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
- Analyze real estate related documents like Appraisal , Lease agreements
- Provide support to the Commercial Banking Portfolio Management team and more experienced individuals in the credit approval process
- Perform complex credit investigations on companies and industries
- Utilize knowledge and interpretation of procedures to direct less experienced individuals
- Interact with immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits
- Understand the feedback received from the reviewers and implement the same in their day to day work.
- Quality check of work performed by junior team members and provide appropriate feedback on the same.
- Deliver quality work product within agreed upon timelines.
- Ability to properly escalate issues or complaints in a timely manner.
- Able to support his/her FLM in preparing the internal reports like performance report, Daily/Weekly Monthly reports and dashboards
- Prepare/design training programs, learning curve design with examples/samples/test cases. Provide progress plan for team members.
- Process documents should be up to date and email should sent to onshore partners for the approval
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
- At least a B. Com or an equivalent degree preferably MBA
- Should have 5 7 years of work experience.
- Sound analytical thinking / high attention to detail with focus on research across various platforms
- Demonstrates strong ownership of work, ability to work independently, able to taken judgement calls with realistic assumption and ability to articulate and present in the narratives.
- Strong communication skills both verbal and written.
- High level of personal motivation, strong interpersonal skills to work across time zone
- Must be comfortable working independently and as part of a team
- Experience in assessing credit worthiness of borrower based on various qualitative and quantitative factors
- Ability to read, comprehend and synthesize data regarding borrower performance / market related information from multiple sources into one prescribed template.
Job Expectations
Required AI Skills and Competencies
- 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.
Reference Number
R-521919
