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:

Wells Fargo is seeking a Senior Commercial Banking Portfolio Coordinator to provide support to the Commercial Banking Portfolio Management team in the credit approval process, perform complex credit investigations, review credit information, and interact with teams to review processes for providing credits.

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
Review, analysis and delivery of financial statement transactions and positions based on internal controls and industry standards
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
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
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

Requirements:

4+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Degree/master's in accounting, Finance, Economics or CA Inter
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 and Leverage Lending loans
Financial Analysis, Commercial Banking knowledge, Commercial Real Estate knowledge & Loan documents knowledge
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
Strong analytical, research, Strong business writing skills and problem-solving skills
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
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

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:
October 09, 2025

Expiration:
October 16, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Commercial Banking Portfolio Coordinator