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Commercial Banking Portfolio Associate

  • Client Management
  • Full time
  • R-382415

About this role:

Wells Fargo is seeking a Commercial Banking Portfolio Associate.

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
• Review financial documents and loan agreements to determine if all required or eligible alternative documents are available to complete the annual review.
• Ability to understand various financial documents including but not limited to company prepared financial statements, company prepared financial statements and U.S tax returns.
• Should be able to review covenants and identify certain loan types to determine all the necessary documents required to perform underwriting work. 
• Deliver quality work product within agreed upon timelines.
• Ability to properly escalate issues or complaints in a timely manner.
• Working knowledge on BLAST and ICMP application is an added advantage.
• Fundamental knowledge of investor and owner occupied real estate transactions is an added advantage
• 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. Update procedures as and when required to leverage for future reference.
• Able to support his/her FLM in preparing the internal reports like performance report, Daily/Weekly Monthly reports and dashboards
• Prepare/design training programs, learning curve design with examples/samples/test cases. Provide progress plan for team members.
• Prepare PDP packs, process documents should be up to date and email should sent to onshore partners for the approval.

Required Qualifications:

  • 6+ months of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

•  At least a B. Com or an equivalent degree preferably MBA
• Should have 5 – 7 years of work experience.
• Sound analytical thinking / high attention to detail with focus on research across various platforms
• Demonstrates strong ownership of work, ability to work independently, able to taken judgement calls with realistic assumption and ability to articulate and present in the narratives.
• Strong communication skills – both verbal and written.
• High level of personal motivation, strong interpersonal skills to work across time zone
• Must be comfortable working independently and as part of a team• Advanced excel skills would be a plus

Posting End Date: 

*Job posting may come down early due to volume of applicants.

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, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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.

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