Senior Commercial Banking Portfolio Coordinator

Wells Fargo Bank•Tempe, AZ

1d•Hybrid

About The Position

Wells Fargo is seeking a Senior Commercial Banking Portfolio Coordinator to join its Consumer Business Lending team. The role is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance of commercial banking clients. The position offers a hybrid work schedule and may be based at one of the listed Wells Fargo locations. The coordinator reviews complex credit information and performs complex credit investigations on companies and industries. The role supports the Commercial Banking Portfolio Management team and more experienced colleagues in the credit approval process, interprets procedures to direct less experienced individuals, and works with the immediate team and Commercial Banking Portfolio Management functional area on processes for providing credits. Employees are accountable for executing applicable risk programs, adhering to Wells Fargo policies and procedures, fulfilling risk and compliance obligations, escalating and remediating issues, and making sound risk decisions in line with the business unit’s risk appetite and applicable program requirements.

Requirements

At least 2 years of financial analysis experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
Ability to review complex credit information and conduct complex credit investigations.
Knowledge and ability to interpret procedures.

Nice To Haves

Experience managing a high-volume pipeline or queue of customer-related loan servicing cases.
Experience conducting complex account research and resolving issues using problem-solving skills.
Strong communication skills and ability to engage effectively with customers and multiple business partners.
Ability to follow established procedures while applying sound judgment when appropriate.
Strong organizational and prioritization skills to manage timely follow-up.
Ability to adapt to changing requests, priorities, and processes.
Self-motivated, resourceful, and able to work independently.
Strong attention to detail and accuracy.

Responsibilities

Review complex credit information for loans to companies and industries.
Support the Commercial Banking Portfolio Management team and more experienced individuals in the credit approval process.
Conduct complex credit investigations on companies and industries.
Use knowledge and interpretation of procedures to direct less experienced individuals.
Work with the immediate team and Commercial Banking Portfolio Management functional area to review processes for providing credits.
Execute applicable risk programs and adhere to Wells Fargo policies and procedures.
Fulfill risk and compliance obligations, escalate and remediate issues, and make sound risk decisions.