Senior Commercial Banking Portfolio Coordinator

About this role:

Wells Fargo is seeking a Senior Commercial Banking Portfolio Coordinator

In this role, you will:

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

Required Qualifications:

2+ years of financial analysis 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

Should 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/Direct Sign off / Quality Check 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

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:

21 Jun 2026

Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

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.