Commercial Banking Portfolio Coordinator for Financial Spreading, Wells Fargo

Wells Fargo

Location:
Philippines, Taguig

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator. This role 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:

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
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
Prepare projected financial statements as per relationship managers requirement
Should be able to interpret and spread financials of different companies belonging to different division as per business requirement at any given day

Requirements:

2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
College graduate of any business course (Accountancy, Business Administration, Commerce and the like)
1-3+ years experience in Financial/Credit Analysis for Commercial Accounts
Strong familiarity with US GAAP and US Financial Statements (10K, 10Q)
High attention to details
Experience working in a Shared Service environment or Financial Institution
Stakeholders/Client management
Able to multi-task to accomplish tasks effectively
Strong analytical skills
Ability to succeed in a team environment
Ability to work quickly and accurately while maintaining acceptable standards of workmanship
Ability to recognize and escalate to management for any process breaches

Additional Information:

Job Posted:
August 12, 2025

Expiration:
September 11, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Commercial Banking Portfolio Coordinator for Financial Spreading

Wells Fargo

Location:Philippines, Taguig

Category:Banking

Contract Type:Not provided