Wells Fargo Commercial Banking Portfolio Coordinator – Financial Spreading 

United States, Arizona, Chandler 

91779570

In this role, you will:

• Review credit information of loans for companies and industries including reading and understanding accounting within various financial statements.

• Respond to customer inquiries, generate status reports for management or bankers, and contact available sources of information.

• Perform moderately complex credit investigations on companies and industries.

• Receive direction from Commercial Banking Portfolio Management supervisor and escalate noncompliant issues.

• Ensure credit files are current.

• Interact with the immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits.

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:

• Accounting or finance experience.

• Ability to read and interpret financial statements.

• Experience analyzing Generally Accepted Accounting Principles (GAAP), Balance Sheet and Income Statements, Tax Returns.

• Experience with one or a combination of the following systems: Credit View; Electronic Reporting and Compliance (ETRAC); FLO; EZ Request (EZR); Wholesale Banking Reporting System (WBRS); Business Lending and Sales Tracking (BLAST); Store Vision Platform (SVP); Hogan; Automated Financial Systems (AFS) or Imaging and Content Management Platform (ICMP)

• Intermediate Microsoft Office skills.

• Excellent verbal, written, and interpersonal communication skills.

• Strong analytical skills with high attention to detail and accuracy.

Job Expectations:

• Ability to work additional hours as needed.

• Willingness to work on-site at stated location on the job opening.

• Ability to work a hybrid schedule, at least 3 days a week working in office.

Posting Locations:

• 2800 S Price Rd, Chandler, Arizona

17 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.