SBA Senior Commercial Banking Portfolio Coordinator

at  Wells Fargo

Charlotte, North Carolina, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate18 Dec, 2024Not Specified21 Sep, 20244 year(s) or aboveTraining,Financial Systems,Loan,Customer Service,Communication Skills,Financial Statements,Analytical SkillsNoNo
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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 Qualifications:

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

Desired Qualifications:

  • Excellent verbal, written, and interpersonal communication skills
  • Good analytical skills with high attention to detail and accuracy
  • Residential or commercial loan experience
  • Small Business Administration (SBA) 7a and 504 Lending experience
  • Knowledge and understanding of Small Business Administration (SBA) Standard Operating Procedures (SOP) and Policies
  • Ability to review personal or business financial statements and tax returns (commercial and individual)
  • Ability to work in a fast paced deadline driven environment
  • Customer service focus with the ability to listen to customer needs and recommend solutions
  • Exposure to Wells Fargo AFS (Automated Financial Systems)
  • Exposure to Wells Fargo BLAST (Business Lending and Sales Tracking) system
  • Knowledge and understanding of loan structuring across broad spectrum of product and loan type

Responsibilities:

Wells Fargo is seeking a Senior Commercial Banking Portfolio Coordinator for our SBA Division part of our Commercial Banking Market Coverage. Learn more about the career areas and lines of business at wellsfargojobs.com . #commecialbanking

In this role, you will:

  • Review complex credit information of loans for companies and industries
  • Provide support to the Commercial Banking Portfolio Management team and more experienced individuals in the credit approval process
  • Perform complex credit investigations on companies and industries
  • Utilize knowledge and interpretation of procedures to direct less experienced individuals
  • Interact with immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits

Required Qualifications:

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

Desired Qualifications:

  • Excellent verbal, written, and interpersonal communication skills
  • Good analytical skills with high attention to detail and accuracy
  • Residential or commercial loan experience
  • Small Business Administration (SBA) 7a and 504 Lending experience
  • Knowledge and understanding of Small Business Administration (SBA) Standard Operating Procedures (SOP) and Policies
  • Ability to review personal or business financial statements and tax returns (commercial and individual)
  • Ability to work in a fast paced deadline driven environment
  • Customer service focus with the ability to listen to customer needs and recommend solutions
  • Exposure to Wells Fargo AFS (Automated Financial Systems)
  • Exposure to Wells Fargo BLAST (Business Lending and Sales Tracking) system
  • Knowledge and understanding of loan structuring across broad spectrum of product and loan types

Posting Locations:

  • 600 S. 4th St., Minneapolis, MN
  • 550 S Tryon., Charlotte, NC
  • 1150 W Washington, Tempe, AZ


REQUIREMENT SUMMARY

Min:4.0Max:9.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Accounts Management

Graduate

Proficient

1

Charlotte, NC, USA