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Commercial Banking Portfolio Coordinator – Pre-Close Covenant Monitoring

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 team. Learn more about the career areas and lines of business at wellsfargojobs.com.

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 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:

  • 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.

  • A 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) or Imaging and Content Management Platform (ICMP)

Job Expectations:

  • Ability to work additional hours as needed.

  • Willingness to work on-site at stated location on the job posting.

  • Relocation assistance is not available for this position.

Posting Location:

  • 4101 Wiseman Blvd Bldg. 307, San Antonio, TX 78253

  • 1525 West WT Harris Blvd, Charlotte, North Carolina 28262

  • 2800 S Price Road, Chandler, Arizona 85286

Posting End Date: 

21 Jul 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.

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