Lead Commercial Banking Portfolio Coordinator

About this role:

Wells Fargo is seeking a Lead Commercial Banking Portfolio Coordinator

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
• Analyze real estate related documents like Appraisal , Lease agreements
• 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
• Understand the feedback received from the reviewers and implement the same in their day to day work.
• Quality check of work performed by junior team members and provide appropriate feedback on the same.
• Deliver quality work product within agreed upon timelines.
• Ability to properly escalate issues or complaints in a timely manner.
• Able to support his/her FLM in preparing the internal reports like performance report, Daily/Weekly Monthly reports and dashboards
• Prepare/design training programs, learning curve design with examples/samples/test cases. Provide progress plan for team members.
• Process documents should be up to date and email should sent to onshore partners for the approval

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

Desired Qualifications:

• At least a B. Com or an equivalent degree preferably MBA
• Should have 5 – 7 years of work experience.
• Sound analytical thinking / high attention to detail with focus on research across various platforms
• Demonstrates strong ownership of work, ability to work independently, able to taken judgement calls with realistic assumption and ability to articulate and present in the narratives.
• Strong communication skills – both verbal and written.
• High level of personal motivation, strong interpersonal skills to work across time zone
• Must be comfortable working independently and as part of a team
• Experience in assessing credit worthiness of borrower based on various qualitative and quantitative factors
• Ability to read, comprehend and synthesize data regarding borrower performance / market related information from multiple sources into one prescribed template.

Job Expectations:

Required AI Skills and Competencies

• 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.

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.