Lead Commercial Banking Portfolio Coordinator
Lead Commercial Banking Portfolio Coordinator
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Job Description
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:
Experience into Credit and mostly Commercial lending. Credit products loan documents financials.
Lead Commercial Banking Portfolio Coordinator. We believe in the power of working together because great ideas can come from anyone. Through collaboration any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow.
Review complex credit information of loans for companies and industries
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
Experience in financial analysis or equivalent demonstrated through one or a combination of the following: work experience training military experience education
Degree/masters 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.
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.
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
Review analysis and delivery of financial statement transactions and positions based on internal controls and industry standards. Knowledge in Credit Analysis US GAAP10K & 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 ones 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
Posting End Date:
24 Sep 2025*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 units 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 visitDisability 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.
Required Experience:
IC
Employment Type
Full Time
