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Wells Fargo Logo Wells Fargo · Banking

Senior Commercial Banking Portfolio Coordinator

India, Hyderabad · Job Posted June 15, 2026

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Job Description

Wells Fargo is seeking a Senior Commercial Banking Portfolio Coordinator.

Job Responsibility

  • Review complex credit information of loans for companies and industries
  • Provide support to the Commercial Banking Portfolio Management team and more experienced individuals in the credit approval process
  • Perform complex credit investigations on companies and industries
  • Utilize knowledge and interpretation of procedures to direct less experienced individuals
  • Interact with immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits
  • Includes end to end responsibility of request received from clients includes financial spreading in MRA tool, analyzing financial statements, identification of trend and provide financial commentaries on cause and effect on identified trend as per business requirement
  • Prepare projected financial statements as per relationship managers requirement
  • Complete Pro forma adjustments based on the projected financial information as per requirement
  • Should be able to interpret and spread financials of different companies belong to different division as per business requirement at any given day
  • Assessing the repayment capacity of the highly leveraged Borrower’s
  • Should handle subjectivity in the financial analysis/spreading and substantiate with reasons
  • Should be flexible in switching roles in between Processors/DSO/QC at any point of time during the day/months as per business requirement
  • Should be flexible in taking additional responsibilities and ensure smooth execution without compromising on quality and timelines
  • Act as a coach or mentor to facilitate learning from experience depending on requirement
  • Facilitates communication to resolve problems and advance strategies
  • Make a significant contribution toward achieving team goals through knowledge and skills
  • Lead or champion efforts to increase productivity and goal accomplishment

Requirements

  • 4+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Chartered Accountant or equivalent and Bachelor's Degree (Commerce Mandatory), equivalent
  • Strong knowledge on accounting and finance, Industry analysis, Internal and external risk factors of the borrower
  • Should have experience in assessing credit worthiness of the borrowers based on qualitative and quantitative factors
  • Strong knowledge of preparation and analysis of projected and Proforma based financial statements
  • sound knowledge of ratio analysis, cash flow, and trend analysis
  • Should have experience of financial spreading across all the industries
  • Sound knowledge on Moody's Risk Analytics (MRA) (added advantage)
  • Strong knowledge on GAAP Accounting / International Financial Reporting Standards
  • Ability to read & analyze financial statements
  • Excellent knowledge of MS office application primarily MS Excel
  • Strong analytical skills
  • Excellent communication skills
  • Should be flexible to stretch as per business requirement

Nice to have

  • Stakeholders/Client management
  • Able to multi-task to accomplish tasks effectively
  • Strong analytic skill, Quick Learner & Attention to detail
  • Ability to work quickly & accurately while maintaining acceptable standards of workmanship
  • Ability to recognize and escalate to management for any process breaches
  • Highly motivated with strong organizational
  • Flexibility to work in different shifts
  • Ability to succeed in a team environment
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