Shaan Patel
Financial Collateral Examiner at Wells Fargo
- Role
- Financial Collateral Examination Associate at Wells Fargo
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Shaan Patel
Finance professional with experience in financial audits, accounting analysis, and…
Experience
Financial Collateral Examination Associate
Nov 2024 — Present · Chicago, IL, US
Conducting audits of current and potential borrower’s financial records, reviewing and analyzing large-scale or long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors within Financial Collateral Examination functional area. Daily analysis and reconciliation of balance sheets, bank statements, loan ledgers, inventory reports, and various financial documents. Providing loan deal team with recommendations and findings of client’s financial structure and stability. Traveling to clients to conduct financial audits on site, working alongside financial controllers and CFOs to audit financial standing of company.
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