Senior Commercial Banking Portfolio Coordinator at Wells Fargo

Bengaluru, karnataka, India -

Full Time

Start Date

Immediate

Expiry Date

05 Jul, 26

Salary

0.0

Posted On

06 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial analysis, Credit analysis, US GAAP, Excel, Macros, EBITDA calculation, Credit structuring, WACC, DCF, Ratio analysis, Regulatory reporting, Business writing, Problem-solving, Data analysis, AI tools, Risk management

Industry

Financial Services

Description

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: 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. 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. 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 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. 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 Posting End Date: 12 Apr 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.

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Responsibilities

The Senior Commercial Banking Portfolio Coordinator will review complex credit information and perform credit investigations on companies and industries. They will also provide support to the Portfolio Management team, ensure adherence to internal controls, and act as a subject matter expert for junior team members.