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Commercial Banking Portfolio Coordinator

3 months 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 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

Essential Qualification

  • Master's Degree in finance and accounting
  • Analyze and interpret financial information
  • Excellent English comprehension, written and verbal communication skills, and interpersonal skills
  • Good problem solving and analytical skills & ability to accurately process high volumes of work within established deadlines
  • Proficient in MS Office especially MS Excel
  • Strong Organizations skills detail oriented. Ability to set priorities, plan and organize work
  • Demonstrate good team player qualities.
  • Sound risk management mindset and good understanding of compliance
  • Demonstrates/maintains professional conduct under all circumstances

Desired Qualifications

  • Knowledge of GAAP Accounting
  • Quick learner
  • Highly motivated individual who is able to work well independently and in a team environment
  • Ability to recognize and escalate issues to management for any process breaches
  • Ability to multitask to accomplish tasks and meet deadlines effectively
  • Ability to work quickly & accurately while maintaining acceptable standards of workmanship
  • Flexibility to stretch to accomplish projects timely

Essential Qualification

  • Master's Degree in finance and accounting
  • Analyze and interpret financial information
  • Excellent English comprehension, written and verbal communication skills, and interpersonal skills
  • Good problem solving and analytical skills & ability to accurately process high volumes of work within established deadlines
  • Proficient in MS Office especially MS Excel
  • Strong Organizations skills detail oriented. Ability to set priorities, plan and organize work
  • Demonstrate good team player qualities.
  • Sound risk management mindset and good understanding of compliance
  • Demonstrates/maintains professional conduct under all circumstances

Desired Qualifications

  • Knowledge of GAAP Accounting
  • Quick learner
  • Highly motivated individual who is able to work well independently and in a team environment
  • Ability to recognize and escalate issues to management for any process breaches
  • Ability to multitask to accomplish tasks and meet deadlines effectively
  • Ability to work quickly & accurately while maintaining acceptable standards of workmanship
  • Flexibility to stretch to accomplish projects timely

Job Expectations:

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.