Commercial Banking Portfolio Manager-7

1 week ago


Hyderabad, Telangana, India WELLS FARGO BANK Full time
Responsibility includes, but not limited to:

• Evaluate financial performance of companies / borrower / guarantor / commercial real estate asset class based on a variety of factors including past and current performance, management projections and market changes over the time period.

• This would include review of various financial statements, such as balance sheet, income statement, cash flows, and statement of changes in equity.

• Perform market research using various third party applications and compare performance of borrowing entity against market data to draw conclusion of overall performance.

• Determine appropriate risk rating, both qualitative and quantitative based on performance during the review time period and compare it against bank's credit guidelines.

• Document and synthesize findings based on above mentioned reviews into a credit report which would be for presented to lending officers and / or approval committees.

• Understand the feedback received from the reviewers and implement the same in their day to day work.

• Quality check of work performed by junior team members and provide appropriate feedback on the same.
Required Qualifications:
  • MBA (Finance /Banking), Cost and Management Accountancy, Chartered Accountancy or post- graduation in Economics.
  • 4 - 8 years of overall commercial credit experience across diversified asset class (includes corporate entities and real estate asset class)
    Good knowledge on financial statements for various industries with ability to ascertain trends, ratios and call out key risks when compared to benchmarks (historical and industry performance).
    Good knowledge of Discounted Cash Flow, Comparable Company, and Precedent Transaction analysis. Working experience with Moody's Risk Analytics would be a plus.

    • Experience in assessing credit worthiness of borrower based on various qualitative and quantitative factors

    • Excellent communication skills, with special focus on business writing skills for credit reports.

    • Ability to read, comprehend and synthesize data regarding borrower performance / market related information from multiple sources into one prescribed template.

    • Intermediary to advanced excel skills would be a plus
Posting End Date:
2 Jun 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.

  • Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager...In this role, you will:Participate in performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional areaReview and research business...


  • Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role: Wells Fargo is seeking for Commercial Banking Portfolio Asscotiate.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...


  • Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Commercial Banking Portfolio AssociateIn 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, policies, or...


  • 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...


  • Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is looking for a Senior Commercial Banking Portfolio Coordinator.In this role, you will:Review complex credit information of loans for companies and industriesAnalyze real estate related documents like Appraisal, Lease agreementsSupport the Commercial Banking Portfolio Management team and experienced individuals in the credit...


  • Hyderabad, Telangana, India WELLS FARGO BANK Full time

    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 information of...


  • Hyderabad, Telangana, India WELLS FARGO BANK Full time

    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 operations Provide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio Management Review credit information...


  • Hyderabad, Telangana, India Wells Fargo Full time

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


  • 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 complex credit information of loans for companies and industries Provide support to the Commercial Banking Portfolio Management team and more experienced individuals in the credit approval process Perform complex credit investigations on...


  • Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role: Wells Fargo is seeking a Commercial Banking Portfolio Management Associate Manager...In this role, you will: Manage a team supporting review of loan documents, lease agreements and Real Estate analysis.Utilize knowledge and interpretation of procedures to direct less experienced individuals. Business Delivery -Demonstrate strong business...


  • Hyderabad, Telangana, India WELLS FARGO BANK Full time

    Functional Responsibilities Evaluate financial performance of companies / borrower / guarantor / commercial real estate asset class based on a variety of factors including past and current performance, management projections and market changes over the time period. This would include review of various financial statements, such as balance sheet, income...


  • Hyderabad, Telangana, India WELLS FARGO BANK Full time

    Basic Functional Responsibilities:Manage a team of 6-10 team members supporting Quality Assurance work like review of credit reports prepared by credit underwriting teams and support oversight of related loan data.Should possess good domain knowledge of commercial banking products and if required trained the team to ensure the work is delivered with high...


  • Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Seeking a Senior Commercial Banking Portfolio Coordinator at Wells Fargo.In this role, responsibilities include:Reviewing complex credit information of loans for companies and industriesProviding support to the team in the credit approval processPerforming credit investigations on companies and industriesInteracting with the team to review...


  • Hyderabad, Telangana, India WELLS FARGO BANK Full time

    Basic Functional Responsibilities:Manage a team of 6-10 team members supporting Quality Assurance work like review of credit reports prepared by credit underwriting teams and support oversight of related loan data.Should possess good domain knowledge of commercial banking products and if required trained the team to ensure the work is delivered with high...


  • Hyderabad, Telangana, India IFINTalent Global Pvt Ltd Full time

    In this role, you will: Manage and develop a team of individual contributors with low to moderate complexity and risk in Commercial Valuations functional area Engage stakeholders and internal partners associated with the function Oversee borrower collateral activity, ensuring the proper controls are in place to protect the bank's assets and to identify and...


  • Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About Wells Fargo Wells 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 internet )...


  • Hyderabad, Telangana, India DBS Bank Full time

    Business Function Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing...


  • Hyderabad, Telangana, India DBS Bank Full time

    Job Purpose: To acquire and build a well diversified portfolio within the IBG 4 segment. The portfolio should provide revenue from diversified sources such as assets, trade, cash, treasury, fees etc. and the portfolio should lead to healthy income with an acceptable risk to the bank. Relationship Manager is expected to deliver these results in accordance...


  • Hyderabad, Telangana, India Talent Corner HR Services Pvt Ltd Full time

    About Role:We are looking for a skillful and enthusiastic resource to be a part of our Fundraising team who will own and execute the entire fundraising process for Aliens Group. Ideal candidate would possess experience in Fundraising/Investment Banking profiles through PE/VC or Investment Bank, preferably dealing with real-estate industry.The incumbent will...


  • Hyderabad, Telangana, India Dr Reddy's Laboratories Limited Full time

    Job DescriptionJob Description: As the Commercial Evaluation Manager, you will play a pivotal role in identifying & exploring in-licencing opportunities for NCEs & NBEs (new chemical entities, new biological entities) within our pharmaceutical portfolio for the Emerging Markets (Russia + CIS + Romania, Brazil, S. Africa, ASEAN markets). You will be...