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Wells Fargo Logo Wells Fargo · IT - Administration

Commercial Banking Portfolio Coordinator

India, Hyderabad · Job Posted June 01, 2026
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Job Description

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator. In this role, you will: Review complex 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.

Job Responsibility

  • Review complex 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

Requirements

  • 1+ year of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Experience in financial analysis, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Degree/master's in accounting, Finance, Economics or CA Inter
  • Any professional certification in Finance/Accounting/Economics would be a plus
  • Certification in VBA/Advanced Excel would be a plus
  • Should have 1+ years of work experience
  • Analytical bent of mind and ability to draw pattern from discrete set of data
  • Good knowledge with excel skills with ability to develop and comprehend complex function and macros
  • Excellent communication skills, with good comprehension and business writing skills
  • Knowledge in Credit Analysis, US GAAP,10K & 10Qs
  • Good knowledge on GAAP Accounting / International Financial Reporting Standards
  • Well versed with EBITDA calculation, credit structuring, WACC & DCF
  • Financial spreading work & ratio analysis
  • Independently identifies issues and implements resolutions
  • may assist other team members with issues
  • As a subject matter expert, provides work direction and training to co-workers regarding processes
  • Strong analytical, research, Strong business writing skills and problem-solving skills
  • Participates in process meetings and interacts on a fairly regular basis with process SMEs
  • Perform administrative function, research on access accounts, projects, and maintenance and database conversions as required
  • Very detailed oriented and flexible to work on multiple processes
  • Strong with MS Excel and Macros
  • Thorough understanding of customer data requirements as related to the banking and financial services industry
  • Quality-oriented
  • Good attention to detail
  • Have a sense of urgency in addressing errors
  • Demonstrates willingness to learn new skills and tasks
  • Finishes one’s tasks as per set schedules
  • Takes initiative for ensuring timely completion of set tasks
  • Receives and reciprocates basic information clearly in the written and oral form
  • Demonstrates good command over the English language
  • Ability to escalate issues appropriately
  • Ability to accurately process high volumes of work within established deadlines
  • Ability to adapt to change and work on multiple processes
  • Ability to set priorities, and deliver the tasks within the stipulated timelines
  • Candidate must be willing to work in shifting schedule depending on business need
  • Quality check of work performed by junior team members and provide appropriate feedback on the same
  • Understand the feedback received from the onshore team members and disseminate the same to the team
  • Provide training to the team members and educate them on the tough scenarios
  • Work on the activities related to Regulatory Reporting, using the financial metrics, debt schedule, WFCC and discounted cash flows
  • Portfolio support activities
  • Knowledge on C&I, CRE and Leverage Lending loans
  • 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: Commitment to upskilling and staying current with emerging technologies

Nice to have

  • Any professional certification in Finance/Accounting/Economics would be a plus
  • Certification in VBA/Advanced Excel would be a plus
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