Lead Commercial Banking Portfolio Coordinator

About this role:
Wells Fargo is seeking a Associate Commercial Banking Portfolio Coordinator.
In this role, you will:

• Review borrowers' covenants and financial reporting requirements, validating exposures, searching internal systems for available financial information, data entry into workflow tool, preparing checklist of pending financial information, providing customer service to front office bankers, ensuring receipt and imaging of complete underwriting financial packages
• Track jobs assigned at every stage of the process prior to underwriting
• Prepare Annual Review Jobs for underwriting; review financial documents and loan agreements to determine if all required or eligible alternative documents are available to complete the annual review; review covenants and identify certain loan types to determine all the necessary documents required to perform underwriting work
• Perform basic credit investigations on companies and industries
• Escalate issues or complaints in a timely manner

Required Qualifications:

• 6+ months 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 and master's Degree in finance and accounting
• Strong accountancy concepts
• Decent communication and interpersonal skills.
• Analyze and interpret financial statements/ratios.
• Good computer skills and proficiency with Microsoft applications.
• Good problem solving and analytical skills.
• Quick learner and ability to adapt to change.
• Demonstrate good team player qualities.
• Flexible to work different shifts as per the business requirement.
• Ability to set priorities, plan and organize key deliverables.
• Work independently to achieve results within time constraints.
• Demonstrates/maintains professional conduct under all circumstances
• Ability to effectively communicate well with US counterparts.
• 0-1 year of work experience in accounts stream
• Strong analytical skills

Job Expectations:

• Knowledge on GAAP Accounting / International Financial Reporting Standards. Ability to read & interpret financial statements.

Posting End Date:
2 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 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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