Commercial Banking Portfolio Coordinator - Financial Spreading

Wells Fargo • Charlotte, NC

336d

About The Position

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator as part of the Commercial Banking Operations division. This job is responsible for spreading business financial statements using prescribed financial analysis software. In this role, you will review credit information of loans for companies and industries, respond to customer inquiries, generate status reports for management or bankers, and contact available sources of information. You will perform moderately complex credit investigations on companies and industries, receive direction from the Commercial Banking Portfolio Management supervisor, and escalate noncompliant issues. It is essential to ensure credit files are current and interact with the immediate team and Commercial Banking Portfolio Management functional area to review the process of companies for providing credits.

Requirements

• 2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, education.

Nice To Haves

• Experience analyzing Generally Accepted Accounting Principles (GAAP), Balance Sheets, Income Statements and Tax Returns.
• Experience with one or a combination of the following systems: Credit View; Electronic Reporting and Compliance (ETRAC); FLO; EZ Request (EZR); Wholesale Banking Reporting System (WBRS); Business Lending and Sales Tracking (BLAST); Store Vision Platform (SVP); Hogan; Automated Financial Systems (AFS) or Imaging and Content Management Platform (ICMP).
• Intermediate Microsoft Office skills.
• Excellent verbal, written, and interpersonal communication skills.
• Good analytical skills with high attention to detail and accuracy.

Responsibilities

• Review credit information of loans for companies and industries.
• Respond to customer inquiries and generate status reports for management or bankers.
• Perform moderately complex credit investigations on companies and industries.
• Receive direction from Commercial Banking Portfolio Management supervisor and escalate noncompliant issues.
• Ensure credit files are current.
• Interact with the immediate team and Commercial Banking Portfolio Management functional area to review the process of companies for providing credits.

Benefits

• Diversity, equity, and inclusion in the workplace.
• Support for building strong customer relationships.
• Focus on risk mitigation and compliance.

What This Job Offers

• Job Type: Full-time