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
- 4+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Degree/master's in accounting, Finance, Economics or CA Inter.
- Any professional certification in Finance/Accounting/Economics 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
- Financial Analysis, Commercial Banking knowledge, Commercial Real Estate knowledge & Loan documents knowledge.
- Certification in VBA/Advanced Excel would be a plus
- 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
16 Oct 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 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.
Top Skills
What We Do
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.0 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. © 2025 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.
Gallery
Wells Fargo Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
