TAGUIG CITY, 00, Philippines
19 hours ago
Commercial Banking Portfolio Coordinator for Financial Spreading

About this role:

Wells Fargo is seeking a 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:

Review credit information of loans for companies and industriesRespond to customer inquiries, generate status reports for management or bankers and contact available sources of informationPerform moderately complex credit investigations on companies and industriesReceive direction from Commercial Banking Portfolio Management supervisor and escalate noncompliant issuesEnsure credit files are currentInteract with the immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits


Required Qualifications:

2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

College graduate of any business course (Accountancy, Business Administration, Commerce and the like)1-3+ years experience in Financial/Credit Analysis for Commercial AccountsStrong familiarity with US GAAP and US Financial Statements (10K, 10Q)High attention to detailsExperience working in a Shared Service environment or Financial InstitutionStakeholders/Client managementAble to multi-task to accomplish tasks effectivelyStrong analytical skillsAbility to succeed in a team environmentAbility to work quickly and accurately while maintaining acceptable standards of workmanshipAbility 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 belonging to different division as per business requirement at any given dayThis role is an individual contributorFull time work on site from 5PM to 2AM Manila timeFlexibility in adjusting work schedule when requiredRequired to work on site at 5NEO, BGC, Taguig

Posting End Date: 

11 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.

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.

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