Wells Fargo Associate Commercial Banking Portfolio Coordinator 

India, Karnataka, Bengaluru 

957164961

In this role, you will:

• Review borrowers’ covenants and financial reporting requirements, validating exposures, searching internal systems for available financial information, data entry into workflow tool, preparing checklist of pending financial information, providing customer service to front office bankers, ensuring receipt and imaging of complete underwriting financial packages
• Track jobs assigned at every stage of the process prior to underwriting
• Prepare Annual Review Jobs for underwriting; review financial documents and loan agreements to determine if all required or eligible alternative documents are available to complete the annual review; review covenants and identify certain loan types to determine all the necessary documents required to perform underwriting work
• Perform basic credit investigations on companies and industries
• Escalate issues or complaints in a timely manner

Required Qualifications:

• 0-to Year of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Required Qualifications for Europe, Middle East & Africa only:

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

28 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.