Commercial Banking Portfolio Coordinator Pre-close jobs at Wells Fargo in United States, Charlotte

In this role, you will:

• Underwrite new transactions as part of a team alongside a lead underwriter: build and sensitize integrated operating/LBO models, size debt capacity and covenant headroom, produce in-depth credit analysis and write credit approval memoranda.
• Conduct diligence: synthesize data-room materials, financial statements, projections, and third-party reports; participate in Q&A assess market dynamics competitive positioning and key risks/mitigants.
• Evaluate legal documentation: review and comment on term sheets, credit agreements, intercreditor docs; align protections (e.g. covenants, baskets, events of default) with underwriting thesis.
• Produce screening and approval memos: distill complex credit analyses into concise memos; clearly articulate the credit thesis, risks, mitigants, and recommended structure.
• Coordinate closings: track conditions precedent, deliverables, and funding mechanics across sponsors, agents, legal, and internal operations; ensure accurate booking and documentation.
• Portfolio Management: produce quarterly reviews, variance analyses, compliance checks, watch-list narratives, and ratings updates; recommend actions as performance shifts. Execute amendments & waivers, negotiate covenant resets/consents, and document credit rationale.
• Monitor market and macro trends: track economic indicators, pricing, leverage, and covenant trends to inform underwriting and portfolio strategy
• Integrate AI tools into underwriting and portfolio workflows to streamline research, accelerate production, and drive innovation and efficiency.

Required Qualifications:

• 2+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Proficiency in accounting principles, financial statement analysis, and financial modeling.
• Familiarity in credit documentation, including term sheets, credit agreements, and intercreditor provisions.
• Strong analytical skills, with heightened attention to detail and accuracy
• Strong written and verbal communication skills.
• Ability to work in a fast-paced, deadline-driven environment
• Solid foundation in credit analysis, including evaluation of business risk, industry trends, and capital structures.
• Proficient in Microsoft Office (Word, Excel, Powerpoint, and Outlook)

Job Expectations:

• Ability to travel up to 10% of the time

• This position is not eligible for Visa sponsorship

• This position offers a hybrid work schedule

• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Locations:

• 550 S Tryon - Charlotte, NC

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

As an Associate on the Sponsor Credit team, you will support the underwriting and portfolio management of credit facilities for sponsor-backed portfolio companies covered by Commercial Banking. You will also contribute to underwriting Wells Fargo’s credit commitments in combination with Overland Advantage. This role offers broad exposure to strategic transactions in a dynamic, fast-paced deal environment, with a focus on supporting the private equity sponsor ecosystem and driving loan growth.

In this role, you will:

• Underwrite new transactions as part of a team alongside a lead underwriter: build and sensitize integrated operating/LBO models, size debt capacity and covenant headroom, produce in-depth credit analysis and write credit approval memoranda
• Conduct diligence: synthesize data-room materials, financial statements, projections, and third-party reports; participate in Q&A assess market dynamics competitive positioning and key risks/mitigants
• Evaluate legal documentation: review and comment on term sheets, credit agreements, intercreditor docs; align protections (e.g. covenants, baskets, events of default) with underwriting thesis
• Produce screening and approval memos: distill complex credit analyses into concise memos; clearly articulate the credit thesis, risks, mitigants, and recommended structure
• Portfolio Management: produce quarterly reviews, variance analyses, compliance checks, watch-list narratives, and ratings updates; recommend actions as performance shifts. Execute amendments & waivers, negotiate covenant resets/consents, and document credit rationale
• Monitor market and macro trends: track economic indicators, pricing, leverage, and covenant trends to inform underwriting and portfolio strategy
• Integrate AI tools into underwriting and portfolio workflows to streamline research, accelerate production, and drive innovation and efficiency
• Mentor junior analysts: provide training, guidance, and feedback to support their development and strengthen team capabilities

Required Qualifications, US:

• 4+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience with complex credit and capital structures, including M&A and/or sponsor-backed transactions within commercial or corporate banking, investment banking, leveraged finance, private credit, private equity, or ratings agencies
• Advanced proficiency in accounting principles, financial statement analysis, and financial modeling
• Well-versed in credit documentation, including term sheets, credit agreements, and intercreditor provisions
• Strong analytical skills, with heightened attention to detail and accuracy
• Excellent written and verbal communication skills
• Ability to work in a fast-paced, deadline-driven environment
• Solid foundation in credit analysis, including evaluation of business risk, industry trends, and capital structures
• Proficient in Microsoft Office (Word, Excel, Powerpoint, and Outlook)

Job Expectations:

• Ability to travel up to 10% of the time
• This position is not eligible for Visa sponsorship
• This position offers a hybrid work schedule
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Locations:

• 550 S Tryon - Charlotte, NC 28202

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Underwrite new transactions either as part of a team alongside a lead underwriter or as the lead underwriter: build and sensitize integrated operating/LBO models, size debt capacity and covenant headroom, produce in-depth credit analysis and write credit approval memoranda
• Run diligence: synthesize data-room materials, financial statements, projections, and third-party reports; participate in Q&A assess market dynamics competitive positioning and key risks/mitigants
• Negotiate legal documentation: review and comment on term sheets, credit agreements, intercreditor docs; align protections (e.g. covenants, baskets, events of default) with underwriting thesis
• Present to senior approvers and risk committees: distill complex credit analyses into concise memos; clearly articulate the credit thesis, risks, mitigants, and recommended structure
• Portfolio Management: oversee the production of quarterly reviews, variance analyses, compliance checks, watch-list narratives, and ratings updates; recommend actions as performance shifts. Execute amendments & waivers, negotiate covenant resets/consents, and document credit rationale
• Monitor market and macro trends: track economic indicators, pricing, leverage, and covenant trends to inform underwriting and portfolio strategy
• Integrate AI tools into underwriting and portfolio workflows to streamline research, accelerate production, and drive innovation and efficiency
• Mentor junior team members: provide training, guidance, and feedback to support their development and strengthen team capabilities

Required Qualifications:

• 5+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience managing complex credit and capital structures, including M&A and/or sponsor-backed transactions within commercial or corporate banking, investment banking, leveraged finance, private credit, private equity, or ratings agencies
• Advanced proficiency in accounting principles, financial statement analysis, and financial modeling
• Significant experience with credit documentation, including term sheets, credit agreements, and intercreditor provisions
• Demonstrated ability to assess business/industry risk, structure covenants and protections, and assign/defend internal ratings
• Strong analytical skills, with heightened attention to detail and accuracy
• Excellent written and verbal communication skills
• Ability to work in a fast-paced, deadline-driven environment
• Strong foundation in credit analysis, including evaluation of business risk, industry trends, and capital structures
• Proficient in Microsoft Office (Word, Excel, Powerpoint, and Outlook)

Job Expectations:

• Ability to travel up to 10% of the time
• This position is not eligible for Visa sponsorship
• This position offers a hybrid work schedule
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Locations:

• 550 S Tryon - Charlotte, NC 28202

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

The Role

In this role, you will:

• Coverage Model & Staffing: Oversee the design, implementation, and execution of processes related to coverage model, banker staffing, and placement of bankers.
• Sales Support: oversee and lead our centralized support team designed to support key activities in support of our banker.
• Sales Process Optimization: Map and continuously improve the end-to-end sales process from lead generation to post-sale handoff across all channels. Define key sales stages and criteria, identify bottlenecks, and streamline workflows to enhance employee capacity and customer experience.
• Compensation & Incentives: Partner with HR team to design sales compensation and incentive plans and monitor the adoption and efficacy of incentive programs based on performance data
• Risk & Compliance Oversight: Provide oversight of risk activities including issues management, controls execution, risk program management, and audit/testing engagement.
• Banker Productivity Program: Develop and maintain an “always on” banker productivity plan across all roles, segments, and geographies, that tracks to and with performance feedback loop, enablement, initiatives, and outcome to get peak performance on bankers by tenure.

Required Qualifications:

• 8+ years of Business Execution, Implementation, or Strategic Planning experience, including Management or leadership experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
• 4+ years of management or leadership experience

Desired Qualifications:

• Deep understanding of Small and/or Business Banking and Lending
• Experience leading a team focused on business segment strategy, profitability and revenue generating opportunities
• 8+ years of experience in sales operations, business execution, or related fields, with at least 4+ years in a leadership role
• Proven experience leading large, cross-functional teams and driving enterprise-level process improvements
• Strong understanding of CRM systems, sales enablement tools, and data-driven decision-making
• Demonstrated ability to design and implement sales compensation and incentive programs
• Experience managing risk and compliance programs in a sales or financial services environment
• Experience with building and develop a high-performing team culture focused on innovation, accountability, and continuous improvement
• Excellent communication, collaboration, and stakeholder management skills

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Support customers and ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment

• Interact with customer service team and perform moderately complex customer support tasks

• Manage risk by following all policies and procedures and staying abreast of changes to them

• Advocate for digital services such as online delivery of statements and other documents, eSign paperwork, and any other digital opportunities, as needed

• Receive direction from customer service supervisor and escalate non-routine questions

Required Qualifications:

• 2+ years of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Successfully completed the Financial Industry Regulatory Authority (FINRA) Securities Industry Essentials (SIE) exam

Desired Qualifications:

• Military experience researching and assessing questions, process, and procedures to make recommendations on solutions.

• Military experience with tracking information in multiple computer systems with high level of accuracy.

• Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers.

Job Expectations:

• Must be able to attend full duration of required training period.

• This position is not eligible for Visa sponsorship.

• Ability to work additional hours as needed.

• Schedule may be eligible for a shift differential under the terms of the shift differential policy.

• Must work on-site at the location

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Lead a variety of servicing activities for moderately complex commercial products, including coordinating all aspects to ensure customer resolution.
• Evaluate and upload data into the systems of record to ensure compliance with all bank policies, procedures, and regulatory requirements.
• Coordinate all aspects of resolving open customer service issues; interact with internal and external customers.
• Serve as primary liaison and work collaboratively with Sales, Legal, Control and Risk, Technology, and various Operations and company teams as necessary to progress customer-focused needs.
• Review and negotiate moderately complex loan servicing transactions, evaluate risks, and devise strategies to mitigate risks and identify procedural modifications.
• Serve as an escalation point in the resolution of client issues.
• Conduct quality reviews and monitor key performance metrics as related to efficiencies and effective processes.
• Identify activities of the team to ensure conformity with established procedures.
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.
• May lead projects, teams, or serve as a mentor for lower-level staff, may contribute to strategic initiatives.
• Independently resolve moderately complex issues and lead team to meet deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements.

Required Qualifications:

• 4+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Desired Qualifications:

• Loan IQ Commercial loan processing experience highly desired.
• Exposure to and/or experience inSyndication/Participation,trades, and foreign loan originations.
• Knowledge of loan documentation; construction loan budget monitoring experience; and title work experience.
• Exposure to and/or experience in fund finance deals and deals administration.
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to effectively resolve problems and conflicts at the immediate and root-cause levels.
• Ability to work effectively, as well as independently, in a team environment.
• Ability to work in a fast-paced deadline driven environment.
• Sound critical thinking and problem-solving skills, as well as the ability to embrace and adapt to change.
• Good business communications skills and be recognized as someone who delivers extraordinary and superior customer service.

Posting Location:

• 1525 W WT Harris Blvd, Charlotte, NC
• Hybrid work schedule three (3) days in office and two (2) days remote.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

The Role

This role is responsible for:

• Articulating a unified transformation vision for Banking Operations—defining what we aim to achieve, why it matters, and how it drives value;
• Aligning transformation goals with business strategy, establishing a clear roadmap and executing delivery in partnership with key partner (incl. Technology);
• Ensuring that all initiatives are purpose-driven and powered by advanced technologies, accelerating innovation and maximizing operational excellence.

Responsibilities include:

• Build and lead a high-performing Transformation Office, establishing routines that ensure transparency, track deliverables, monitor key metrics, and manage risk.
• Leverage advanced technologies to drive transformation, fostering innovation, operational excellence and scalable growth.
• Assess program interdependencies and frame complex decisions, balancing business and technology tradeoffs to provide clarity to executive leadership.
• Foster a culture of trust, accountability, innovation, and transparency, enabling Banking Operations to successfully adopt and evolve transformational changes.
• Deliver executive-level transparency and oversight, through strategic networking, presentations, and reporting to senior leadership and regulatory bodies..

Required Qualifications:

• 8+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• 4+ years of management experience.

Desired Qualifications:

• Seasoned senior leader demonstrating progressive responsibility in leadership positions with strong customer & digital leadership experience, including operational experience.
• Demonstrated a strong history of execution, exceptional business acumen and critical thinking, proven ability to lead change in a large-scaled and complex organization, and experience with cutting-edge technology (GenAI, ML).
• Experience leading large, complex, cross-functional programs in a fast-paced, complex, and dynamic environments.
• Experience building and delivering transformational roadmaps, inclusive of people, process, systems, and technology.
• Expert cutting-edge technical aptitude and proven execution, driving Automated Intelligence and Machine Learning to deliver meaningful outcomes .
• Ability to manage effectively in a matrixed organization, create a strong collaborative environment, develop partnerships with many business and functional areas across Wells Fargo.
• Effective relationship management and the ability to influence and create an environment that fosters collaboration and credible challenge across multiple levels of the organization.
• Strong communication skills, both verbal and written; effective in communication across variety of audiences and constituencies, including executive management.
• Ability to translate complex technical concepts so that they are clearly understood in support of sound decisions.
• Ability to understand operational impacts of technical decisions; able to translate to both technical and non-technical teams.
• Proven change leader with the ability to drive multiple work streams at once as an “influencer”, driving results; operational experience a plus.
• Background and passion for talent development and models the value of an inclusive workplace .
• “Roll up your sleeves hands- on” leadership style with strong bias for action.
• Demonstrated experience in customer-centric design/ journey mapping & current technology practices (Agile, Cloud Computing/SaaS, Analytics & Data Management, etc.) is desired.
• Effectivedecision-making/criticalthinking/problem solving skill that is execution-focused and results oriented.
• Self-directed, results driven, and comfortable with ambiguity; i.e.; comfortable taking a vague initiative and creating a definitive plan.
• Strong ability to maintain a strategic perspective while managing detailed tasks.

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.