Commercial Banking Portfolio Coordinator / Lending Fulfillment Operations

Wells Fargo Bank•Charlotte, NC

2d•Onsite

About The Position

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator to support Lending Fulfillment Operations as part of Wholesale Operations. Lending Fulfillment Operations focuses on loan closing and system of record input across the various products and lines of business. In this role, you will ensure credit files are current, interact with the immediate team and Commercial Banking Portfolio Management functional area to review the process of companies for providing credits, and perform moderately complex credit investigations on companies and industries. You will receive direction from a Commercial Banking Portfolio Management supervisor and escalate noncompliant issues. You will also respond to customer inquiries, generate status reports for management or bankers, contact available sources of information, and review credit information of loans for companies and industries, including reading and understanding accounting within various financial statements.

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 work additional hours as needed
Adhere to standards outlined with written policy as well as applicable State and Federal regulations
Willingness to work on-site at stated location on the job opening

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 a combination of the following systems: Automated Financial Systems (AFS); Business Lending and Sales Tracking (BLAST); Credit View; Electronic Reporting and Compliance (ETRAC); EZ Request (EZR); FLO; Hogan; Imaging and Content Management Platform (ICMP); LoanIQ; nCino; Optimist; Store Vision Platform (SVP); Wholesale Banking Reporting System (WBRS)

Responsibilities

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
Perform moderately complex credit investigations on companies and industries
Receive direction from Commercial Banking Portfolio Management supervisor and escalate noncompliant issues
Respond to customer inquiries
Generate status reports for management or bankers
Contact available sources of information
Review credit information of loans for companies and industries including reading and understanding accounting within various financial statements