Regulatory Data Quality Lead Analyst

About This Role

Wells Fargo is seeking a Lead Commercial Banking Portfolio Coordinator. This 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
  
  

• 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.
  
  

• Understanding and Application of AI Tools: Ability to leverage AI platforms (e.g., Microsoft Copilot, GitHub Copilot, Tachyon, Agentspace) for routine tasks such as summarizing information, drafting content, and analyzing data, while maintaining human oversight.
• Critical Thinking: Ability to interpret AI outputs, validate insights, and make informed business decisions.
• Responsible AI Use: Awareness of ethical considerations, data privacy, and compliance when using AI solutions.
• Adaptability and Continuous Learning: Commitment to upskilling and staying current with emerging technologies.
  
  

• Education Qualification: Bachelors Degree or equivalent. MBA a plus
• With solid experience in Risk and Regulatory Data Validation and Remediation that exists on Systems of Record (SOR).
• Well-versed with Credit Agreements and Credit Approval Documents
• Knowledge of Accounting and Finance, Industry analysis, internal and external risk factors of the borrower
• Ability to interpret loan/credit documents
• Good understanding of key credit terms such as interest rates, advance rate, loan limits, fee
• Strong MS Excel and Reporting Skills. Good with macros is a plus.
• Strong analytical, research and problem-solving skills
• Receives and reciprocates basic information clearly in the written and oral form; Demonstrates good command over the English language
• Ability to escalate issues appropriately
• Ability to accurately process high volumes of work within established deadlines
• Ability to adapt to change and work on multiple processes
• Ability to set priorities, and deliver the tasks within the stipulated timelines
• Highly motivated with strong organizational skills
• Ability to succeed in a team environment
• Effective organizational, multi-tasking, and prioritizing skills
  
  

• Validate information on various Systems of Records with exhaustive authoritative documentation
• Proactively respond to inquiries on accounts and resolve any discrepancies
• Provide training and mentorship for more Junior Team Members
• Cross train on other existing processes
• Should be flexible in switching roles in between multiple processes as per business requirement
• Should be flexible in taking additional responsibilities and ensure smooth execution without compromising on quality and timelines
• High level of initiative and accountability
• Process work as agreed with the Line of Business and adhere to the procedures/standards of the process
• Flexibility to work in different shifts