Wells Fargo

Analyst, Lending Committee Coordination & Reporting

Wells Fargo$90K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 6+ months of experience in Corporate Banking Relationship Management or related fields.
  • Understanding of Capital Markets, Investment Banking, and Credit Risk.
  • Detail-oriented with strong analytical skills.
  • Ability to prioritize and manage multiple tasks effectively.
  • Proficiency in Microsoft Excel and PowerPoint; knowledge of capital allocation tools is a plus.

Responsibilities

  • Act as the primary Coordinator for multiple CIB committees, handling meeting schedules and logistics.
  • Enforce timelines for distributing materials to committee members.
  • Prepare detailed post-meeting summaries including approval statuses and action items.
  • Track and manage approvals throughout the deal lifecycle.
  • Maintain in-depth call reports for pipeline transactions to assist management visibility.
  • Support senior leadership with strategic insights related to committee deal flows.
  • Utilize analytics to identify trends and inform business development strategies.

Benefits

  • Comprehensive health benefits.
  • 401(k) plan for retirement savings.
  • Generous paid time off policy.
  • Disability and life insurance options.
  • Parental and critical caregiving leave.
  • Tuition reimbursement for continued education.
  • Scholarships available for dependent children.
  • Adoption reimbursement and commuter benefits.
Full Job Description
About this role:

Wells Fargo is seeking an Analyst to serve as a Committee Coordinator within the Corporate & Investment Banking (CIB) division, supporting Capital Management, Leveraged Finance, Leveraged Underwriting, Financial Sponsors, and Independent Risk Management (IRM). This is a high-visibility role that is both administrative and strategic, sitting at the center of deal flow for some of CIB’s most significant transactions. The Analyst will primarily own the day-to-day coordination of multiple credit committees – including the Capital Commitment & Distribution Committee (CCDC), Direct Lending, Sponsors, and Pre-IPO Committees – while partnering with senior CIB leadership on a range of strategic and reporting efforts. The ideal candidate brings strong organizational discipline, an eye for detail, and a working knowledge of leveraged finance credit.

In this role, you will:

  • Serve as the dedicated Committee Coordinator across multiple CIB committees – including the Capital Commitment & Distribution Committee (CCDC), Direct Lending, Sponsors, and Pre-IPO Committees – managing meeting scheduling against standing weekly time slots and arranging ad hoc sessions by exception with committee co-chair approval
  • Enforce material distribution timelines
  • Coordinate meeting logistics and attendee discipline
  • Prepare and distribute post-meeting summaries capturing the vote, approval status, follow-ups, and any additional approval or senior-management escalation
  • Track approvals and open action items end-to-end across the deal lifecycle
  • Maintain detailed call reports for all transactions in the pipeline, capturing comprehensive information on pricing, fees, financing milestones, financing structures, and key transaction metrics to promote robust pipeline visibility for senior management
  • Support senior CIB leadership across Capital Management, Leveraged Finance, Leveraged Underwriting, Financial Sponsors, and IRM on a variety of strategic efforts related to committee deal flows, as well as ad-hoc project work related to various lending initiatives
  • Leverage analytics to identify emerging trends in the portfolio to help ensure deal teams’ business development efforts align with CIB’s goals and priorities for the franchise while maintaining strong institutional capital, risk, and return discipline
  • Assist with the development of policies, procedures and presentations

Required Qualifications:

  • 6+ months of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 6+ months ofExperience with Capital Markets, Investment Banking, Corporate Banking, Leveraged Finance, Reporting, Governance or Credit Risk

Desired qualifications:

  • Strong analytical skills with high attention to detail and accuracy
  • Strong organizational, multi-tasking, and prioritizing skills
  • High level of initiative and accountability
  • Working knowledge of leveraged finance, leveraged lending, and credit fundamentals
  • Familiarity with capital commitment / credit committee processes, capital markets, and financial sponsors deal flow
  • Ability to build and maintain recurring management reporting and pipeline / portfolio analytics
  • Excellent written and verbal communication skills, with the ability to interact professionally with senior leadership
  • Proficiency in Microsoft Excel and PowerPoint; familiarity with PrecisionLender or capital allocation tools a plus
  • Ability to handle highly confidential information (including MNPI) with discretion

Job Expectations:

  • This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents
  • 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
  • Visa sponsorship is not available

Posting Locations:

  • 300 S Brevard St. - Charlotte, North Carolina 28202

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$90,000.00 - $150,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit 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:

22 Jul 2026

*Job posting may come down early due to volume of applicants.

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ

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