Wells Fargo
Financial Services
CommercialBankingPortfolioCoordinator
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Commercial Banking Portfolio Coordinator at Wells Fargo. Skills: Credit analysis, Financial analysis, Portfolio management, AI Tools. Review credit information of loans. Respond to customer inquiries”
Industry & Context.
Identifies issues; Implements solutions; Problem-solving skills
Willing to work in shifting schedule
What They're Looking For.
Must Have
1+ year financial analysis experience
Nice to Have
Degree in accounting, Degree in Finance, Degree in Economics, CA Inter, Professional certification in Finance, Professional certification in Accounting, Professional certification in Economics, Certification in VBA, Certification in Advanced Excel, 1+ years work experience, Analytical bent of mind, Ability to draw pattern from data, Good knowledge with excel skills, Ability to develop complex function, Ability to comprehend complex function, Ability to develop macros, Ability to comprehend macros, Excellent communication skills, Good comprehension skills, Good business writing skills, Knowledge in Credit Analysis, Knowledge in US GAAP, Knowledge in 10K, Knowledge in 10Qs, Good knowledge on GAAP Accounting, Good knowledge on International Financial Reporting Standards, Well versed with EBITDA calculation, Well versed with credit structuring, Well versed with WACC, Well versed with DCF, Financial spreading work, Ratio analysis, Independently identifies issues, Assists team members with issues, Provides work direction to co-workers, Provides training to co-workers, Analytical skills, Research skills, Business writing skills, Problem-solving skills, Participates in process meetings, Interacts with process SMEs, Perform administrative function, Research on access accounts, Project maintenance, Database conversions, Very detailed oriented, Flexible to work on multiple processes, Proficient with MS Excel, Proficient with Macros, Thorough understanding of customer data requirements, Quality-oriented, Good attention to detail, Sense of urgency in addressing errors, Willingness to learn new skills, Willingness to learn new tasks, Finishes tasks as per schedules, Takes initiative for timely completion, Receives basic information clearly, Reciprocates basic information clearly, Demonstrates good command over English, Ability to escalate issues appropriately, Ability to accurately process high volumes, Ability to process work within deadlines, Ability to adapt to change, Ability to work on multiple processes, Ability to set priorities, Ability to deliver tasks within timelines, Willing to work in shifting schedule, Quality check of work, Provide feedback on work, Understand feedback from onshore, Disseminate feedback to team, Provide training to team members, Educate team on tough scenarios, Foundational AI literacy, Understanding of AI Tools, Application of AI Tools, Leverage AI platforms, Summarizing information, Drafting content, Analyzing data, Maintaining human oversight, Critical Thinking, Interpret AI outputs, Validate AI insights, Make informed business decisions, Awareness of ethical considerations, Awareness of data privacy, Awareness of compliance, Adaptability, Continuous Learning, Commitment to upskilling, Staying current with emerging technologies
What You'll Do.
Review credit information of loans
Respond to customer inquiries
Generate status reports for management
Generate status reports for bankers
Contact available sources of information
Perform credit investigations on companies
Perform credit investigations on industries
Receive direction from supervisor
Escalate noncompliant issues
Ensure credit files are current
Interact with immediate team
Review process of companies for credits
Review financial statement transactions
Review financial statement positions
Analyze financial statement transactions
Analyze financial statement positions
Deliver financial statement transactions
Deliver financial statement positions
Assist team members with issues
Provide work direction to co-workers
Provide training to co-workers
Participate in process meetings
Interact with process SMEs
Perform administrative functions
Research on access accounts
Perform project maintenance
Perform database conversions
Check quality of work
Provide feedback on work
Understand feedback from onshore
Disseminate feedback to team
Provide training to team members
Educate team on tough scenarios
Leverage AI platforms for tasks
Summarize information using AI
Draft content using AI
Analyze data using AI
Make informed business decisions
Work on Regulatory Reporting activities
Work on financial metrics
Work on debt schedule
Work on discounted cash flows
Perform Portfolio support activities
How You'll Work.
Team & Collaboration
Interact with immediate team; Interact with functional area; Work with co-workers; Interact with process SMEs; Interact with onshore team members; Disseminate feedback to team
Communication Scope
Business writing; English language
Full Job Description
**About this role:** Wells Fargo is seeking a Commercial Banking Portfolio Coordinator. **In this role, you will:** * Review complex 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:** * Experience in financial analysis, 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. * Any professional certification in Finance/Accounting/Economics would be a plus * Certification in VBA/Advanced Excel would be a plus * Should have 1+ years of work experience. * 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. * Responsibility includes, but not limited to: * 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 sp
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