Senior Commercial Banking Portfolio Coordinator for Financial Spreading
Yesterday• Bonifacio Global City, Philippines
About this role:
Wells Fargo is seeking a Senior 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 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
- 4+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- College gradaute of any business course (Accountancy, Business Administration, Commerce and the like)
- 3-5+ years experience in Financial/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
- Stakeholders/Client management
- 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
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- 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 day
- This role is an individual contributor
- Full time work on site from 5PM to 2AM Manila time
- Flexibility in adjusting work schedule when required
- Required to work on site at 5NEO, BGC, Taguig
29 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.
Client-provided location(s): Bonifacio Global City, Philippines
Job ID: WellsFargo-R-482099
Employment Type: FULL_TIME
Posted: 2025-08-13T18:09:58
Perks and Benefits
Health and Wellness
- Health Insurance
- Health Reimbursement Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- FSA
- HSA
- Mental Health Benefits
- Short-Term Disability
- Long-Term Disability
Parental Benefits
- Adoption Assistance Program
- Family Support Resources
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Fertility Benefits
- Return-to-Work Program
Work Flexibility
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Volunteer Time Off
Financial and Retirement
- 401(K) With Company Matching
- Performance Bonus
- Stock Purchase Program
Professional Development
- Tuition Reimbursement
- Access to Online Courses
- Internship Program
- Associate or Rotational Training Program
- Promote From Within
- Mentor Program
Diversity and Inclusion
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