Commercial Banking Portfolio Coordinator / Lending Fulfillment Operations

Wells Fargo•Chandler, AZ

2d•Onsite

About The Position

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 various products and lines of business. The role supports Commercial Banking Portfolio Management by ensuring credit documentation and records are accurate, completing financial spreads, conducting credit investigations, and reviewing financial information to support credit evaluations. The position is based on-site at 2800 S. Price Road, Chandler, Arizona. Additional hours may be needed. Relocation assistance and visa sponsorship are not available.

Requirements

At least 1 year of financial analysis experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination.
Ability to work additional hours as needed.
Willingness to work on-site at the stated location.

Nice To Haves

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 more of the following systems: Automated Financial Systems (AFS), FLO, Hogan, Imaging and Content Management Platform (ICMP), LoanIQ, nCino, Optimist, Store Vision Platform (SVP), or Wholesale Banking Reporting System (WBRS).

Responsibilities

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 the 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.
Adhere to written policy standards and applicable state and federal regulations.
Fulfill applicable risk and compliance obligations, monitor and identify risks, and escalate and remediate issues as appropriate.