Commercial Banking Portfolio Coordinator

About This Role

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator within Commercial Banking Operations. Learn more about the career area and lines of business at wellsfargojobs.com.
In This Role, You Will:

• Spread and analyze commercial client financial statements, tax returns, and related financial documents.
• Enter financial data accurately into the system of record in accordance with established spreading guidelines.
• Research and resolve data discrepancies, escalating issues as needed.
• Manage assigned work requests while meeting production, quality, and turnaround expectations.

Required Qualifications

• 1+ year 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
• 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