About this role:

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator

In this role, you will:

Quality check on the elements applicable per Business Procedures, highlight discrepancies, update checklists, and report the observationsIncludes 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 requirementPrepare 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 dayAssessing the repayment capacity of the highly leveraged Borrower’s.Should handle subjectivity in the financial analysis/spreading and substantiate with reasons

Required Qualifications:

2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Stakeholders/Client managementAble to multi-task to accomplish tasks effectively.Strong analytic skill, Quick Learner & Attention to detailAbility to work quickly & accurately while maintaining acceptable standards of workmanshipAbility to recognize and escalate to management for any process breachesHighly motivated with strong organizationalFlexibility to work in different shiftsAbility to succeed in a team environment

Job Expectations:

Strong knowledge on accounting and finance, Industry analysis, Internal and external risk factors of the borrowerShould have an experience in assessing credit worthiness of the borrowers based on qualitative and quantitative factorsStrong knowledge of preparation and analysis of projected and Proforma based financial statementsSound knowledge of ratio analysis, cash flow, and trend analysisShould have experience of Financial spreading across all the IndustriesSound knowledge on Moody's Risk Analytics (MRA) (added advantage)                    Strong knowledge on GAAP Accounting / International Financial Reporting StandardsAbility to read & analyze financial statements.                        Excellent knowledge of MS office application primarily MS Word, MS Excel and Powerpoint Strong analytical skills.Excellent communication skillsShould be flexible to stretch as per business requirement

Posting End Date: 

20 Aug 2025

*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.