About this role:

Wells Fargo is seeking a Senior Commercial Banking Portfolio Coordinator. This role is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. Serves as a key member of a client’s deal team.

In this role, you will:

• 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

Required Qualifications:

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

Required AI Skills and Competencies

As part of Wells Fargo’s commitment to innovation and responsible AI adoption, all roles require foundational AI literacy. This includes:

• 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.

Desired Qualifications:

• Education Qualification: Bachelor's Degree or equivalent. MBA a plus
• With solid experience in Risk and Regulatory Data Validation and Remediation that exists on Systems of Record (SOR).
• Well-versed with Credit Agreements and Credit Approval Documents
• Knowledge of Accounting and Finance, Industry analysis, internal and external risk factors of the borrower
• Ability to interpret loan/credit documents
• Good understanding of key credit terms such as interest rates, advance rate, loan limits, fee
• Strong MS Excel and Reporting Skills. Good with macros is a plus.
• Strong analytical, research and problem-solving skills
• 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
• Highly motivated with strong organizational skills
• Ability to succeed in a team environment
• Effective organizational, multi-tasking, and prioritizing skills

Job Expectations:

• Validate information on various Systems of Records with exhaustive authoritative documentation
• Proactively respond to inquiries on accounts and resolve any discrepancies
• Provide training and mentorship for more Junior Team Members
• Cross train on other existing processes
• Should be flexible in switching roles in between multiple processes as per business requirement
• Should be flexible in taking additional responsibilities and ensure smooth execution without compromising on quality and timelines
• High level of initiative and accountability
• Process work as agreed with the Line of Business and adhere to the procedures/standards of the process
• Flexibility to work in different shifts

Posting End Date:

*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.