Wells Fargo Commercial Banking Portfolio Associate 

Philippines, Caloocan 

248882893

About this role:

Wells Fargo is seeking a Commercial Banking Portfolio Associate for Borrowers Quality Rating. 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

Desired Qualifications:

• Graduate of any Business Course (Finance, Accounting or other related fields)
• Good written and verbal communication skills and can collaborate with diverse culture of team members (US, India and Philippines)
• Solid background in ratio analysis, financial statement analysis, risk assessment, and economics
• Previous experience as a credit analyst.
• Experience in a shared services environment is a plus.
• Have strong attention to details with ability to notice discrepancies to data
• Excellent MS Office Skills

Job Expectations:

• Willing to work in midshift schedule (5pm to 2am shift)
• Willing to work in office per existing Return-To-Office guidelines

29 Aug 2024