About This Role
Wells Fargo is seeking a Senior Valuations Coordinator (S3) to join our Borrowing Base team as an individual contributor
- The ideal candidate will have 5+ years of experience in Collateral operations, with a robust grasp of financial lending documentation and the ability to work independently. Familiarity with Borrowing Base processes is a plus.
- This role requires strong analytical thinking, comprehension, and attention to detail.
- The selected candidate will be responsible for determining accurate Borrowing Base amounts for borrowers, ensuring alignment with credit agreements and financial documentation standards.
- The expectation is to scale up as an SME within 90 days, becoming a key resource for complex valuation tasks and stakeholder interactions
In this role, you will:
- Independently analyze borrower accounts to determine accurate Borrowing Base amounts.
- Review and interpret financial lending documents including Credit Agreements, Borrowing Base Certificates, Field Exam Reports, CCAMs, and other relevant materials.
- Ensure compliance with internal policies and regulatory requirements while maintaining high standards of accuracy.
- Collaborate with US-based stakeholders to meet client SLAs and resolve account-level queries.
- Prepare and present insights using Excel and PowerPoint, supporting reporting and decision-making processes.
- Act as a subject matter expert (SME) for valuation-related queries and support accuracy investigations within the workflow.
- Maintain documentation and audit trails for valuation decisions and borrower submissions.
- Bring innovation and process improvements based on prior experience, contributing to enhanced efficiency and accuracy in valuation workflows.
- Job Expectations:
- Demonstrate ownership and accountability in delivering accurate and timely BB submissions.
- Proven ability to challenge the status quo, drive innovation, and generate actionable insights to improve processes and outcomes.
- Exhib