Commercial Banking Portfolio Coordinator at Wells Fargo
Chandler, Arizona, USA -
Full Time


Start Date

Immediate

Expiry Date

18 Sep, 25

Salary

0.0

Posted On

19 Jun, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Analytical Skills, Communication Skills, Completion, Finance, Military Intelligence, Financial Systems, Blast, Economics

Industry

Financial Services

Description

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 ora 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
  • Accounting or finance experience
  • Experience with one or a combination of the following systems: Credit View; Business Lending and Sales Tracking (BLAST), 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); nCino
  • Completion of coursework in Finance and/or Accounting
  • Military intelligence or analytics experience including operational management, project management, mission evolution management and finance management
  • A BS/BA degree or higher in business administration, finance, accounting or economics
  • Intermediate Microsoft Office skills
  • Excellent verbal, written, and interpersonal communication skills
  • Good analytical skills with high attention to detail and accuracy
  • Ability to work effectively, as well as independently, in a team environmen
Responsibilities

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator within Commercial Banking Operations. Learn more about the career areas and lines of business at wellsfargojobs.com .

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 banker 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 Qualification:

  • 2+ years of financial analysis experience, or equivalent demonstrated through one ora 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
  • Accounting or finance experience
  • Experience with one or a combination of the following systems: Credit View; Business Lending and Sales Tracking (BLAST), 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); nCino
  • Completion of coursework in Finance and/or Accounting
  • Military intelligence or analytics experience including operational management, project management, mission evolution management and finance management
  • A BS/BA degree or higher in business administration, finance, accounting or economics
  • Intermediate Microsoft Office skills
  • Excellent verbal, written, and interpersonal communication skills
  • Good analytical skills with high attention to detail and accuracy
  • Ability to work effectively, as well as independently, in a team environment

Job Expectations:

  • This position is not eligible for Visa sponsorship
  • Candidate must be based out of posted location
  • This position offers a hybrid work schedule
  • Relocation assistance is not available for this position
  • Ability to work additional hours as needed

Posting Location:

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