Wells Fargo Logo

Wells Fargo

Mid-Corporate Senior Financial Analyst

Posted An Hour Ago
Be an Early Applicant
Hybrid
Chicago, IL, USA
77K-133K Annually
Senior level
Hybrid
Chicago, IL, USA
77K-133K Annually
Senior level
Support mid-corporate commercial banking teams by underwriting and executing financing transactions, performing detailed financial statement and credit analysis, drafting credit approval memorandums, presenting findings to approvers, participating in portfolio management and strategic initiatives, and integrating AI tools to streamline workflows.
The summary above was generated by AI
About this role:
Wells Fargo is seeking a Mid-Corporate Senior Financial Analyst in Commercial Banking to work in partnership with small deal teams that provide research, analysis, and underwriting to prepare recommendations to extend credit and monitor borrowing relationships with clients whose annual revenues are generally $500MM and above. Learn more about the career areas and lines of business at wellsfargojobs.com. #commercialbanking
In this role, you will:
  • Assist with the underwriting and execution of financing transactions, including completion of due diligence, credit analysis, and drafting credit approval memorandums
  • Analyze a wide range of detailed information including financial statements and projections, lender presentations, management presentations, and third-party reports
  • Research complex financial and credit information for commercial businesses according to business unit standards
  • Aid in the presentation of transaction to credit approvers and senior leaders in a clear and concise manner with well-reasoned support
  • Participate in low to moderately complex Mid-Corporate Portfolio Management assignments
  • Assist in the development and execution of company-wide strategic initiatives via specialized project work and/or assignments
  • Integrate AI tools into underwriting and portfolio management workflows to streamline research, accelerate production, and drive innovation and efficiency.
  • Collaborate and consult with Mid-Corporate Portfolio Management peers, colleagues, internal stakeholders as well as internal and external customers to resolve issues and achieve goals
Required Qualifications, US:
  • 2+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Strong analytical skills including analyzing complex data
  • Ability to perform in depth commercial financial statement analysis
  • Knowledge and understanding of debt and equity capital markets
  • Underwriting experience
  • Intermediate Microsoft Office skills, including using Excel for financial analysis and projection modeling
  • Excellent verbal, written, and interpersonal skills, including the ability to present to decision makers and other stakeholders in a professional and confident manner
  • Experience with nCino
  • A BS/BA degree or higher
Job Expectations:
  • Ability to travel up to 10% of the time
  • This position is not eligible for Visa sponsorship
  • This position offers a hybrid work schedule
  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Locations:
  • 10 S Wacker Dr - Chicago, IL 60606
  • 600 S 4th St - Minneapolis, MN 55415
  • 401 Las Colinas Blvd W - Irving, TX 75039
  • 1000 Louisiana St - Houston, TX 77002
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs).
$77,000.00 - $133,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
Posting End Date:
7 Jul 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.
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.
#BI-Hybrid

Similar Jobs at Wells Fargo

An Hour Ago
Hybrid
Hodgkins, IL, USA
34K-60K Hourly
Senior level
34K-60K Hourly
Senior level
Fintech • Financial Services
Grow and manage relationships with affluent customers by delivering multi-product financial solutions across deposits, lending, investments, and business banking. Proactively acquire clients, conduct discovery-driven planning conversations, coordinate with Wealth, Home Lending, and Business Banking partners, drive digital adoption, handle everyday banking needs, ensure accurate documentation and risk compliance, and meet licensing and registration requirements (FINRA, state insurance, SAFE).
2 Days Ago
Hybrid
Bannockburn, IL, USA
38K-67K Hourly
Senior level
38K-67K Hourly
Senior level
Fintech • Financial Services
Lead and manage a Wells Fargo branch to drive sales, deepen customer relationships, coach and develop staff, ensure operational and compliance standards, and balance growth with risk management. Complete Branch Manager Readiness Program before permanent placement.
Top Skills: Digital BankingSafe Registration
2 Days Ago
Hybrid
25K-38K Hourly
Junior
25K-38K Hourly
Junior
Fintech • Financial Services
Support Financial Advisors by servicing client accounts, preparing forms, scheduling appointments, researching inquiries, coordinating marketing/referrals, and maintaining regulatory filing and recordkeeping to grow client relationships.
Top Skills: ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word

What you need to know about the Chicago Tech Scene

With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.

Key Facts About Chicago Tech

  • Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
  • Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
  • Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
  • Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account