Commercial Banking Portfolio Coordinator

Wells Fargo Bank • San Antonio, TX

2d • Hybrid

About The Position

About this role: Wells Fargo is seeking a Commercial Banking Portfolio Coordinator within Commercial Banking Operations. Learn more about the career areas and lines of business at wellsfargojobs.com . In this role, you will: 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 banker 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

Requirements

• 2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• This position is not eligible for Visa sponsorship
• Candidate must be based out of posted location
• Ability to work additional hours as needed

Nice To Haves

• Experience analyzing Generally Accepted Accounting Principles (GAAP), Balance Sheets, Income Statements and Tax Returns
• Accounting or finance experience
• Covenant Monitoring 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)
• 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
• 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

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 banker 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees