Commercial Banking Portfolio Coordinator at Wells Fargo

About this role:

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator.

In this role, you will:

• Review complex 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:

• Experience in financial analysis, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Degree/master's in accounting, Finance, Economics or CA Inter.

• Any professional certification in Finance/Accounting/Economics would be a plus

• Certification in VBA/Advanced Excel would be a plus

• Should have 1+ years of work experience.

• Analytical bent of mind and ability to draw pattern from discrete set of data.

• Good knowledge with excel skills with ability to develop and comprehend complex function and macros.

• Excellent communication skills, with good comprehension and business writing skills.

• Responsibility includes, but not limited to:

• Review, analysis and delivery of financial statement transactions and positions based on internal controls and industry standards. Knowledge in Credit Analysis, US GAAP,10K & 10Qs.

• Good knowledge on GAAP Accounting / International Financial Reporting Standards. Well versed with EBITDA calculation, credit structuring, WACC & DCF.

• Financial spreading work & ratio analysis.

• Independently identifies issues and implements resolutions; may assist other team members with issues

• As a subject matter expert, provides work direction and training to co-workers regarding processes.

• Strong analytical, research, Strong business writing skills and problem-solving skills.

• Participates in process meetings and interacts on a fairly regular basis with process SMEs

• Perform administrative function, research on access accounts, projects, and maintenance and database conversions as required.

• Very detailed oriented and flexible to work on multiple processes.

• Strong with MS Excel and Macros

• Thorough understanding of customer data requirements as related to the banking and financial services industry.

• Quality-oriented. Good attention to detail. Have a sense of urgency in addressing errors. Demonstrates willingness to learn new skills and tasks

• Finishes one’s tasks as per set schedules. Takes initiative for ensuring timely completion of set tasks.

• Receives and reciprocates basic information clearly in the written and oral form; Demonstrates good command over the English language. Ability to escalate issues appropriately.

• Ability to accurately process high volumes of work within established deadlines

• Ability to adapt to change and work on multiple processes

• Ability to set priorities, and deliver the tasks within the stipulated timelines

• Candidate must be willing to work in shifting schedule depending on business need.

• Quality check of work performed by junior team members and provide appropriate feedback on the same.

• Understand the feedback received from the onshore team members and disseminate the same to the team.

• Provide training to the team members and educate them on the tough scenarios

Job Expectations:

• Work on the activities related to Regulatory Reporting, using the financial metrics, debt schedule, WFCC and discounted cash flows.

• Portfolio support activities

• Knowledge on C&I, CRE and Leverage Lending loans

• 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:

10 May 2026

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.