Name: Kenya
Position: Relationship Manager, Real Estate Group
Location: Los Angeles
Education: BS in Business Administration from USC
Program: Real Estate

How did the financial analyst program prepare you for your current role?

My job is accounting intensive. A big part of it involves understanding financial statements and determining whether the customer is worthy of Wells Fargo’s money. You take a lot of accounting courses, and learn how to apply them to the work you do every day. You do case studies, and learn how the bank looks at credit. The program taught me how to understand credit, and whether a borrower is going to be a good customer for us. Wells Fargo lends them millions of dollars, so understanding that is crucial.

Why did you choose Wells Fargo?

I chose Wells Fargo because they have a great reputation for training their employees and being employee-focused. They believe happy employees make happy customers.

What do you like about your job?

I like that it’s a balance of communication, sales skills, and analytical skills. I get to help bring in new deals to our group and work with existing customers to do new deals. I also get to do the underwriting and the analysis for those deals.

What type of training and mentoring have you received?

Training has been extensive. I’ve essentially been in training off and on for the last two years. The Financial Analyst Program (FAP) involved 24 months of training both on the job and out of the office. Once I completed the 24-month FAP Program, I was admitted to the Credit Management Training Program, which is a six-month credit training program located in San Francisco. That involved an accounting intensive, and many case studies that taught me the fundamentals of Wells Fargo’s credit philosophy. I also took classes in law, sales, and negotiations and got to meet many of the senior executives at the bank.

What’s surprised you about working at Wells Fargo?

It didn’t feel like what I thought a big bank would feel like. Top to bottom, everybody feels employees come first, that you should feel comfortable in your work environment, and if you don’t feel comfortable, you should speak up.

What should students considering joining Wells Fargo know?

There are many different career paths you can take within the bank. You can change your mind and do something else. You’re encouraged to try different things.

What are you working on now?

I’m currently working on a multi-million dollar real estate loan. I’ve been working on underwriting the loan — getting ready to get it approved. Once that’s done we can close and fund the loan. We only have three weeks to do it, so I’m pretty busy.
 
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