Wells Fargo

Senior Commercial Banking Portfolio Coordinator, Financial Spreading

Wells Fargo

full-time

Posted on:

Location Type: Office

Location: Taguig City • 🇵🇭 Philippines

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Job Level

Senior

About the role

  • 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

Requirements

  • 4+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Graduate of any business course such as but not limited to Accountancy, Business Administration, Commerce and the like
  • At least four (4) years' experience in Financial and Credit Analysis for Commercial Accounts
  • Strong familiarity with US GAAP and US Financial Statements (10K, 10Q)
  • High attention to details
  • Experience working in a Shared Service environment or Financial Institution
  • Strong Stakeholders and Client management skills
  • Able to multi-task to accomplish tasks effectively
  • Strong analytical skills
  • Ability to succeed in a team environment
  • Ability to work quickly and accurately while maintaining acceptable standards of workmanship
  • Ability to recognize and escalate to management for any process breaches
Benefits
  • Equal Opportunity Employer
  • Drug free workplace
  • Accommodation for applicants with disabilities available upon request

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial analysiscredit analysisUS GAAPUS Financial Statements10K10Q
Soft skills
attention to detailstakeholder managementclient managementanalytical skillsteamworkmulti-taskingcommunication