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Senior Commercial Banking Portfolio Coordinator

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
India , Bengaluru

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided
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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

Requirements:

  • 2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Analytical bent of mind and ability to draw pattern from discrete set of data
  • Good knowledge with excel skills with ability to develop and comprehend complex function and macros
  • Excellent communication skills, with good comprehension and business writing skills
  • Work on the activities related to Regulatory Reporting, using the financial metrics, debt schedule, WFCC and discounted cash flows
  • Portfolio support activities
  • Knowledge on C&I, CRE
  • Review, analysis and delivery of financial statement transactions and positions based on internal controls and industry standards
  • Knowledge in Credit Analysis, US GAAP,10K & 10Qs
  • Good knowledge on GAAP Accounting / International Financial Reporting Standards
  • Well versed with EBITDA calculation, credit structuring, WACC & DCF
  • Financial spreading work & ratio analysis
  • Independently identifies issues and implements resolutions
  • may assist other team members with issues
  • As a subject matter expert, provides work direction and training to co-workers regarding processes
  • Strong analytical, research, Strong business writing skills and problem-solving skills
  • Participates in process meetings and interacts on a fairly regular basis with process SMEs
  • Perform administrative function, research on access accounts, projects, and maintenance and database conversions as required
  • Very detailed oriented and flexible to work on multiple processes
  • Strong with MS Excel and Macros
  • Thorough understanding of customer data requirements as related to the banking and financial services industry
  • Quality-oriented
  • Good attention to detail
  • Have a sense of urgency in addressing errors
  • Demonstrates willingness to learn new skills and tasks
  • Finishes one’s tasks as per set schedules
  • Takes initiative for ensuring timely completion of set tasks
  • 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
  • Candidate must be willing to work in shifting schedule depending on business need
  • Quality check of work performed by junior team members and provide appropriate feedback on the same
  • Understand the feedback received from the onshore team members and disseminate the same to the team
  • Provide training to the team members and educate them on the tough scenarios
  • 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
  • Experience in financial analysis, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Degree/Masters in accounting, Finance, Economics or CA Inter

Nice to have:

  • Any professional certification in Finance/Accounting/Economics would be a plus
  • Certification in VBA/Advanced Excel would be a plus

Additional Information:

Job Posted:
May 17, 2026

Expiration:
May 28, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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