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About this role:

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator in Commercial Banking as part of the Wholesale Lending Operations / Commercial Banking Operations team. Learn more about the career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .

The Commercial Banking Portfolio Coordinator is responsible for reviewing loan agreements, creating financial and covenant ticklers, and testing covenants for businesses and individuals to determine compliance..

In this role, you will:

+ 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 front office 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

Required Qualifications:

+ 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:

+ Accounting or finance experience

+ Ability to read and interpret financial statements

+ Experience analyzing Generally Accepted Accounting Principles (GAAP), Balance Sheet and Income Statements

+ Strong analytical skills with high attention to detail and accuracy

+ Ability to work effectively, as well as independently, in a team environment

+ Intermediate Microsoft Office skills

+ Excellent verbal, written, and interpersonal communication skills

+ BS/BA degree or higher in business administration, finance, accounting or economics

+ Completion of coursework in Finance and/or Accounting

+ 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); Automated Financial Systems (AFS), Imaging and Content Management Platform (ICMP) and nCINO​

Job Expectations:

+ This position currently offers a hybrid work schedule

+ Ability to work additional hours as needed

Locations:

+ 1525 W WT Harris Blvd, Charlotte, North Carolina

Other Information:

+ Position location listed above.

+ Relocation assistance is not available for this position.

+ This position is not eligible for Visa Sponsorship

**You should be aware that specific compliance policies may apply regarding outside activities and/or personal investing. Requirements may include pre-clearing outside activities, transferring brokerage accounts to a designated broker, trade pre-clearance, minimum holding period, monitoring of trading activity, etc. Affected employees will be expected to provide information to the Personal Account Dealing Team and abide by applicable policy requirements. If you would like additional information to help assess impact, please discuss with your hiring manager or contact the Personal Account Dealing Team at [email protected]. Otherwise, more detailed information will be provided after you join Wells Fargo.

Posting End Date:

9 Jun 2025

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

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.

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 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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.

**Req Number:** R-463666