1+ months

WFCF Rel Consultant

Shanghai, VA 23110
  • Job Code
About the Role

The Account Management Team Leader (AMTL) will report directly to the CDF China Risk Leader. The primary role is to minimize losses whilst maximizing Vendor utilization & Dealer service through effective management of assigned Dealer Portfolio. The AMTL will work closely with Underwriting, Commercial, Portfolio Control, Field Audit and Operations to ensure the smooth delivery of Risk Controls & Customer Service in accordance with CDF SOPs & Procedures.

Additionally, the role will be responsible for managing and developing a small team of Account Managers. The role will be based in Shanghai


  • Managing a daily workflow (Portfolio Control System) to promptly address delinquencies on customer accounts to ensure CDF remain secure and minimize the need for management interventions.
  • Managing delinquent accounts to ensure CDF remains secure and if necessary up to the point of repossession or other enforcement action.
  • Minimizing losses through early identification of problem accounts.
  • Support Problem loan workout and litigation processes with in house & external legal counsel.
  • Collection of Vendor charges to ensure prompt settlement
  • Dealing with rejected invoices, either received manually or through the Electronic Data Interchange (EDI) between CDF and its customers
  • Managing Pending approvals for timely resolution and processing of increased credit line requests
  • Dealing with credit note and customer payment queries to ensure dealer accounts are fully reconciled
  • Focus on providing good external and internal customer service
  • Complaints process to ensure the customer is treated fairly
  • Prompt completion of workflows to ensure compliance and dealer accounts are fully reconciled.
  • Responsibility for all Know Your Customer/Anti-Money Laundering control procedures.
  • Oversight on for deal onboarding procedures including legal & regulatory filings, condition fulfillment.
  • Where required, work with other Functions, i.e. Capital Markets and Underwriting on more complex risk participation or refactoring structures
  • Reconciliation of customer submitted collateral reports such as Receivable Ledgers and Inventory reports
  • Escalating issues promptly to line management
  • Following Policy/Procedure/SOPs/Desk Top Manuals to ensure company practice and standards are maintained
  • Identifying/reporting and helping to resolve any Operational Risk issues
  • Help to drive & implement system & process improvements/simplification
  • Ensuring AMs are proactively managing their portfolios and meeting or exceeding KRIs & metrics including but not limited to resolving workflow items in Portfolio Control System, completion of waivers and refunds on time and resolution of customer queries.
  • Perform other Business Projects and tasks set by Risk Management
  • Support cross functional training and best practice within the AM team
  • Support Commercial with ad hoc reporting/tasks/meetings as required
  • Prompt completion of all CDF Learning tasks to ensure practice and compliance are current.



  • Customer Service
  • Financial Services
  • Sales / Business Development

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WFCF Rel Consultant

Wells Fargo
Shanghai, VA 23110

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Wells Fargo
Shanghai, VA

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