Credit Portfolio Consultant 3

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message.  In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application. 

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth & Investment Management, or WIM, is one of the United States’ leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients’ unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:

• Building enduring client relationships through sound, thoughtful, and objective advice
• Developing individualized plans for clients to help meet their financial objectives
• Helping clients build, manage, preserve, and transition their financial resources and wealth

WIM serves clients through the following businesses:

• Wells Fargo Private Bank serves high-net-worth individuals and families.
• Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers. 
• Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.

Through Wells Fargo Private Bank, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.

As a financial analyst on the Insurance Credit Analysis Group (ICAG) team, you will be responsible for reviewing statutory financial statements for new potential insurance company relationships and provide ongoing financial/analytical monitoring of a portfolio of insurance entities where relationships already exist. The ICAG supports a dozen businesses across Wells Fargo to provide decision making and serve as a subject matter expert around insurance company solvency risk for P&C and life/annuity carries. The primary focus of our work is from a policyholder perspective which necessitates analysis of the statutory financial results of the operating companies under consideration. The scope of our work includes both retail and institutional work.  

Within the Wells Fargo Risk Management framework we are a key control in the management and oversight of insurance company solvency risk. We utilize a host of third party vendors and technology tools to complete the work. The ICAG is responsible for a strong governance framework within which decisions are made and communicated to key stakeholders. 

• 6+ years of experience in one or a combination of the following: account relationship management, credit analysis, credit underwriting management, or risk experience demonstrated through work or military experience

• A BS/BA degree or higher in accounting, finance, or economics
• A BS/BA degree or higher in business or management
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Excellent analytical skills
• Advanced Microsoft Excel skills
• Facilitation skills, including ability to facilitate decision-making and broker agreements amongst diverse, differing, and/or conflicting perspectives/priorities
• Excellent verbal, written, and interpersonal communication skills
• Strong attention to detail and accuracy skills

• Financial or Insurance designations such as CPCU, CIC, CLU, CFA, etc. 
• Experience analyzing statutory financial statements of insurance companies (P&C and/or Life)
• Familiarity with S&P Global Market Intelligence Pro + (fka SNL) tools, templates, etc.
• Familiar with share-point design/layout
• Experience with models and model risk
• Expertise with SAS programming
• Prior work experience in insurance - property casualty and/or life/annuity sectors
• Familiar with insurance products/services
• Familiar with reinsurance concepts
• Education/experience in accounting/finance/economics/actuarial science
• Ability to work in a collaborative environment in a manner consistent with Wells Fargo's vision and values
• Ability to work with large data sets
• Ability to interpret large amounts of data and distill it into actionable overall perspective
• Eager to learn new tasks
• Embrace a strong work ethic and be willing to be accountable
• Driven to excellence in terms of work product and service
• Values the success of the team over success of self
• Enjoys technical/financial analytical work

• Ability to work additional hours as needed
• Ability to travel up to 5% of the time

NC-Charlotte: 401 S Tryon St - Charlotte, NC

• All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.
  
  Relevant military experience is considered for veterans and transitioning service men and women.
  Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Benefits
 

Visit https://www.wellsfargo.com/about/careers/benefits for benefits information.