full-timeMinneapolis • Colorado, Minnesota • 🇺🇸 United StatesJuniorMid-Level💰 $66,000 - $100,000 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

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial auditinginventory auditingfinancial examinationreconciliationproblem solvingmathematical skillsbusiness practicespayment systemscustomer service

Soft Skills

communication skillsjudgmentadaptabilityteamworkindependencenegotiationdecision-makingrelationship buildingexpectation setting