Commercial Banking Portfolio Coordinator - Financial Spreading

at  Wells Fargo

Charlotte, North Carolina, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate25 Jan, 2025Not Specified27 Oct, 20242 year(s) or aboveFinancial Systems,Communication Skills,Analytical Skills,BlastNoNo
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Description:

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.

APPLICANTS WITH DISABILITIES

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

WELLS FARGO RECRUITMENT AND HIRING REQUIREMENTS:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process

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

Responsibilities:

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 Locations:

  • 2800 S Price Rd, Chandler, Arizona
  • 1525 West WT Harris Blvd, Charlotte, North Carolina
  • 4101 Wiseman Blvd, San Antonio, Texas

CommercialBanking


REQUIREMENT SUMMARY

Min:2.0Max:7.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Accounts Management

Graduate

Proficient

1

Charlotte, NC, USA