Commercial Banking Portfolio Coordinator – Financial Spreading

Wells Fargo Bank•Chandler, AZ

12h•Hybrid

About The Position

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator as part of the Wholesale Lending Operations/Commercial Banking Operations division. This job is responsible for spreading business financial statements using prescribed financial analysis software. Learn more about the career areas and business divisions at wellsfargojobs.com.

Requirements

2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Military experience involving analysis and evaluation of complex information, such as intelligence analysis, operational planning, logistics, finance management, or resource oversight, with responsibility for assessing risk, validating data accuracy, and supporting leadership decision‑making
Military experience operating in regulated or accountability‑driven environments, including maintaining complete and accurate records, following established procedures, escalating issues when standards are not met, and collaborating with cross‑functional teams to support mission or operational outcomes
Accounting or finance experience
Ability to read and interpret financial statements
Experience analyzing Generally Accepted Accounting Principles (GAAP), Balance Sheet and Income Statements, 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); nCino
Intermediate Microsoft Office skills
Excellent verbal, written, and interpersonal communication skills
Strong analytical skills with high attention to detail and accuracy

Responsibilities

Review credit information of loans for companies and industries including reading and understanding accounting within various financial statements
Respond to customer inquiries, generate status reports for management or bankers, and contact available sources of information
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 process of companies for providing credits