Bethany Burch
Portfolio Managment Analyst at Wells Fargo
- Role
- Portfolio Managment Analyst at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Portfolio Managment Analyst
Jan 2017 — Present
Currently work in Corporate and Investment Banking, specifically Corporate Debt Finance (CDF). Monthly I perform quality checks on the Collateral Manager Reports we receive in from our clients. Additionally, I work with our KYC Team and clients to collect all legal documents needed for AML regulation. I assist in risk assessments of the collateral held within our client\'s portfolio on a quarterly basis. I work with a team to meet our Basel deadlines on a quarterly basis. Quarterly and annually I perform audits on our custodians to verify the legal documentation needed for collateral held within our portfolios is meeting our contracted agreements with our Borrowers. I assist CDF\'s credit officer and Head of Portfolio Managment edit/update business process risk managment flow charts, manuals, etc. Also, I perform adhoc projects as needed- for example, create presentations presented to Federal Auditors for CDF
Education
UNC Charlotte Belk College of Business
Finance, Finance, General
2011 — 2015
Skills
- Microsoft Word
- Customer Service
- Accounts Payable
- Microsoft Excel
- Powerpoint
- Accounting
- Access Database
- Outlook
- Management
- Social Media
- Sales
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