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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:
Posting End Date:
21 May 2026We 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.
"Wells Fargo is committed to building an inclusive, sustainable recovery for all through a focus on opening pathways to economic advancement, championing quality, affordable homes, empowering small businesses to thrive, and enabling a just, low-carbon economy.
"
Job ID: 147439483
Skills:
Vba, Advanced Excel, Agentspace, WACC, EBITDA calculation, Microsoft Copilot, International Financial Reporting Standards, Credit Analysis, Dcf, Ratio Analysis, financial analysis, Us Gaap, AI tools, financial spreading, credit structuring, Tachyon, GitHub Copilot
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