Commercial Banking Portfolio Coordinator
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. 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 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
Requirements
- 1+ year of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
