Current jobs related to Commercial Banking Portfolio Coordinator - Charlotte - Wells Fargo

  • Commercial Banking Portfolio Coordinator

    4 weeks ago

    Charlotte, North Carolina, United States Wells Fargo Full time

    About this role:Wells Fargo is seeking a Commercial Banking Portfolio Coordinator to join our team. As a key member of our Commercial Banking Operations division, you will be responsible for analyzing financial data, reviewing credit information, and providing exceptional customer service.Key Responsibilities:Review and analyze financial data to identify...

  • Commercial Banking Portfolio Coordinator

    3 weeks ago

    Charlotte, North Carolina, United States Wells Fargo Full time

    About this RoleWe are seeking a talented Commercial Banking Portfolio Coordinator to join our team at Wells Fargo. As a key member of our Commercial Banking Operations division, you will play a critical role in spreading business financial statements using prescribed financial analysis software.Key ResponsibilitiesReview credit information of loans for...

  • Commercial Banking Portfolio Coordinator

    2 weeks ago

    Charlotte, North Carolina, United States Wells Fargo Full time

    About this RoleWe are seeking a highly skilled Commercial Banking Portfolio Coordinator to join our team at Wells Fargo. As a key member of our Commercial Banking Operations division, you will play a critical role in supporting the growth and success of our business.Key ResponsibilitiesReview and analyze financial statements to identify trends and...

  • Lead Commercial Banking Portfolio Manager

    4 weeks ago

    Charlotte, North Carolina, United States WELLS FARGO BANK Full time

    About This RoleWe are seeking a highly skilled Lead Commercial Banking Portfolio Manager to join our team at Wells Fargo. As a key member of our credit management team, you will be responsible for credit underwriting and portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients.Key...

  • Lead Commercial Banking Portfolio Manager

    1 month ago

    Charlotte, United States WELLS FARGO BANK Full time

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.About this role:Wells...

  • Commercial Banking Specialist

    2 weeks ago

    Charlotte, North Carolina, United States gpac Full time

    Commercial Lender OpportunityA reputable Community Bank is seeking a skilled Commercial Lender to contribute to its growth and success. This role involves originating, evaluating, and preparing loans in compliance with established guidelines, as well as marketing loan products, maintaining loan relationships with borrowers, and developing new business in the...

  • Commercial Banking Specialist

    3 weeks ago

    Charlotte, North Carolina, United States gpac Full time

    Commercial Lender OpportunityA Community Bank is seeking a skilled Commercial Lender to contribute to its growth and success.This role involves originating, evaluating, and preparing loans in compliance with established guidelines, as well as marketing loan products, maintaining loan relationships with borrowers, and developing new business in the...

  • Commercial Banking Specialist

    3 weeks ago

    Charlotte, North Carolina, United States gpac Full time

    Commercial Lender OpportunityA Community Bank is seeking a Commercial Lender to contribute to its growth and success. This role involves originating, evaluating, and preparing loans in compliance with established guidelines, as well as marketing loan products, maintaining loan relationships with borrowers, and developing new business in the surrounding...

  • Commercial Banking Specialist

    2 weeks ago

    Charlotte, North Carolina, United States gpac Full time

    Commercial Lender OpportunityA Community Bank is seeking a Commercial Lender to contribute to its growth and success. This role involves originating, evaluating, and preparing loans in compliance with established guidelines, as well as marketing loan products, maintaining loan relationships with borrowers, and developing new business in the surrounding...

  • Commercial Banking Specialist

    3 weeks ago

    Charlotte, North Carolina, United States gpac Full time

    Commercial Lender OpportunityA Community Bank is seeking a Commercial Lender to contribute to its growth and success.Key Responsibilities:Originate and evaluate loans in compliance with established guidelinesMarket loan products and maintain relationships with borrowersDevelop new business in the surrounding communityIdentify and cross-sell commercial...

  • Commercial Banking Officer

    4 weeks ago

    Charlotte, North Carolina, United States ServisFirst Bank Full time

    Job SummaryAt ServisFirst Bank, we are seeking a highly motivated and experienced Commercial Banking Officer to join our team. As a Commercial Banking Officer, you will be responsible for developing new business, underwriting, structuring, and closing commercial loans, as well as maintaining and servicing an existing portfolio.Key ResponsibilitiesEvaluate...

  • Commercial Banking Officer

    1 week ago

    Charlotte, North Carolina, United States ServisFirst Bank Full time

    Job DescriptionServisFirst Bank is seeking a Commercial Banking Officer to join our team. As a key member of our commercial banking team, you will be responsible for developing new business, underwriting, structuring, and closing commercial loans, as well as maintaining and servicing an existing portfolio.The ideal candidate will have a strong understanding...

  • Commercial Banking Relationship Manager

    2 weeks ago

    Charlotte, North Carolina, United States US Bank Full time

    Job DescriptionAt US Bank, we're committed to helping our customers and businesses succeed. As a Relationship Manager, you'll play a key role in managing and growing a large and complex portfolio of commercial loans. Your expertise will be essential in identifying and capitalizing on cross-sell opportunities, providing financial advice to customers, and...

  • Commercial Banking Portfolio Coordinator

    4 weeks ago

    Charlotte, United States Wells Fargo Full time

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About this role:...

  • Senior Commercial Banking Professional

    1 week ago

    Charlotte, North Carolina, United States United Community Bank Full time

    Job Title:Commercial Relationship ManagerReports To:VariesDirect Reports:VariesSalary Grade:United Community BankUnited Community Bank is seeking a Commercial Relationship Manager to join our team in Charlotte, NC.The ideal candidate will have a solid understanding of commercial credit and commercial banking services. To be successful, a Commercial...

  • Commercial Banking Data Analyst

    3 weeks ago

    Charlotte, United States Apex Systems Full time

    Commercial Banking Data AnalystLarge Banking Client Pay Rate: $61-$64 Job Description: Looking for an Data Analyst with Commercial Banking experience. This person MUST understand commercial banking products and/or commercial lending agreements. Top Requirements: Commercial Banking experienceNeed someone who understands the actual Commercial Lending products....

  • Commercial Banking Data Analyst

    3 weeks ago

    Charlotte, United States Apex Systems Full time

    Commercial Banking Data AnalystLarge Banking Client Pay Rate: $61-$64 Job Description: Looking for an Data Analyst with Commercial Banking experience. This person MUST understand commercial banking products and/or commercial lending agreements. Top Requirements: Commercial Banking experienceNeed someone who understands the actual Commercial Lending products....

  • Portfolio Manager

    1 week ago

    Charlotte, North Carolina, United States Truist Financial Full time

    Job DescriptionThe Portfolio Manager will be responsible for the financial analysis, risk assessment, and credit structure recommendation for Commercial Real Estate clients and prospects. This includes prudent underwriting and effective credit and risk administration with particular emphasis on adherence to credit policy and requirements, financial...

  • Senior Relationship Manager

    2 weeks ago

    Charlotte, North Carolina, United States Bank of America Full time

    Job Title: Senior Relationship Manager - Global Commercial BankingAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.We are seeking a Senior...

  • Senior Relationship Manager

    2 weeks ago

    Charlotte, North Carolina, United States Bank of America Full time

    Job Title: Senior Relationship Manager - Global Commercial BankingAt Bank of America, we are committed to helping our clients achieve their financial goals through the power of every connection. As a Senior Relationship Manager - Global Commercial Banking, you will play a critical role in building and maintaining relationships with our most complex and...

Commercial Banking Portfolio Coordinator

2 months ago

Charlotte, United States Wells Fargo Full time

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity, and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

About this role:

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 .

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:

  • 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 communication skills.

  • 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 Location:

  • 1525 W WT Harris Blvd, Charlotte, NC

  • 2800 S. Price Rd, Chandler, AZ

  • 4101 Wiseman Blvd Bldg. 307, San Antonio TX 78251

Posting End Date:

5 Sep 2024

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

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

Company: WELLS FARGO BANK

Req Number: R-355692-1

Updated: Fri Sep 06 03:37:20 UTC 2024

Location: CHARLOTTE,North Carolina