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Commercial Banking Portfolio Coordinator - Financial Spreading

Wells Fargo

Wells Fargo

Accounting & Finance
Multiple locations
Posted on Sunday, June 9, 2024

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity, and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

About this role:

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator as part of the Commercial Banking Operations division. This job is responsible for spreading business financial statements using prescribed financial analysis software. Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

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

Required Qualification:

  • 2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Desired Qualifications:

  • Experience analyzing Generally Accepted Accounting Principles (GAAP), Balance Sheets, Income Statements and Tax Returns.
  • Experience with one or a combination of the following systems: Credit View; Electronic Reporting and Compliance (ETRAC); FLO; EZ Request (EZR); Wholesale Banking Reporting System (WBRS); Business Lending and Sales Tracking (BLAST); Store Vision Platform (SVP); Hogan; Automated Financial Systems (AFS) or Imaging and Content Management Platform (ICMP)
  • Intermediate Microsoft Office skills.
  • Excellent verbal, written, and interpersonal communication skills.
  • Good analytical skills with high attention to detail and accuracy.

Job Expectations:

  • Ability to work additional hours as needed.
  • Work in one of the posted locations below on a hybrid schedule of 3 days in office / 2 days from home.

Posting Location:

  • 1525 W WT Harris Blvd, Charlotte, NC
  • 2800 S. Price Rd, Chandler, AZ
  • 4101 Wiseman Blvd Bldg. 307, San Antonio TX 78251

Posting End Date:

13 Jun 2024

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.