Commercial Banking Portfolio Coordinator - Pre-Close Covenant Monitoring

Wells Fargo • Charlotte, NC • 21h ago

Commercial Banking Portfolio Management: Covers jobs responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. Serves as a key member of a client's deal team.

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.

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

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:

1+ 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

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)

Intermediate Microsoft Office skills

Ability to read and interpret financial statements

Completion of coursework in Finance and/or Accounting

Strong analytical skills with high attention to detail and accuracy

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

Excellent verbal, written, and interpersonal communication skills

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

Job Expectations:

This position is not eligible for Visa sponsorship

Candidate must be based out of posted location

This position offers a hybrid work schedule

Relocation assistance is not available for this position

Ability to work additional hours as needed

Locations:

CHARLOTTE, NC

?**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 PADTeam@wellsfargo.com . Otherwise, more detailed information will be provided after you join Wells Fargo.

Posting End Date:

8 May 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.

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-541809

Go to Apply

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