Commercial Banking Portfolio Associate for Wholesale Pre-Close Financial Statement Spreading

bout this role:

Wells Fargo is seeking a Commercial Banking Portfolio Associate. 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:

• Research complex financial and credit information for commercial business, or high net worth customer loan packages, according to business unit standards within Commercial Banking Portfolio Management functional area
• Review basic issues, policies, or procedures for which answers can be quickly obtained, related to low to medium risk tasks and deliverables
• Underwrite loans with aggregate credit exposure based upon approved credit authority limits
• Investigate credit standards and determine credit worthiness of high net worth loans
• Receive direction from supervisor and exercise independent judgement while developing understanding of function, policies, procedures, and compliance requirements
• Collaborate and consult with managers, functional colleagues, and stakeholders including internal as well as external customers

Required Qualifications:

• 6+ months of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Expectations:

CUSTOMER/BUSINESS
•Partner/Stakeholder management.•Escalation, Query & Specialized Industry handling.•Handle the queries both internal and external and be available for all the process related calls and meetings. •Execute Management Reports like MIS, Volume Analysis, Capacity plan Etc.•Process Improvement Initiatives.PROCESS:•Core banking & loan Operations experience (Overall 8-10 yrs.).•Proficiency in Microsoft (Excel, PowerPoint, Word•>98% Accuracy.•Analytical and problem-solving skills.•Perform all 4 skills (QC, project management, coaching, & training).•Process all industries across the credit spreading portfolio.PEOPLE:•SOP creation & Subject matter expertise•Trainer (Train the Trainer certified) & Coach•Provide effective feedback •Rating High Meets and Above•Excellent Comprehension skillsRISK:•Strong Risk Mindset•Audit and Risk Call management.•Identify RISKs proactively and highlight them to the stake holders. •Drive RCSA controls and ensure escalations are handled accurately and timely.

Posting End Date:
24 Aug 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.

Client-provided location(s): Bonifacio Global City, Philippines

Job ID: WellsFargo-R-471942

Employment Type: FULL_TIME

Posted: 2025-08-09T23:29:58