Commercial Banking Portfolio Coordinator

About this role:

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator.

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:

• 1+ year of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Bachelor's Degree (Commerce Mandatory), equivalent background
• Excellent knowledge of MS office applications primarily MS Word, MS Excel and PowerPoint
• Strong knowledge on accounting and finance, Industry analysis, Internal and external credit risk factors of the borrower  
• Strong analytical skills, Quick Learner & Attention to detail
• Excellent communication skills
• Should be flexible to stretch as per business requirement
• Able to multi-task to accomplish tasks effectively.
• Ability to work quickly & accurately while maintaining acceptable standards of workmanship
• Ability to recognize and escalate to management for any process breaches
• Highly motivated with strong organizational
• Flexibility to work in different shifts
• Ability to succeed in a team environment
• Should be flexible in switching roles in between Processors/DSO/QC at any point of time during the day/months as per business requirement
• Should be flexible in taking on additional responsibilities and ensure smooth execution without compromising on quality and timelines
• Facilitates communication to resolve problems and advance strategies.          
• Make a significant contribution toward achieving team goals through knowledge and skills.
• Lead or champion efforts to increase productivity and goal accomplishment.

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.

Job Expectations:

• Support in performing a variety of loan documentation duties on moderately complex loans / lease to ensure compliance with company's policies and procedures for loan products.
• Perform loan documentation for moderately complex loans / lease.
• Process and close for loan / lease products
• Interpret Loan Documentation policies while analyzing applicants, property, and documentation, ordering all required verifications, documentation, and subsequent follow ups
• Receive directions from Loan / lease Documentation supervisor and escalate non-routine questions
• Manage an assigned pipeline of loans and provide guidance and training to other Loan/ lease Documentation individuals
• Interact with immediate Loan/ lease Documentation team and functional area on routine process

Posting End Date: 

*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.