Lead Valuations Coordinator

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