Wells Fargo is seeking a Lead Commercial Banking Portfolio Coordinator. This role is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. Serves as a key member of a client's deal team.
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.
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.
Desired Qualifications:
- Education Qualification: Bachelor's Degree or equivalent. MBA a plus
- With solid experience in Risk and Regulatory Data Validation and Remediation that exists on Systems of Record (SOR).
- Well-versed with Credit Agreements and Credit Approval Documents
- Knowledge of Accounting and Finance, Industry analysis, internal and external risk factors of the borrower
- Ability to interpret loan/credit documents
- Good understanding of key credit terms such as interest rates, advance rate, loan limits, fee
- Strong MS Excel and Reporting Skills. Good with macros is a plus.
- Strong analytical, research and problem-solving skills
- 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
- Highly motivated with strong organizational skills
- Ability to succeed in a team environment
- Effective organizational, multi-tasking, and prioritizing skills
Job Expectations:
- Validate information on various Systems of Records with exhaustive authoritative documentation
- Proactively respond to inquiries on accounts and resolve any discrepancies
- Provide training and mentorship for more Junior Team Members
- Cross train on other existing processes
- Should be flexible in switching roles in between multiple processes as per business requirement
- Should be flexible in taking additional responsibilities and ensure smooth execution without compromising on quality and timelines
- High level of initiative and accountability
- Process work as agreed with the Line of Business and adhere to the procedures/standards of the process
- Flexibility to work in different shifts
Top Skills
What We Do
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.1 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. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
Why Work With Us
We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. We ranked in the top 3 on the 2025 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career” in the U.S.
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