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Commercial Banking Portfolio Coordinator, Financial Spreading

  • Client Management
  • Full time
  • R-278449

About this role:

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator. The role 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:

  • 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 moderately complex credit investigations on companies and industries
  • Receive direction from Commercial Banking Portfolio Management supervisor and escalate noncompliant issues
  • Ensure credit files are current
  • Interact with the immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits

Required Qualifications:

  • Two ( 2 ) years' experience in financial analysis, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Bachelor's degree in Banking and Finance, Accounting
  • Work experience in banking operations preferably in Wholesale Lending Operations
  • Work knowledge on Loan Life Cycle Management, Lease Financing, Equipment Financing, Distribution Financing
  • Basic experience on Payments and Funding
  • Experience on Financial Spreading, Underwriting, Audit,
  • Good knowledge of Accounting and Corporate Financial Accounting System 
  • Good understanding of financial ratios and knowledge on Moody's Risk Analytics, a strong advantage
  • Good knowledge on GAAP Accounting, International Financial Reporting Standards
  • Ability to read and interpret financial statements

Job Expectations:

  • Amenable to work on US schedule ( night shift ), Monday - Friday
  • Amenable to work during PH holiday
  • Amenable to work onsite

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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.

Drug and Alcohol Policy


Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

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