Commercial Banking Portfolio Coordinator (Pre-Close Covenant Monitoring -Credit Analyst)

About this role:

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator within Commercial Banking Operations as part of Wholesale lending 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 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

• Accounting or finance experience

• Covenant Monitoring 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)

• 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:

• 1525 West WT Harris Blvd, Charlotte, North Carolina 28262

• 2800 S Price Road, Chandler, Arizona 85286

• 4101 Wiseman Blvd, San Antonio, TX 78253

Posting End Date: 

10 Mar 2025

*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 employmen