Commercial Banking Portfolio Coordinator

Commercial Banking Portfolio Coordinator

About this role:

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator and in this role, you will Spread Financial statements of private as well as public limited companies of different industries in credit application utilized for traditional asset-based lending, specialized senior secured financing, Accounts receivable financing and purchase order financing to companies and make relevant adjustments in cash flow and various ratio calculations to reflect true financial status of the customers.

In this role, you will:

• Includes end to end responsibility of request received from clients includes financial spreading, analyzing financial statements, identification of trend and provide financial commentaries on cause and effect on identified trend as per business requirement
• Prepare projected financial statements as per relationship managers requirement   
• Complete Pro forma adjustments based on the projected financial information as per requirement  
• Should be able to interpret and spread financials of different companies belong to different division as per business requirement at any given day
• Strong knowledge on accounting and finance, Industry analysis, Internal and external risk factors of the borrower and more importantly a superior business writing and good communication skills.
• Assessing the repayment capacity of the highly leveraged Borrower’s.
• Should be able to handle subjectivity as per requirement
• 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 able to do quality check of the work done by other team members as per business requirement
• Facilitates communication to resolve problems and advance strategies.
• Take up the lead analyst role in the process as per requirement
• Make a significant contribution toward achieving team goals through knowledge and skills.
• Lead or champion efforts to increase productivity and goal accomplishment.
• Act as a coach or mentor to facilitate learning from experience.

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:

• Stakeholders/Client management
• Able to multi-task to accomplish tasks effectively.
• Strong analytic skill, Quick Learner & Attention to detail
• 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

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: Commit

Posting End Date: 

14 Jun 2026

*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.