Lead Commercial Banking Portfolio Coordinator for Financial Spreading

About this role:
Wells Fargo is seeking a Lead 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:

• Support performance and overall effectiveness of team, as well as cross-group administrative operations
• Provide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio Management
• 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 or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation
• Independently prioritize work and provide day-to-day-work leadership and mentorship to team
• Lead or contribute to implementation of new or revised processes and procedures
• Provide guidance and subject matter expertise to immediate team and Commercial Banking Portfolio Management on wide range of information

Required Qualifications:

• 6+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Required Qualifications for Europe, Middle East & Africa only:

• Experience in Commercial Banking Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Graduate of any business course (Accountancy, Business Administration, Commerce and the like)
• 5+ years experience in Financial/Credit Analysis for Commercial Accounts
• Strong familiarity with US GAAP and US Financial Statements (10K, 10Q)
• High attention to details
• Experience working in a Shared Service environment or Financial Institution
• Stakeholders/Client management
• Able to multi-task to accomplish tasks effectively
• Strong analytical skills, Quick Learner and high attention to detail
• Ability to succeed in a team environment
• Ability to work quickly & accurately while maintaining acceptable standards of workmanship
• Ability to recognize and escalate to management for any process breaches

Job Expectations:

• Spread Financial statements of private as well as public limited companies of different industries in credit application utilized for traditional asset-based lending, specialized senior secured financing, Accounts receivable financing and purchase order financing to companies and make relevant adjustments in cash flow and various ratio calculations to reflect true financial status of the customers.
• Prepare projected financial statements as per relationship managers requirement
• Should be able to interpret and spread financials of different companies belong to different division as per business requirement at any given day
• Should be able to do quality check of the work done by other team members as per business requirement
• Facilitates communication to resolve problems and advance strategies.
• Make a significant contribution toward achieving team goals through knowledge and skills.
• Lead or champion efforts to increase productivity and goal accomplishment.
• Act as a coach or mentor to facilitate learning from experience.
• This role is an individual contributor
• Full time work on site from 5PM to 2AM Manila time
• Flexibility in adjusting work schedule when required
• Required to work on site at 5NEO, BGC, Taguig

Posting End Date:
8 Sep 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.
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To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
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