Commercial Banking Portfolio Coordinator

Wells Fargo•Charlotte, NC

1d•Onsite

About The Position

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator to support Lending Fulfillment Operations within 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 maintaining accurate credit documentation and system records, completing financial spreads, conducting credit investigations, responding to banker inquiries, and reviewing financial information for credit evaluations. The position is based on-site at 1525 W W T Harris Blvd, Charlotte, NC 28262-8522. Additional hours may be required as needed. Relocation assistance is not available, and the position is not eligible for Visa sponsorship.

Requirements

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

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.
Follow applicable Wells Fargo risk programs, policies, procedures, and compliance obligations; monitor, identify, escalate, and remediate issues as appropriate.