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Wells Fargo is seeking a Lead 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:
Support performance and overall effectiveness of team, as well as cross-group administrative operations
Provide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio Management
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 or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation
Independently prioritize work and provide day-to-day-work leadership and mentorship to team
Lead or contribute to implementation of new or revised processes and procedures
Provide guidance and subject matter expertise to immediate team and Commercial Banking Portfolio Management on wide range of information
Validate information on various Systems of Records with exhaustive authoritative documentation
Proactively respond to inquiries on accounts and resolve any discrepancies
Provide training and mentorship for more Junior Team Members
Cross train on other existing processes
Should be flexible in switching roles in between multiple processes as per business requirement
Should be flexible in taking additional responsibilities and ensure smooth execution without compromising on quality and timelines
High level of initiative and accountability
Process work as agreed with the Line of Business and adhere to the procedures/standards of the process
Flexibility to work in different shifts
Requirements:
6+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
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:
Bachelor's Degree or equivalent. MBA a plus
With solid experience in Risk and Regulatory Data Validation and Remediation that exists on Systems of Record (SOR)
Well-versed with Credit Agreements and Credit Approval Documents
Knowledge of Accounting and Finance, Industry analysis, internal and external risk factors of the borrower
Ability to interpret loan/credit documents
Good understanding of key credit terms such as interest rates, advance rate, loan limits, fee
Strong MS Excel and Reporting Skills. Good with macros is a plus
Strong analytical, research and problem-solving skills
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
Highly motivated with strong organizational skills
Ability to succeed in a team environment
Effective organizational, multi-tasking, and prioritizing skills