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WELLS FARGO BANK
Portfolio Quality Review Business Execution ConsultantWELLS FARGO BANK • CONCORD, California, United States of America
Portfolio Quality Review Business Execution Consultant

Portfolio Quality Review Business Execution Consultant

WELLS FARGO BANK • CONCORD, California, United States of America
30+ days ago
Job type
  • Full-time
Job description
About this role:

Wells Fargo is seeking a...

In this role, you will:
  • Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives
  • Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations
  • Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international business
  • Work independently to make recommendations for support function by providing support and leadership
  • Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience
  • Collaborate and consult with team leaders in developing project plans, policies and procedures
  • Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners
Required Qualifications:
  • 4+ years of Business Execution, Implementation, or Strategic Planning 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 Business Execution, Implementation, or Strategic Planning, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Microsoft Access experience
  • Pricing and Sequence fee knowledge
  • Merchant Processing experience
Job Expectations:
  • Validating fee sequence codes, chaining, funding indicator settings, and maintenance activities.
  • Reviewing and running queries, saving monthly reports, and identifying keying errors.
  • Notifying Account Keyers and Sales Consultant/Management of any keying discrepancies.
  • Maintaining accurate reporting documentation for audit purposes.
  • Project Management, collaborating on New Business Initiatives
The Portfolio Quality Review Specialist is responsible for ensuring the accuracy of specific data sets within our Merchant Services Portfolio. This role involves partnering with Project Management, collaborating on New Business Initiatives with internal teams (Analytics/Technology, Digital Products, PNU, Pricing) and external vendors, as well as managing procedural updates, controls, and audit reviews (RCSA reviews and refreshes). Key responsibilities include:
  • Validating fee sequence codes, chaining, funding indicator settings, and maintenance activities.
  • Reviewing and running queries, saving monthly reports, and identifying keying errors.
  • Notifying Account Keyers and Sales Consultant/Management of any keying discrepancies.
  • Maintaining accurate reporting documentation for audit purposes.
Qualifications:
  • Strong attention to detail and analytical skills.
  • Proficiency in using various systems such as BTD, Merchant Manager, and eMSA.
  • Excellent communication and documentation skills.
  • Ability to work independently and as part of a team.
Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$87,000.00 - $168,000.00
Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
  • 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
Posting End Date:
13 Nov 2025
* Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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Portfolio Quality Review Business Execution Consultant • CONCORD, California, United States of America

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