Commercial Banking Portfolio Coordinator – Pre-Close Covenant Monitoring
About The Position
Commercial Banking Portfolio Management: Covers jobs responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. Serves as a key member of a client’s deal team. At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity, and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wells Fargo is seeking a Commercial Banking Portfolio Coordinator in Commercial Banking as part of the Wholesale Lending Operations.
Requirements
- 1+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Ability to read and interpret financial statements
- Completion of coursework in Finance and/or Accounting
- Strong analytical skills with high attention to detail and accuracy
- Ability to work effectively, as well as independently, in a team environment
- Excellent verbal, written, and interpersonal communication skills
- Candidate must be based out of posted location
Nice To Haves
- Accounting or finance experience
- 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); Automated Financial Systems (AFS) or Imaging and Content Management Platform (ICMP)
- Intermediate Microsoft Office skills
- A BS/BA degree or higher in business administration, finance, accounting or economics
Responsibilities
- Calculate compliance with the financial covenants placed in the customer’s loan agreement
- Build reporting requirements written into the customer’s loan agreement
- Read and understand the accounting within the various types of financial statements
- Respond to front office inquiries
- Contact available sources for additional information when necessary
- Identify risks and communicate those findings to the front office
- Ensure policies and procedures are adhered to
Benefits
- Relocation assistance is not available for this position
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
