What are the responsibilities and job description for the Lead Commercial Banking Portfolio Coordinator Financial Statement Spreading MNL position at H29 Wells Fargo International Solutions LLC-Philippines?
About this role: Wells Fargo is seeking a Lead Commercial Banking Portfolio Coordinator. 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: Support performance and overall effectiveness of team, as well as cross-group administrative operations Provide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio Management Review credit information of loans for companies and industries Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information Perform or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation Independently prioritize work and provide day-to-day-work leadership and mentorship to team Lead or contribute to implementation of new or revised processes and procedures Provide guidance and subject matter expertise to immediate team and Commercial Banking Portfolio Management on wide range of information Required Qualifications: 6 years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Graduate of any business course (Accountancy, Business Administration, Commerce and the like) MBA/CFA/CPA Preferred 2-5 years experience in Financial/Credit Analysis for Commercial Accounts Familiarity with US GAAP and US Financial Statements (10K, 10Q) High attention to details Experience working in a Shared Service environment or Financial Institution Job Expectations: This role is an individual contributor Full time work on site and will follow day shift Manila time Monday to Friday Flexibility in adjusting work schedule when required Required to work on site at 5NEO, BGC, Taguig Posting End Date: 8 Feb 2025 *Job posting may come down early due to volume of applicants. 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