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Senior Commercial Banking Portfolio Coordinator

  • Client Management
  • Full time
  • R-382026

About this role:

Wells Fargo is seeking a Senior Commercial Banking Portfolio Coordinator.

In this role, you will:

  • Responsibility includes, but not limited to:

    •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
    • 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.
    •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
    • 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
    •Interact with the immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits• Understand the feedback received from the reviewers and implement the same in their day to day work.
    • Quality check of work performed by junior team members and provide appropriate feedback on the same.

Required Qualifications:

  • 4+ years of financial analysis 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
    • Upto 4+ years’ of overall commercial credit experience across diversified asset class (includes corporate entities and real estate asset class)
    • Good knowledge on financial statements for various industries with ability to ascertain trends, ratios and call out key risks when compared to benchmarks (historical and industry performance).
    • 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
    • Intermediary to 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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