Commercial Banking Portfolio Coordinator
About The Position
Wells Fargo is seeking a Commercial Banking Portfolio Coordinator within Commercial Banking Operations. 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. You will perform moderately complex credit investigations on companies and industries, receive direction from a Commercial Banking Portfolio Management supervisor, and escalate noncompliant issues. You will also ensure credit files are current and interact with the immediate team and Commercial Banking Portfolio Management functional area to review the 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
- Excellent verbal, written, and interpersonal communication skills
- Good analytical skills with high attention to detail and accuracy
- Ability to work effectively, as well as independently, in a team environment
- Candidate must be based out of posted location
Nice To Haves
- Experience analyzing Generally Accepted Accounting Principles (GAAP), Balance Sheets, Income Statements and Tax Returns
- Accounting or finance experience
- Experience with one or a combination of the following systems: Credit View; Business Lending and Sales Tracking (BLAST), 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); nCino
- Completion of coursework in Finance and/or Accounting
- Military intelligence or analytics experience including operational management, project management, mission evolution management and finance management
- A BS/BA degree or higher in business administration, finance, accounting or economics
- Intermediate Microsoft Office skills
Responsibilities
- Review credit information of loans for companies and industries
- Respond to customer inquiries
- Generate status reports for management or bankers
- Contact available sources of information
- Perform moderately complex credit investigations on companies and industries
- Receive direction from Commercial Banking Portfolio Management supervisor
- 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
Benefits
- Equal Opportunity Employer
- Drug free workplace
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
