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Wells Fargo Logo Wells Fargo · Banking

Commercial Banking Portfolio Coordinator

United States, San Antonio · Job Posted June 30, 2026
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Job Description

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator within Commercial Banking Operations. Learn more about the career areas and lines of business at wellsfargojobs.com.

Job Responsibility

  • 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

Requirements

  • 1+ year of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Experience analyzing Generally Accepted Accounting Principles (GAAP), Balance Sheets, Income Statements and Tax Returns
  • Accounting or finance 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)
  • nCino
  • 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

Nice to have

  • Experience analyzing Generally Accepted Accounting Principles (GAAP), Balance Sheets, Income Statements and Tax Returns
  • Accounting or finance 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)
  • nCino
  • 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
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