R-582060 Commercial Banking Portfolio Coordinator - Pre-Close Covenant Monitoring

Wells Fargo

Posted 5 days ago

Full Time

San Antonio, Texas

Hybrid

Smart Summary

Responsibilities

The Commercial Banking Portfolio Coordinator reviews credit information for loans and performs moderately complex credit investigations on companies and industries. They also respond to customer inquiries, generate status reports, and ensure credit files remain current while adhering to risk and compliance policies.

Qualifications

You have at least one year of financial analysis experience, or equivalent demonstrated through work experience, training, military experience, or education. You are comfortable reviewing credit information, responding to customer inquiries, and performing credit investigations.

Must Have Skills for ATS

Financial analysis

Credit analysis

Microsoft Office

nCino

WBRS

AFS

ICMP

Job Description


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.


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:

  • 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
  • Experience with one or a combination of the following systems: Commercial Loan Origination System (nCino); 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
  • 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 skis

Job Expectations:

  • This position is not eligible for Visa sponsorship
  • This position offers a hybrid work schedule
  • Ability to work additional hours as needed

Posting Location:

  • 4101 Wiseman Blvd, San Antonio, TX 78253

Posting End Date: 

3 Nov 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.

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.

c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.


Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. 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.© 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
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