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Wells Fargo Commercial Banking Portfolio Coordinator Wholesale 
Philippines, Caloocan 
641606209

12.03.2025


In this role, you will:

  • 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 moderately complex credit investigations on companies and industries
  • Receive direction from Commercial Banking Portfolio Management supervisor and escalate noncompliant issues
  • Ensure credit files are current
  • Interact with the immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits


Required Qualifications:

  • 2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Strong accountancy concepts
  • Good communication and interpersonal skills.
  • Analyze and interpret financial information.
  • Good computer skills and proficiency with Microsoft applications.
  • Good problem solving and analytical skills.
  • Quick learner and ability to adapt to change.
  • Demonstrate good team player qualities.
  • Flexible to work different shifts as per the business requirement.
  • Demonstrates/maintainsprofessional conduct under all circumstances
  • Strong analytical skills
  • Eligible candidate must be a Postgraduate or Graduate with Accounting & Commerce Background (Must)
  • Semi-qualified CPA / CA could be considered for this role (Desired)
  • Good knowledge of accounting and corporate financial accounting system.
  • Good understanding of financial ratios and knowledge on Moody’s Risk Analytics would be an added advantage.
  • Good knowledge on GAAP Accounting / International Financial Reporting Standards. Ability to read & interpret financial statements.
  • Consistent performance w.r.t all key deliverables

4 Apr 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.