Commercial Banking Portfolio Coordinator

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About this role:

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator to support Lending Fulfillment Operations as part of Wholesale Operations.

Lending Fulfillment Operations focuses on loan closing and system of record input across the various products and lines of business.

In this role, you will:

• Ensure credit file documentation and system records are accurate, complete, and up to date
• Interact with Commercial Banking Portfolio Management partners to complete financial spreads in accordance with established policies and procedures
• Perform credit investigations to identify, assess, and communicate risks related to companies and industries
• Receive direction from Commercial Banking Portfolio Management supervisor and escalate noncompliant issues
• Respond to banker inquiries by researching and obtaining information from available sources as needed
• Review financial statements and analyze accounting information to support credit evaluations

Required Qualifications:

• 1+ year of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Accounting or finance experience
• Ability to read and interpret financial statements
• Experience analyzing Generally Accepted Accounting Principles (GAAP), Balance Sheets, Income Statements, and Tax Returns
• Excellent verbal, written, and interpersonal communication skills
• Strong analytical skills with high attention to detail and accuracy
• Intermediate Microsoft Office skills
• Experience with one or a combination of the following systems: Automated Financial Systems (AFS); FLO; Hogan; Imaging and Content Management Platform (ICMP); LoanIQ; nCino; Optimist; Store Vision Platform (SVP); Wholesale Banking Reporting System (WBRS)

Job Expectations:

• Ability to work additional hours as needed
• Relocation assistance is not available for this position
• This position is not eligible for Visa sponsorship
• Willingness to work on-site at stated location on the job opening

Location:

• 1525 W W T Harris Blvd, Charlotte, NC 28262-8522
  

Posting End Date:

*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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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.

c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.