Associate Commercial Banking Portfolio Coordinator

3 weeks ago

Hyderabad, Telangana, India WELLS FARGO BANK Full time
About this role:

Wells Fargo is seeking an Associate Commercial Banking Portfolio Coordinator.

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:
  • 6+ months 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

    •Excellent 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.

    • Ability to set priorities, plan and organize key deliverables.

    • Work independently to achieve results within time constraints.

    • Demonstrates/maintains professional conduct under all circumstances

    • Ability to effectively communicate well with US counterparts.

    • Eligible candidate must be a CA Inter qualified, as the requirement is strong accountancy knowledge.

    • 6 Months of work experience in accounts stream

    • Strong analytical skills

    Desired Qualification

    • Good knowledge in accounting

    • Good understanding of financial ratios would be an added advantage.

    •Good knowledge on GAAP Accounting / International Financial Reporting Standards. Ability to read & interpret financial statements.

• Strong accountancy concepts

• Excellent 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.

• Ability to set priorities, plan and organize key deliverables.

• Work independently to achieve results within time constraints.

• Demonstrates/maintains professional conduct under all circumstances

• Ability to effectively communicate well with US counterparts.

• Eligible candidate must be a CA Inter qualified, as the requirement is strong accountancy knowledge.

• 6 Months of work experience in accounts stream

• Strong analytical skills

Desired Qualification

• Good knowledge in accounting

• Good understanding of financial ratios would be an added advantage.

•Good knowledge on GAAP Accounting / International Financial Reporting Standards. Ability to read & interpret financial statements.

Posting End Date:
6 Mar 2025
*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.

  • lead commercial banking portfolio coordinator

    6 days ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:"Wells Fargo is seeking a 'Lead Commercial Banking Portfolio Coordinator' to meet the long-term financial objectives and risk tolerance for commercial banking clients, and to serve as a key member of a client's deal team.We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee...

  • Senior Commercial Banking Portfolio Coordinator

    2 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Senior Commercial Banking Portfolio Coordinator.In this role, you will:Review complex credit information of loans for companies and industriesProvide support to the Commercial Banking Portfolio Management team and more experienced individuals in the credit approval processPerform complex credit investigations on...

  • Commercial Banking Portfolio Coordinator

    2 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Commercial Banking Portfolio Coordinator.In this role, you will:Review credit information of loans for companies and industriesRespond to customer inquiries, generate status reports for management or bankers and contact available sources of informationPerform moderately complex credit investigations on companies and...

  • Commercial Banking Portfolio Coordinator

    1 week ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Commercial Banking Portfolio Coordinator.In this role, you will:Review credit information of loans for companies and industriesRespond to customer inquiries, generate status reports for management or bankers and contact available sources of informationPerform moderately complex credit investigations on companies and...

  • Portfolio Management Executive

    1 day ago

    Hyderabad, Telangana, India The Wells Fargo Foundation Full time

    The Wells Fargo Foundation is committed to excellence in commercial banking and portfolio management. We're seeking a seasoned Portfolio Management Executive - Commercial Banking to join our team and help drive our strategic growth initiatives forward.About Our TeamOur commercial banking portfolio management group is dedicated to providing exceptional...

  • Senior Commercial Banking Portfolio Leader

    1 day ago

    Hyderabad, Telangana, India The Wells Fargo Foundation Full time

    At The Wells Fargo Foundation, we're seeking a seasoned Senior Commercial Banking Portfolio Leader to join our team. As a key member of our commercial banking portfolio management group, you'll play a vital role in driving strategic growth and success across various sectors.About this RoleWe're looking for an experienced professional who can leverage their...

  • Lead Commercial Banking Portfolio Coordinator

    3 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Lead Commercial Banking Portfolio Coordinator.In this role, you will:Support performance and overall effectiveness of team, as well as cross-group administrative operationsProvide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio ManagementReview credit...

  • Lead Commercial Banking Portfolio Coordinator

    3 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Lead Commercial Banking Portfolio CoordinatorIn this role, you will:Support performance and overall effectiveness of team, as well as cross-group administrative operationsProvide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio ManagementReview credit...

  • Commercial Banking Portfolio Management

    2 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    Job DescriptionAbout this role:Wells Fargo is seeking a Commercial Banking Portfolio Associate.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 areaReview basic issues,...

  • Associate Commercial Banking Portfolio Coordinator

    3 weeks ago

    Hyderabad, Telangana, India The Wells Fargo Foundation Full time

    Job DescriptionAbout this role:Wells Fargo is seeking an Associate Commercial Banking Portfolio Coordinator.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...

  • Senior Commercial Banking Portfolio Manager

    3 weeks ago

    Hyderabad, Telangana, India The Wells Fargo Foundation Full time

    Job DescriptionAbout this role:Wells Fargo is seeking a senior commercial banking portfolio manager. 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...

  • Senior Commercial Banking Portfolio Manager

    3 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a senior commercial banking portfolio manager. 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...

  • Commercial Banking Portfolio Manager

    3 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Commercial Banking Portfolio Manager. 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...

  • Senior Commercial Banking Portfolio Manager

    2 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager. 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...

  • Commercial Banking Portfolio Manager

    1 day ago

    Hyderabad, Telangana, India The Wells Fargo Foundation Full time

    We're expanding our team at The Wells Fargo Foundation and are looking for a highly skilled Commercial Banking Portfolio Manager - Strategic Growth. This is a unique opportunity to work closely with our senior leaders to develop and implement strategic growth initiatives across various markets.Key ResponsibilitiesConduct thorough financial research and...

  • Commercial Banking Portfolio Management Manager

    2 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Commercial Banking Portfolio Management ManagerIn this role, you will:Manage and develop a team of individuals with low to moderate work complexity and risk in Commercial Banking Portfolio Management functional areaEnsure credit execution is consistent and aligned with required credit policies and processesSupport and...

  • Commercial Banking Portfolio Manager

    3 weeks ago

    Hyderabad, Telangana, India The Wells Fargo Foundation Full time

    Job DescriptionAbout this role:Wells Fargo is seeking a Commercial Banking Portfolio Manager. 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...

  • Commercial Banking Portfolio Manager

    1 week ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Commercial Banking Portfolio Manager. 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...

  • Commercial Banking Portfolio Manager

    3 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Commercial Banking Portfolio Manager. 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...

  • Lead Commercial Banking Portfolio Co ordinator

    3 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Lead Commercial Banking Portfolio CoordinatorIn this role, you will:Support performance and overall effectiveness of team, as well as cross-group administrative operationsProvide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio ManagementReview credit...