Senior Commercial Banking Portfolio Coordinator, Wells Fargo

Wells Fargo

Location:
India, Bengaluru

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Senior Commercial Banking Portfolio Coordinator role in Business Services team providing processing support for Wells Fargo's follow-the-sun delivery model. The position involves financial spreading, analysis of financial statements, credit assessment, and supporting various banking divisions including Home Lending, Wholesale Ops, Wealth & Investment Management, and Community banking.

Job Responsibility:

Financial spreading in MRA tool
Analyzing financial statements
Identification of trend and provide financial commentaries on cause and effect on identified trend
Prepare projected financial statements as per relationship managers requirement
Complete Pro forma adjustments based on the projected financial information
Interpret and spread financials of different companies belong to different division
Assessing the repayment capacity of the highly leveraged Borrower's
Handle subjectivity in the financial analysis/spreading and substantiate with reasons
Flexible in switching roles in between Processors/DSO/QC as per business requirement
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
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:

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 an 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
3-5 years of experience in financial statement spreading and credit analysis

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

Additional Information:

Job Posted:
October 01, 2025

Expiration:
October 02, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Commercial Banking Portfolio Coordinator