Commercial Banking Portfolio Coordinator / Lending Fulfillment Operations
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 records, completing financial spreads, investigating credit risks, and responding to banker inquiries. The position is on-site at 2800 S. Price Road in Chandler, Arizona. Additional hours may be needed. Relocation assistance and visa sponsorship are not available.
Requirements
- At least 1 year of financial analysis experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
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.
Benefits
- Competitive salary.
- Robust benefits package.
- Programs to support work-life balance and well-being.
- Programs that support community involvement and career growth.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
