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Commercial Banking Portfolio Associate

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
India , Bengaluru

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Category:
Banking

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Wells Fargo is seeking a Commercial Banking Portfolio Associate

Job Responsibility:

  • Research complex financial and credit information for commercial business, or high net worth customer loan packages, according to business unit standards within Commercial Banking Portfolio Management functional area
  • Review basic issues, policies, or procedures for which answers can be quickly obtained, related to low to medium risk tasks and deliverables
  • Underwrite loans with aggregate credit exposure based upon approved credit authority limits
  • Investigate credit standards and determine credit worthiness of high net worth loans
  • Receive direction from supervisor and exercise independent judgement while developing understanding of function, policies, procedures, and compliance requirements
  • Collaborate and consult with managers, functional colleagues, and stakeholders including internal as well as external customers

Requirements:

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

Nice to have:

  • MBA (Finance /Banking), Cost and Management Accountancy, Chartered Accountancy or post-graduation in Economics
  • Good knowledge on financial statements for various industries (preferably Real Estate) with ability to ascertain trends, ratios and call out key risks when compared to benchmarks (historical and industry performance)
  • Working knowledge of Discounted Cash Flow, Comparable Company, and Precedent Transaction analysis
  • Working experience with Moody's Risk Analytics would be a plus
  • Should be aware of key factors which helps in assessing credit worthiness of borrower
  • Excellent communication skills, with special focus on business writing skills for credit reports
  • Ability to read, comprehend and synthesize data regarding borrower performance / market related information from multiple sources into one prescribed template
  • Foundational AI literacy including understanding and application of AI tools, critical thinking, responsible AI use, adaptability and continuous learning

Additional Information:

Job Posted:
May 11, 2026

Expiration:
May 21, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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