Commercial Banking Portfolio Coordinator

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

• 1+ years 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 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed