Commercial Banking Portfolio Coordinator, Wells Fargo

Wells Fargo

Location:
Philippines, Taguig City

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Commercial Banking Portfolio Coordinator for Financial Spreading 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
Analyze, adjust and input financial statements (balance sheet, cash flow, income statement and financial ratios) from private and public companies across diverse industries into the bank's system of records
Prepare projected financial statements as per relationship managers requirement

Requirements:

2+ years of financial analysis experience or equivalent demonstrated through work experience, training, military experience, or education
Graduate of any business course (e.g., Accountancy, Business Administration, Commerce)
At least two (2) years of experience in Financial and 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
Strong Stakeholders and Client management skills
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

Nice to have:

Experience working in a Shared Service environment or Financial Institution
Strong Stakeholders and Client management skills

Additional Information:

Job Posted:
October 09, 2025

Expiration:
November 06, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Commercial Banking Portfolio Coordinator