Commercial Banking Portfolio Management

1 week ago

Hyderabad, Telangana, India WELLS FARGO BANK Full time
Job Description

About 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 area
  • Review basic issues, policies, or procedures for which answers can be quickly obtained, related to low to medium risk tasks and deliverables
  • Underwrite loans with aggregate credit exposure based upon approved credit authority limits
  • Investigate credit standards and determine credit worthiness of high net worth loans
  • Receive direction from supervisor and exercise independent judgement while developing understanding of function, policies, procedures, and compliance requirements
  • Collaborate and consult with managers, functional colleagues, and stakeholders including internal as well as external customers
Required Qualifications:
  • 6+ months of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Expected to perform quality check, quality assurance, investigation and reporting and closely working with I&P and stateside portfolio management team.
  • Have a good understanding of quality assurance process and methodology.
  • Undertake Quality checks for Internal triggers calculations, system of records (SOR), credit file archives completed by portfolio managers.
  • Complete data quality checks on credit modification reports in accordance with testing plans and aligned to relevant policies, procedures and quality standards.
  • Undertake client outreach for financial information and review the information and update SOR.
  • Have a good understanding of financial statements including Profit & Loss, Balance Sheet and Cash Flow statement.
  • Liaise with portfolio managers, relationship managers, loan specialist team for timely resolution of repairs.
  • Complete all quality check activities within the stipulated timeframe to ensure remediation across systems on timely basis.
  • Keep up to date to the changes in procedures and guidelines.
  • Report the result of testing activities to Senior Stakeholders across Business Units.
  • Review basic issues, policies, or procedures for which answers can be quickly obtained, related to low to medium risk tasks and deliverables
  • Receive direction from supervisor and exercise independent judgement while developing understanding of function, policies, procedures, and compliance requirements
  • Collaborate and consult with managers, functional colleagues, and stakeholders including internal as well as external customers
Job Expectations:
  • Graduation degree
  • Exhibits a commitment to the company. This position offers a Hybrid work schedule
Posting End Date:
16 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.

  • Senior Commercial Banking Portfolio Manager

    2 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

    2 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 Management Manager

    4 days 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

    2 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

    4 days 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

    2 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

    4 days 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

    2 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 Coordinator

    4 days 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

    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...

  • Commercial Banking Portfolio Coordinator

    2 days 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 Manager

    2 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Commercial Banking Portfolio Manager.In this role, you will:Research complex credit investigations and diverse credit information for loansIdentify opportunity for process improvements within scope of responsibilities or functional areaReview and identify basic operational assignments that require research,...

  • Lead Commercial Banking Portfolio Coordinator

    2 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...

  • Lead Commercial Banking Portfolio Coordinator

    2 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 Co ordinator

    2 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 Specialist

    6 days ago

    Hyderabad, Telangana, India Inteli Platforms Full time

    About the RoleThe Commercial Banking Specialist will play a crucial role in supporting our commercial loan operations function. This position involves processing transactions, preparing loan documentation, and ensuring accurate data entry into our loan processing system.Key ResponsibilitiesReview and process loan documents, ensuring all necessary information...

  • Commercial Real Estate Portfolio Associate

    1 day ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Commercial Real Estate Portfolio Associate.In this role, you will:Participate in basic review, research and reporting of commercial property performanceExercise independent judgment to guide low risk deliverablesPresent recommendations for resolving less complex situations and exercise independent judgment while...

  • 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...

  • Associate Commercial Banking Portfolio Coordinator

    2 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,...

  • CIB Portfolio Management Associate Manager

    3 weeks ago

    Hyderabad, Telangana, India The Wells Fargo Foundation Full time

    Job DescriptionAbout Wells FargoWells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $2.0 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,500 locations, 13,000 ATMs, the...