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Commercial Banking Portfolio Associate

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
Philippines, Taguig City

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

Wells Fargo is seeking a Commercial Banking Portfolio Associate. This job is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. Serves as a key member of a client’s deal team.

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 work experience
  • training
  • military experience
  • education
  • Core banking & loan Operations experience (Overall 8-10 yrs.)
  • Proficiency in Microsoft (Excel, PowerPoint, Word
  • >98% Accuracy
  • Analytical and problem-solving skills
  • Perform all 4 skills (QC, project management, coaching, & training)
  • Process all industries across the credit spreading portfolio
  • SOP creation & Subject matter expertise
  • Trainer (Train the Trainer certified) & Coach
  • Provide effective feedback
  • Rating High Meets and Above
  • Excellent Comprehension skills
  • Strong Risk Mindset
  • Audit and Risk Call management
  • Identify RISKs proactively and highlight them to the stake holders
  • Drive RCSA controls and ensure escalations are handled accurately and timely.

Additional Information:

Job Posted:
August 08, 2025

Expiration:
August 24, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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