Wells Fargo Commercial Banking Portfolio Coordinator - Financial Spreading 

United States, North Carolina, Charlotte 

557836619

In this role, you will:

• Review credit information of loans for companies and industries.
• 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:

• Experience analyzing Generally Accepted Accounting Principles (GAAP), Balance Sheets, Income Statements and 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 communicationskills.
• Good analytical skills with high attention to detail and accuracy.

Job Expectations:

• Ability to work additional hours as needed.
• Work in one of the posted locations below on a hybrid schedule of 3 days in office / 2 days from home.

Posting Locations:

• 2800 South Price Rd, Chandler, Arizona

• 1525 West WT Harris Blvd, Charlotte, North Carolina

• 4101 Wiseman Blvd, San Antonio, Texas

27 Feb 2025

Wells Fargo Recruitment and Hiring Requirements:

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