About this role:

Wells Fargo is seeking a Lead Commercial Banking Portfolio Coordinator.

In this role, you will:

Support performance and overall effectiveness of team, as well as cross-group administrative operations
Provide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio Management
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 or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation
Independently prioritize work and provide day-to-day-work leadership and mentorship to team
Lead or contribute to implementation of new or revised processes and procedures
Provide guidance and subject matter expertise to immediate team and Commercial Banking Portfolio Management on wide range of information

Required Qualifications:

6+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Chartered Accountant and Bachelor's Degree (Commerce Mandatory), equivalent
Strong knowledge on accounting and finance, Industry analysis, Internal and external risk factors of the borrower
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
Sound knowledge of ratio analysis, cash flow, and trend analysis
Must have experience of Financial spreading across all the Industries
Sound knowledge on Moody's Risk Analytics (MRA) (added advantage)
Strong knowledge on GAAP Accounting / International Financial Reporting Standards
Ability to read & analyze financial statements.
Excellent knowledge of MS office application primarily MS Word, MS Excel and PowerPoint
Strong analytical skills.
Excellent communication skills
Should be flexible to stretch as per business requirement.
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

Job Expectations:

Includes end to end responsibility of request received from clients includes financial spreading in MRA tool, analyzing financial statements, identification of trend and provide financial commentaries on cause and effect on identified trend as per business requirement
Prepare projected financial statements as per relationship managers requirement
Complete Pro forma adjustments based on the projected financial information as per requirement
Should be able to interpret and spread financials of different companies belong to different division as per business requirement at any given day
Assessing the repayment capacity of the highly leveraged Borrower's.
Should handle subjectivity in the financial analysis/spreading and substantiate with reasons
Should be flexible in switching roles in between Processors/DSO/QC at any point of time during the day/months as per business requirement
Should be flexible in taking additional responsibilities and ensure smooth execution without compromising on quality and timelines
Act as a coach or mentor to facilitate learning from experience depending on requirement
Facilitates communication to resolve problems and advance strategies.
Make a significant contribution toward achieving team goals through knowledge and skills.
Lead or champion efforts to increase productivity and goal accomplishment.

Posting End Date:

2 Jul 2026

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.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our 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.

Lead Commercial Banking Portfolio Coordinator - Financial Spreading