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Jobs · Management · North Carolina

Commercial Banking Portfolio Coordinator - Financial Spreading

Wells Fargo · Charlotte, NC · 1 mo ago
ManagementFull-time

About This Role

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator as part of the Wholesale Lending Operations / 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 wellsfragojobs.com.

In This Role

  • Review credit information of loans for companies and industries
  • 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 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

  • Accounting or finance experience
  • Ability to read and interpret financial statements
  • Experience analyzing Generally Accepted Accounting Principles (GAAP), Balance Sheet and Income Statements, 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
  • Strong analytical skills with high attention to detail and accuracy

Job Expectations

  • Ability to work additional hours as needed
  • Willingness to work on-site at stated location on the job opening

Posting End Date

10 Jul 2026

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.

Careers at Wells Fargo

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.

Drug and Alcohol Policy

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

Recruitment and Hiring Requirements

Third-Party recordings are prohibited unless authorized by Wells Fargo. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. Reference Number R-554122

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