Lead Commercial Banking Portfolio Coordinator, Wells Fargo

Lead Commercial Banking Portfolio Coordinator

Wells Fargo

Location:
Philippines, Taguig City

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Lead Commercial Banking Portfolio Coordinator. Responsible for credit portfolio management to meet long-term financial objectives and risk tolerance for commercial banking clients. Key responsibilities include supporting team effectiveness, reviewing credit information, financial spreading, leadership, and mentorship activities. Role requires onsite presence from 5PM to 2AM Manila time at 5NEO, BGC, Taguig.

Job Responsibility:

support performance and overall effectiveness of team
provide feedback and present ideas for improving or implementing processes and tools
review credit information of loans for companies and industries
respond to customer inquiries and generate status reports
perform or guide others on complex tasks or initiatives
prioritize work and provide day-to-day leadership and mentorship
lead or contribute to implementation of new or revised processes and procedures
provide guidance and subject matter expertise
spread financial statements of companies
prepare projected financial statements
interpret and spread financials of different companies
perform quality checks of work done by other team members
facilitate communication to resolve problems and advance strategies
contribute toward achieving team goals
act as a coach or mentor to facilitate learning

Requirements:

6+ years of Commercial Banking Portfolio Management experience, or equivalent
graduate of any business course
5+ 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
strong analytical skills
quick learner
ability to succeed in a team environment
ability to work quickly & accurately while maintaining acceptable standards of workmanship
ability to recognize and escalate to management for any process breaches

Additional Information:

Job Posted:
September 02, 2025

Expiration:
September 08, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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