Commercial Banking Portfolio Coordinator – Pre-Close Covenant Monitoring

Are you looking to join a dynamic and growing team in the world of commercial banking? Wells Fargo is seeking a motivated and detail-oriented individual to join our team as a Commercial Banking Portfolio Coordinator - Pre-Close Covenant Monitoring.In this role, you will be responsible for managing the pre-close covenant monitoring process for our commercial banking clients. This includes reviewing loan documents, tracking compliance with covenants, and communicating with internal and external stakeholders to ensure timely and accurate reporting.To succeed in this role, you must have a strong understanding of commercial banking products and services, excellent organizational skills, and the ability to thrive in a fast-paced environment. If you are a team player with a passion for delivering exceptional customer service, we want to hear from you. Join us at Wells Fargo and take the next step in your career.

1. Manage the pre-close covenant monitoring process for commercial banking clients.
2. Review loan documents to ensure accuracy and completeness.
3. Track compliance with covenants and report any discrepancies to the appropriate parties.
4. Communicate with internal and external stakeholders to ensure timely and accurate reporting.
5. Maintain a thorough understanding of commercial banking products and services.
6. Work closely with Relationship Managers to provide support and guidance on pre-close covenant monitoring.
7. Collaborate with other team members to ensure efficient and effective processes.
8. Identify areas for improvement and implement solutions to streamline processes.
9. Maintain accurate and organized records of all covenant monitoring activities.
10. Prioritize and manage multiple tasks in a fast-paced environment.
11. Provide exceptional customer service to both internal and external clients.
12. Stay up-to-date on industry regulations and changes that may impact the pre-close covenant monitoring process.
13. Act as a team player and support other team members as needed.
14. Adhere to all company policies and procedures.
15. Continuously strive to improve processes and procedures to enhance the overall efficiency and effectiveness of the pre-close covenant monitoring process.

According to JobzMall, the average salary range for a Commercial Banking Portfolio Coordinator – Pre-Close Covenant Monitoring in Chandler, AZ, USA is $60,000-$80,000 per year. Salaries may vary depending on the specific job responsibilities, level of experience, and company size.

Wells Fargo & Co. is a bank holding company that engages in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. It operates through the following segments: Community Banking, Wholesale Banking, and Wealth and Investment Management. The Community Banking segment offers investment management and other services to retail customers and securities brokerage and provides financial products and services to consumers and small businesses.