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Commercial Banking Portfolio Associate (For Global Receivables and Trade Finance)

Remote: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

3+ years in Commercial Banking Portfolio Management, Experience in credit analysis and underwriting, Proficiency in MS applications and data analysis tools.

Key responsabilities:

  • Perform financial, credit, and market analysis
  • Monitor assigned portfolio and evaluate reports
  • Resolve complex issues and collaborate with peers
  • Identify and lead process improvement initiatives
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Wells Fargo Financial Services XLarge http://www.wellsfargo.com/
273204 - 273204 Employees
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Job description

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Your missions

About this role:

Wells Fargo is seeking a professional that will be an individual contributor and have the role of Commercial Banking Portfolio Associate for Global Receivables and Trade Finance (GRT). We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow.


In this role, you will:

  • Perform financial analysis, credit analysis, market analysis, and underwriting of public and private companies.
  • Proactive monitoring of assigned portfolio thru review of financial statements and other reports that may require in-depth evaluation of multiple factors.
  • Resolve moderately complex issues and meet deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements.
  • Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid level managers in US, India and the Philippines to resolve issues and achieve goals.
  • Identify process improvements and lead or participate on its development and completion.


Required Qualifications:

  • 3+ years of Commercial Banking Portfolio Management, credit analysis, and credit underwriting, or other equivalent, from local or international companies.


Desired Qualifications:

  • Knowledge in MS applications, macros, SharePoint, VBA, Tableau, Alteryx, and PowerBI.

Job Expectations:

  • Work schedule is 5:00 pm to 2:00 am Philippine time, Monday to Friday.
  • Hybrid weekly work setup is 4 days in the office and 1 day work from home.
  • Office is located in BGC.

Posting End Date: 

27 Sep 2024

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: 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.

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.

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Financial Services
Spoken language(s):
Check out the description to know which languages are mandatory.

Soft Skills

  • Problem Solving
  • collaboration

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