Ryan
Commercial Banking Analyst at Wells Fargo
- Role
- Commercial Banking Portfolio Coordinator at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Commercial Banking Portfolio Coordinator
Aug 2025 — Present · Charlotte, NC, US
Support Portfolio Managers in testing credit agreements and creating covenants for commercial clients within the middle market bank ($25M–$100M in annual revenue), as well as large syndications underwritten by the Wells Fargo Corporate & Investment Bank-Manage loan documentation, renewals, and portfolio monitoring to ensure adherence to internal policies and regulatory standards-Utilize internal systems including LoanIQ, WBRS, nCino, and ETrac to perform high level credit testing, track covenants, and maintain compliance accuracy-Establish covenants, ticklers, loan amendments, and reporting requirements to mitigate and avoid default risk-Proficient in Microsoft platforms such as Teams, SharePoint and Outlook.
Education
Belmont Abbey College
Bachelor of Arts - BA
2021 — 2025
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