Wells Fargo · 1 month ago
Commercial Banking Portfolio Coordinator
SAN ANTONIO, TX
Full-time
Hybrid
Entry, Mid Level
2+ years expWells Fargo is seeking a Commercial Banking Portfolio Coordinator within Commercial Banking Operations. The role involves calculating compliance with financial covenants, building reporting requirements, and ensuring adherence to policies and procedures while identifying risks and communicating findings to the front office.
BankingFinancial ServicesFinTechInsurancePayments
No H1B
Responsibilities
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 banker 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
Qualification
Required
2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Preferred
Experience analyzing Generally Accepted Accounting Principles (GAAP), Balance Sheets, Income Statements and Tax Returns
Accounting or finance experience
Covenant Monitoring experience
Experience with one or a combination of the following systems: Credit View; Business Lending and Sales Tracking (BLAST), 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)
Completion of coursework in Finance and/or Accounting
Military intelligence or analytics experience including operational management, project management, mission evolution management and finance management
A BS/BA degree or higher in business administration, finance, accounting or economics
Intermediate Microsoft Office skills
Excellent verbal, written, and interpersonal communication skills
Good analytical skills with high attention to detail and accuracy
Ability to work effectively, as well as independently, in a team environment
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
2026-01-24
2026-01-23
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