Wells Fargo is seeking a Commercial Banking Portfolio Coordinator...
In this role, you will:
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, US:
2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Required Qualifications, International:
Experience in financial analysis, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Essential Qualification
Master\'s Degree in finance and accounting
Analyze and interpret financial information
Excellent English comprehension, written and verbal communication skills, and interpersonal skills
Good problem solving and analytical skills & ability to accurately process high volumes of work within established deadlines
Proficient in MS Office especially MS Excel
Strong Organizations skills - detail oriented. Ability to set priorities, plan and organize work
Demonstrate good team player qualities.
Sound risk management mindset and good understanding of compliance
Demonstrates/maintains professional conduct under all circumstances
Desired Qualifications
Knowledge of GAAP Accounting
Quick learner
Highly motivated individual who is able to work well independently and in a team environment
Ability to recognize and escalate issues to management for any process breaches
Ability to multitask to accomplish tasks and meet deadlines effectively
Ability to work quickly & accurately while maintaining acceptable standards of workmanship
Flexibility to stretch to accomplish projects timely
Essential Qualification
Master\'s Degree in finance and accounting
Analyze and interpret financial information
Excellent English comprehension, written and verbal communication skills, and interpersonal skills
Good problem solving and analytical skills & ability to accurately process high volumes of work within established deadlines
Proficient in MS Office especially MS Excel
Strong Organizations skills - detail oriented. Ability to set priorities, plan and organize work
Demonstrate good team player qualities.
Sound risk management mindset and good understanding of compliance
Demonstrates/maintains professional conduct under all circumstances
Desired Qualifications
Knowledge of GAAP Accounting
Quick learner
Highly motivated individual who is able to work well independently and in a team environment
Ability to recognize and escalate issues to management for any process breaches
Ability to multitask to accomplish tasks and meet deadlines effectively
Ability to work quickly & accurately while maintaining acceptable standards of workmanship
Flexibility to stretch to accomplish projects timely
Job Expectations: 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, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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.
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