Commercial Banking Portfolio Coordinator - Pre-Close Covenant Monitoring

at  Wells Fargo

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 .

Required Qualifications:

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

Desired Qualifications:

• Accounting or finance experience
• Ability to read and interpret financial statements
• Experience analyzing Generally Accepted Accounting Principles (GAAP), Balance Sheet and Income Statements
• Strong analytical skills with high attention to detail and accuracy
• Ability to work effectively, as well as independently, in a team environment
• Intermediate Microsoft Office skills
• Excellent verbal, written, and interpersonal communication skills
• A BS/BA degree or higher in business administration, finance, accounting or economics
• Completion of coursework in Finance and/or Accounting
• 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); Automated Financial Systems (AFS) or Imaging and Content Management Platform (ICMP

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator in Commercial Banking as part of the Wholesale Lending Operations / Commercial Banking Operations team. Learn more about the career areas and lines of business at wellsfargojobs.com .
The Commercial Banking Portfolio Coordinator is responsible for reviewing loan agreements, creating financial and covenant ticklers, and testing covenants for businesses and individuals to determine compliance.

In this role, you will:

• Calculate compliance with the financial covenants placed in the customer’s loan agreement
• Build reporting requirements written into the customer’s loan agreement
• Read and understand the accounting within the various types of financial statements
• Respond to front office inquiries
• Contact available sources for additional information when necessary
• Identify risks and communicate those findings to the front office
• Ensure policies and procedures are adhered to

Required Qualifications:

• 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:

• Accounting or finance experience
• Ability to read and interpret financial statements
• Experience analyzing Generally Accepted Accounting Principles (GAAP), Balance Sheet and Income Statements
• Strong analytical skills with high attention to detail and accuracy
• Ability to work effectively, as well as independently, in a team environment
• Intermediate Microsoft Office skills
• Excellent verbal, written, and interpersonal communication skills
• A BS/BA degree or higher in business administration, finance, accounting or economics
• Completion of coursework in Finance and/or Accounting
• 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); Automated Financial Systems (AFS) or Imaging and Content Management Platform (ICMP)

Job Expectations:

• Ability to work additional hours as needed
• Willingness to work on-site at stated location on the job posting
• Relocation assistance is not available for this position

Posting Location:

• 1525 W WT Harris Blvd, Charlotte, North Carolina
• 2800 S Price Road, Chandler, Arizona