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Senior Commercial Banking Portfolio Coordinator for Wholesale Pre-Close Financial Statement Spreading

AT Wells Fargo
Wells Fargo

Senior Commercial Banking Portfolio Coordinator for Wholesale Pre-Close Financial Statement Spreading

Bonifacio Global City, Philippines

Wells Fargo is seeking a Senior Commercial Banking Portfolio Coordinator. This job 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:

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  • 4+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Bachelor's degree in Banking and Finance, Accounting
  • Work experience in banking operations preferably in Wholesale Lending Operations
  • Work knowledge on Loan Life Cycle Management, Lease Financing, Equipment Financing, Distribution Financing
  • Basic experience on Payments and Funding
  • Experience on Financial Spreading, Underwriting, Audit
  • Good knowledge of Accounting and Corporate Financial Accounting System
  • Good understanding of financial ratios and knowledge on Moody's Risk Analytics, a strong advantage
  • Good knowledge on GAAP Accounting, International Financial Reporting Standards
  • Ability to read and interpret financial statements
Job Expectations:
  • Amenable to work on dayshift schedule, Monday - Friday
  • Amenable to work during PH holiday
  • Amenable to work onsite
Posting End Date:
9 Dec 2024
*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: 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.

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.

Client-provided location(s): Taguig, Metro Manila, Philippines
Job ID: WellsFargo-R-415447
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • FSA
    • HSA
    • Mental Health Benefits
    • Short-Term Disability
    • Long-Term Disability
  • Parental Benefits

    • Adoption Assistance Program
    • Family Support Resources
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Return-to-Work Program
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Performance Bonus
    • Stock Purchase Program
  • Professional Development

    • Tuition Reimbursement
    • Access to Online Courses
    • Internship Program
    • Associate or Rotational Training Program
    • Promote From Within
    • Mentor Program
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program
    • Unconscious Bias Training

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