About this role:
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:
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:
Support in performing a variety of loan documentation duties on moderately complex loans / lease to ensure compliance with company's policies and procedures for loan products.
Perform loan documentation for moderately complex loans / lease.
Process and close for loan / lease products
Interpret Loan Documentation policies while analyzing applicants, property, and documentation, ordering all required verifications, documentation, and subsequent follow ups
Receive directions from Loan / lease Documentation supervisor and escalate non-routine questions
Manage an assigned pipeline of loans and provide guidance and training to other Loan/ lease Documentation individuals
Interact with immediate Loan/ lease Documentation team and functional area on routine process
Operational:
Should be flexible in switching roles in between Processors/DSO/QC at any point of time during the day/months as per business requirement
Should be adaptable in taking on additional responsibilities and ensure smooth execution without compromising on quality and timelines
Facilitates communication to resolve problems and advance strat