Commercial Banking Portfolio Coordinator – Financial Spreading, Wells Fargo

Wells Fargo

Location:
United States, Chandler

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator as part of the Commercial Banking Operations division. This job is responsible for spreading business financial statements using prescribed financial analysis software. Learn more about the career areas and lines of business at wellsfargojobs.com.

Job Responsibility:

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

Requirements:

2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
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

Nice to have:

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

Additional Information:

Job Posted:
April 26, 2025

Expiration:
April 30, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Commercial Banking Portfolio Coordinator – Financial Spreading