Commercial Banking Portfolio Coordinator-9

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator

In this role, you will:

• 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 moderately complex credit investigations on companies and industries

• Receive direction from Commercial Banking Portfolio Management supervisor and escalate noncompliant issues

• Ensure credit files are current

• Interact with the immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits

Required Qualifications:

• 1+ year of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Desired Qualifications:

• Analyze the customer financial statements and spread financial information into Optimist application as per Wells Fargo credit policy and guidelines.
• Performs operational accounting activities related to account reconcilement and maintenance. Duties may include: providing operational accounting support to internal business groups and/or operations departments ensuring that accounts are being managed within the account policy requirements; analyzing and reviewing accounting documents for accuracy; tracing and investigating transactions to resolve questionable data and applying corrective actions when necessary
•  preparing various reports using online systems; preparing account reconciliation and certification; performing customer account maintenance duties; reviewing taxes. Assists and provides guidance to lower level Operations accounting clerks and specialists with reconciliation of complex problems. May have direct/indirect responsibility for supporting, advising, and resolving disputes for customers, clients /vendors. Acts as a subject matter expert and handles escalations, investigations.
•  May have indirect/direct interaction with internal and external clients. Performs complex projects as requested.
•  Strong accountancy concepts
• Excellent communication and interpersonal skills.
• Analyze and interpret financial information.
• Good computer skills and proficiency with Microsoft applications.
• Good problem solving and analytical skills.
• Quick learner and ability to adapt to change.
• Demonstrate good team player qualities.
• Flexible to work different shifts as per the business requirement.
• Ability to set priorities, plan and organize key deliverables.
•  Work independently to achieve results within time constraints.
• Demonstrates/maintains professional conduct under all circumstances
• Ability to effectively communicate well with US counterparts.
• Eligible candidate must be a CA Inter qualified, as the requirement is strong accountancy knowledge.
• Strong analytical skills

Job Expectations:

• Good knowledge in accounting
• • Good understanding of financial ratios and knowledge on Moody’s Risk Analytics would be an added advantage.
• •Good knowledge on GAAP Accounting / International Financial Reporting Standards.  Ability to read & interpret financial statements.
• •Consistent performance w.r.t all key deliverables
• •Training and coaching ability

Posting End Date: 

30 Jul 2026

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

 

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.