Senior Commercial Banking Portfolio Coordinator

Wells Fargo•Minneapolis, MN
•$25 - $42•Hybrid

About The Position

Wells Fargo is seeking a Senior Commercial Banking Portfolio Coordinator for its Consumer Business Lending team. The position is responsible for credit portfolio management to meet commercial banking clients’ long-term financial objectives and risk tolerance. The role supports the Commercial Banking Portfolio Management team and more experienced colleagues in the credit approval process, while reviewing complex credit information and conducting credit investigations on companies and industries. It also involves interpreting procedures to guide less experienced individuals and working with the team and functional area on processes for providing credit. The position offers a hybrid work schedule.

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 perform complex credit investigations on companies and industries.
  • Ability to interpret procedures and direct less experienced individuals.

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-motivation, resourcefulness, and ability to work independently.
  • Strong attention to detail and accuracy.

Responsibilities

  • Review complex credit information of loans for companies and industries.
  • Support the Commercial Banking Portfolio Management team and more experienced individuals in the credit approval process.
  • Perform complex credit investigations on companies and industries.
  • Use knowledge and interpretation of procedures to direct less experienced individuals.
  • Interact with the immediate team and Commercial Banking Portfolio Management functional area to review company processes for providing credit.
  • Follow applicable risk programs, Wells Fargo policies, and procedures; fulfill risk and compliance obligations; and escalate and remediate issues in a timely and effective manner.
  • Proactively monitor, identify, and escalate risks, and make sound risk decisions consistent with the business unit’s risk appetite and applicable requirements.

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
  • Eligible employees may also be eligible for incentive opportunities.
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