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Commercial Banking Portfolio Coordinator

ExperiencedNo visa sponsorship

Posted 24 days ago

No clicks

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator. The role involves reviewing credit information of loans for companies and industries, responding to customer inquiries, generating status reports for management or bankers, and conducting moderately complex credit investigations. The position requires receiving direction from the Commercial Banking Portfolio Management supervisor and escalating noncompliant issues, ensuring credit files are current, and collaborating with the team to review processes for providing credits.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Not specified

Full Job Description

About this role:

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:

  • Graduate of bachelor's degree any course
  • Basic understanding of accounting principles and financial terminology
  • Experience to financial statement analysis and spreading
  • Exposure to a product-driven environment, particularly in commercial banking
  • Experience working with local or global financial institutions.
  • Strong analytical and problem-solving skills
  • Amenable to a permanent day shift schedule from 10 AM to 7 PM MNL
  • Fixed weekends off and follows all US holidays
  • Must be amenable to work at Five/Neo Building 31st Street BGC Taguig City

Posting End Date: 

25 Apr 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 units 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.


Apply now

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.

Commercial Banking Portfolio Coordinator

Compensation

Not specified

City: Not specified

Country: Not specified

Wells Fargo Corporate & Investment Banking  logo
Investment Banking

24 days ago

No clicks

at Wells Fargo Corporate & Investment Banking

ExperiencedNo visa sponsorship

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator. The role involves reviewing credit information of loans for companies and industries, responding to customer inquiries, generating status reports for management or bankers, and conducting moderately complex credit investigations. The position requires receiving direction from the Commercial Banking Portfolio Management supervisor and escalating noncompliant issues, ensuring credit files are current, and collaborating with the team to review processes for providing credits.

Full Job Description

About this role:

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:

  • Graduate of bachelor's degree any course
  • Basic understanding of accounting principles and financial terminology
  • Experience to financial statement analysis and spreading
  • Exposure to a product-driven environment, particularly in commercial banking
  • Experience working with local or global financial institutions.
  • Strong analytical and problem-solving skills
  • Amenable to a permanent day shift schedule from 10 AM to 7 PM MNL
  • Fixed weekends off and follows all US holidays
  • Must be amenable to work at Five/Neo Building 31st Street BGC Taguig City

Posting End Date: 

25 Apr 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 units 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.


SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.