Commercial Banking Portfolio Coordinator

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:

• MBA Finance (mandatory) and Bachelor's Degree (Commerce), equivalent

• Should have an experience in assessing credit worthiness of the borrowers based on qualitative and quantitative factors

• Strong knowledge of preparation and analysis of projected and Proforma based financial statements

• Strong knowledge on GAAP Accounting / International Financial Reporting Standards

• Sound knowledge of ratio analysis, cash flow, and trend analysis

• Should have experience of Financial spreading across all the Industries

• Good knowledge on Moody's Risk Analytics (MRA) (added advantage)                        

• Ability to read & analyze financial statements.                         

• Should be able to handle subjectivity in the financial analysis and substantiate with reasons

• Excellent knowledge of MS office application

• Strong analytical skills.

• Excellent communication skills

• Should be flexible to stretch as per business requirement

Job Expectations:

• Stakeholders/Client management

• Able to multi-task to accomplish tasks effectively.

• Strong analytic skill, Quick Learner & Attention to detail

• Ability to work quickly & accurately while maintaining acceptable standards of workmanship

• Ability to recognize and escalate to management for any process breaches

• Highly motivated with strong organizational

• Flexibility to work in different shifts

• Ability to succeed in a team environment

• Required AI Skills and Competencies: As part of Wells Fargo’s commitment to innovation and responsible AI adoption, all roles require foundational AI literacy. This includes:

• Understanding and Application of AI Tools: Ability to leverage AI platforms (e.g., Microsoft Copilot, GitHub Copilot, Tachyon, Agentspace) for routine tasks such as summarizing information, drafting content, and analyzing data, while maintaining human oversight.
• Critical Thinking: Ability to interpret AI outputs, validate insights, and make informed business decisions.
• Responsible AI Use: Awareness of ethical considerations, data privacy, and compliance when using AI solutions.
• Adaptability and Continuous Learning: Commitment to upskilling and staying current with emerging technologies.

Posting End Date: 

*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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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.