Associate Commercial Banking Portfolio Coordinator at Wells Fargo

Bengaluru, karnataka, India -

Full Time

Start Date

Immediate

Expiry Date

20 Jun, 26

Salary

0.0

Posted On

23 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Analysis, Covenant Review, Financial Reporting, Data Entry, Customer Service, Underwriting, Credit Investigation, GAAP Accounting, Multitasking, Prioritization, Risk Management, Compliance, MS Excel, Problem Solving, Analytical Skills, Organization

Industry

Financial Services

Description

About this role: Wells Fargo is seeking an Associate Commercial Banking Portfolio Coordinator In this role, you will: Review borrowers’ covenants and financial reporting requirements, validating exposures, searching internal systems for available financial information, data entry into workflow tool, preparing checklist of pending financial information, providing customer service to front office bankers, ensuring receipt and imaging of complete underwriting financial packages Track jobs assigned at every stage of the process prior to underwriting Prepare Annual Review Jobs for underwriting; review financial documents and loan agreements to determine if all required or eligible alternative documents are available to complete the annual review; review covenants and identify certain loan types to determine all the necessary documents required to perform underwriting work Perform basic credit investigations on companies and industries Escalate issues or complaints in a timely manner Required Qualifications: 6+ months of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Knowledge of GAAP Accounting Quick learner Highly motivated individual who is able to work well independently and in a team environment Ability to recognize and escalate issues to management for any process breaches Ability to multitask to accomplish tasks and meet deadlines effectively Ability to work quickly & accurately while maintaining acceptable standards of workmanship Flexibility to stretch to accomplish projects timely Job Description - Additional Language Essential Qualification Master’s Degree in finance and accounting Analyze and interpret financial information Excellent English comprehension, written and verbal communication skills, and interpersonal skills Good problem solving and analytical skills & ability to accurately process high volumes of work within established deadlines Proficient in MS Office especially MS Excel Strong Organizations skills - detail oriented. Ability to set priorities, plan and organize work Demonstrate good team player qualities. Sound risk management mindset and good understanding of compliance Demonstrates/maintains professional conduct under all circumstances Desired Qualifications Knowledge of GAAP Accounting Quick learner Highly motivated individual who is able to work well independently and in a team environment Ability to recognize and escalate issues to management for any process breaches Ability to multitask to accomplish tasks and meet deadlines effectively Ability to work quickly & accurately while maintaining acceptable standards of workmanship Flexibility to stretch to accomplish projects timely Posting End Date: 28 Mar 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. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 34 on Fortune’s 2024 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities

This role involves reviewing borrower covenants and financial reporting requirements, validating exposures, and managing the workflow process for underwriting support. Responsibilities also include preparing annual review jobs by examining financial documents and loan agreements to ensure all necessary underwriting materials are present.