Commercial Banking Portfolio Coordinator

1 week ago

Bengaluru, Karnataka, India Wells Fargo 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 industries
  • Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information
  • Perform moderately complex credit investigations on companies and industries
  • Receive direction from Commercial Banking Portfolio Management supervisor and escalate noncompliant issues
  • Ensure credit files are current
  • Interact with the immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits

Required Qualifications, US:

  • 2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Required Qualifications, International:

  • Experience in financial analysis, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Essential Qualification
  • Strong accountancy concepts
  • Excellent communication and interpersonal skills.
  • Analyze and interpret financial information.
  • 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.
  • 1.5 to 2 years of work experience in accounts stream
  • Strong analytical skills
Desired Qualification

  • Good knowledge of accounting and corporate financial accounting system.
  • Good understanding of financial ratios and knowledge on Moody's Risk Analytics would be an added advantage.
  • Good knowledge on GAAP Accounting / International Financial Reporting Standards. Ability to read & interpret financial statements.
  • Consistent performance w.r.t all key deliverables
  • Training and coaching ability
Essential Qualification

  • Strong accountancy concepts
  • Excellent communication and interpersonal skills.
  • Analyze and interpret financial information.
  • 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.
  • 1.5 to 2 years of work experience in accounts stream
  • Strong analytical skills
Desired Qualification

  • Good knowledge of accounting and corporate financial accounting system.
  • Good understanding of financial ratios and knowledge on Moody's Risk Analytics would be an added advantage.
  • Good knowledge on GAAP Accounting / International Financial Reporting Standards. Ability to read & interpret financial statements.
  • Consistent performance w.r.t all key deliverables
  • Training and coaching ability

We Value Diversity


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.


Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

  • Commercial Banking Portfolio Coordinator

    1 week ago

    Bengaluru, Karnataka, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is looking for a Commercial Banking Portfolio Coordinator.In this role, you will:Responsibilities include:Review credit information of loans for companies and industriesRespond to customer inquiries, generate status reports for management or bankers and contact available sources of informationReview financial documents and loan...

  • Commercial Banking Portfolio Coordinator

    1 week ago

    Bengaluru, Karnataka, India WELLS FARGO BANK Full time

    About this role: Wells Fargo is seeking a Commercial Banking Portfolio CoordinatorIn this role, you will: Responsibility includes, but not limited to:• Review credit information of loans for companies and industries• Review the Leases and appraisals• Respond to customer inquiries, generate status reports for management or bankers and contact available...

  • Commercial Banking Portfolio Coordinator

    1 week ago

    Bengaluru, Karnataka, 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 industries Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information Perform moderately complex credit investigations on companies...

  • Commercial Banking Portfolio Coordinator

    1 week ago

    Bengaluru, Karnataka, India Wells Fargo Full time

    About this role:Wells Fargo is seeking a Commercial Banking Portfolio Coordinator.1-3 years of experience in all or multiple combination of the following:In this role, you will: 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...

  • Senior Commercial Banking Portfolio Coordinator

    1 week ago

    Bengaluru, Karnataka, 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...

  • Senior Commercial Banking Portfolio Coordinator

    1 week ago

    Bengaluru, Karnataka, 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 industries Provide support to the Commercial Banking Portfolio Management team and more experienced individuals in the credit approval process Perform complex credit investigations on...

  • Commercial Banking Portfolio Associate

    1 week ago

    Bengaluru, Karnataka, India Wells Fargo Full time

    About this role:Wells Fargo is seeking a Commercial Banking Portfolio Associate.In this role, you will:Responsibility includes, but not limited to: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...

  • Commercial Banking Portfolio Associate

    1 week ago

    Bengaluru, Karnataka, India WELLS FARGO BANK Full time

    About this role: Wells Fargo is seeking a Commercial Banking Portfolio Associate.In this role, you will: Responsibility includes, but not limited to:• 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...

  • Senior Commercial Banking Portfolio Coordinator

    1 week ago

    Bengaluru, Karnataka, 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...

  • Senior Commercial Banking Portfolio Manager

    1 week ago

    Bengaluru, Karnataka, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking aIn 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 financial statements and tax returns that require...

  • Senior Commercial Banking Portfolio Manager

    1 week ago

    Bengaluru, Karnataka, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a...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 financial statements and tax returns that...

  • Lead Commercial Banking Portfolio Manager

    1 week ago

    Bengaluru, Karnataka, India WELLS FARGO BANK Full time

    About this role:Lead complex initiatives including those that are cross functional, with broad impact, for a wholesale banking business and geographic marketReview and research multifaceted, large scale, long term business challengesMake decisions in multifaceted situations requiring understanding of policies, procedures, and compliance...

  • Commercial Banking Portfolio Manager

    1 week ago

    Bengaluru, Karnataka, India WELLS FARGO BANK Full time

    About this role: Wells Fargo is seeking a...In this role, you will: Research complex credit investigations and diverse credit information for loans Identify opportunity for process improvements within scope of responsibilities or functional area Review and identify basic operational assignments that require research, evaluation, and selection of...

  • Commercial Banking Portfolio Manager

    1 week ago

    Bengaluru, Karnataka, India WELLS FARGO BANK Full time

    Functional ResponsibilitiesResponsibility 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...

  • Senior CIB Portfolio Coordinator

    1 week ago

    Bengaluru, Karnataka, India WELLS FARGO BANK Full time

    About this role: Wells Fargo is seeking a Senior CIB Portfolio Coordinator.In this role, you will: Support performance of less experienced staff and overall effectiveness of CIB Portfolio Management Provide feedback and present ideas for improving or implementing processes and tools with functional area impact Perform complex administrative transactional...

  • Commercial Banking Portfolio Manager

    1 week ago

    Bengaluru, Karnataka, India WELLS FARGO BANK Full time

    Basic Functional Responsibilities -Responsibility includes, but not limited to:• Perform reviews of credit reports prepared by credit underwriting teams and support oversight of related loan data. Review and validate the accuracy in financial analysis for commercial loans Summarize errors and outline areas of risk from reviewing the credit underwriting...

  • CBG:Geography Cross-sell and Portfolio Manager

    1 week ago

    Bengaluru, Karnataka, India Axis Bank Full time

    CBG:Geography Cross-sell and Portfolio Manager - MEG Years 1 Opening BANGALORE Role description Geography Liability Portfolio Manager – Medium Enterprises Group About Commercial Banking Coverage Group The Commercial Banking Group is responsible for delivering One Axis to clients with a turnover between Rs 10 Crs. to Rs 350 Crs. by...

  • Commercial Real Estate Portfolio Associate

    1 week ago

    Bengaluru, Karnataka, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is looking for a...Key Responsibilities:Contribute to basic evaluation, research, and reporting of commercial property performanceUse independent judgment to steer low-risk tasksOffer suggestions for resolving simple situations and use independent judgment to enhance expertise in function, policies, procedures, and compliance...

  • Commercial Real Estate Portfolio Associate

    1 week ago

    Bengaluru, Karnataka, 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 performance Exercise independent judgment to guide low risk deliverables Present recommendations for resolving less complex situations and exercise independent judgment while...

  • Commercial Banking

    1 week ago

    Bengaluru, Karnataka, India JPMorgan Chase Bank, N.A. Full time

    Providing \"best in class\" reporting to both our internal and external clients is a priority. Best in class reporting would include informative, accurate, reliable and timely financial information that can be used by management to make sound financial decisions; by analysts to assess the Firm's financial position; investors to make informed decisions and...