Wells Fargo Commercial Banking Portfolio Coordinator Pre-Close 

United States, Arizona, Chandler 

247386879

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, Arizona85286

• 4101 Wiseman Blvd, San Antonio, TX78253

20 Apr 2025

Wells Fargo Recruitment and Hiring Requirements:

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