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Commercial Banking Portfolio Coordinator
1 month ago
About this role:
We are seeking a 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 reviewing loan agreements, creating financial and covenant ticklers, and testing covenants for businesses and individuals to determine compliance.
Key Responsibilities:
- Calculate compliance with the financial covenants placed in the customer's loan agreement.
- Build reporting requirements written into the customer's loan agreement.
- Read and understand the accounting within the various types of financial statements.
- Respond to banker inquiries
- Contact available sources for additional information when necessary
- Identify risks and communicate those findings to the front office
- Ensure policies and procedures are adhered to
Requirements:
- 2+ years of financial analysis experience, or equivalent demonstrated through one OR a combination of the following: work experience, training, military experience, education.
Preferred Qualifications:
- Experience analyzing Generally Accepted Accounting Principles (GAAP), Balance Sheets, Income Statements and Tax Returns.
- Accounting or finance experience.
- Covenant Monitoring experience.
- A BS/BA degree or higher in business administration, finance, accounting or economics.
- Completion of coursework in Finance and/or Accounting.
- Military intelligence or analytics experience including operational management, project management, mission evolution management and finance management.
- 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).
- 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.
What We Offer:
- Opportunity to work with a leading financial institution.
- Competitive compensation and benefits package.
- Opportunities for professional growth and development.
How to Apply:
Please submit your application through our website. We look forward to hearing from you.
