Commercial Banking Portfolio Associate

4 weeks 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 Banking Portfolio Management
- 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 or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation
- Independently prioritize work and provide day-to-day-work leadership and mentorship to team
- Lead or contribute to implementation of new or revised processes and procedures
- Analyze real estate related documents like Appraisal, Lease agreements
- Provide support to the Commercial Banking Portfolio Management team and more experienced individuals in the credit approval process
- Perform complex credit investigations on companies and industries
- Utilize knowledge and interpretation of procedures to direct less experienced individuals
- Interact with immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits
- 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.
- Deliver quality work product within agreed upon timelines.
- Ability to properly escalate issues or complaints in a timely manner.
- Able to support his/her FLM in preparing the internal reports like performance report, Daily/Weekly Monthly reports and dashboards
- Prepare/design training programs, learning curve design with examples/samples/test cases. Provide progress plan for team members.

**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**:

- At least a B. Com or an equivalent degree preferably MBA
- Should have 7+ years of work experience.
- Sound analytical thinking / high attention to detail with focus on research across various platforms
- Demonstrates strong ownership of work, ability to work independently, able to taken judgement calls with realistic assumption and ability to articulate and present in the narratives.
- Strong communication skills - both verbal and written.
- High level of personal motivation, strong interpersonal skills to work across time zone
- Must be comfortable working independently and as part of a team
- Experience in assessing credit worthiness of borrower based on various qualitative and quantitative factors
- Ability to read, comprehend and synthesize data regarding borrower performance / market related information from multiple sources into one prescribed template.
- Advanced excel skills would be a plus

**Posting End Date**:
**Job posting may come down early due to volume of applicants.**

**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.

**Applicants with Disabilities**

**Drug and Alcohol Policy**

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

  • Commercial Banking Portfolio Associate

    2 weeks 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**: - 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 -...

  • Commercial Banking Portfolio Associate

    3 weeks ago

    Bengaluru, India WELLS FARGO BANK Full time

    **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,...

  • Commercial Banking Portfolio Associate

    2 weeks 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**: - 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,...

  • Commercial Banking Portfolio Associate

    2 weeks ago

    Bengaluru, Karnataka, India Wells Fargo Full time

    **About this role**: Wells Fargo is seeking a... **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...

  • Commercial Banking Portfolio Coordinator

    2 weeks 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**: - 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...

  • Commercial Banking Portfolio Coordinator

    4 days 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**: - 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...

  • Commercial Banking Portfolio Associate

    3 weeks ago

    Bengaluru, Karnataka, India Wells Fargo Full time

    **About this role**: - Wells Fargo is seeking a Process Engineering Administrator - Understand the feedback received from the reviewers and implement the same in their day to day work **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...

  • Commercial Banking Portfolio Coordinator

    2 weeks 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...

  • Commercial Banking Portfolio Coordinator

    7 days 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**: **Responsibility includes, but not limited to**: - 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...

  • Commercial Banking Portfolio Coordinator

    2 weeks ago

    Bengaluru, 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...

  • Commercial Banking Portfolio Lead

    6 days ago

    Bengaluru, Karnataka, India The Wells Fargo Foundation Full time

    Company OverviewThe Wells Fargo Foundation is a leading financial institution dedicated to providing exceptional banking services. Our team of experts works tirelessly to ensure the success of our customers, and we are seeking a highly skilled Senior Commercial Banking Portfolio Coordinator to join our ranks.

  • Commercial Banking Portfolio Coordinator

    2 weeks ago

    Bengaluru, Karnataka, India Wells Fargo Full time

    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...

  • Commercial Banking Portfolio Coordinator

    4 weeks 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...

  • Commercial Banking Portfolio Coordinator

    2 weeks 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...

  • Commercial Banking Portfolio Coordinator

    2 weeks ago

    Bengaluru, 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...

  • Commercial Real Estate Portfolio Associate

    2 weeks ago

    Bengaluru, Karnataka, India Wells Fargo 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...

  • Commercial Real Estate Portfolio Associate

    2 weeks ago

    Bengaluru, Karnataka, India Wells Fargo 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...

  • Commercial Banking Portfolio Coordinator

    4 weeks ago

    Bengaluru, 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...

  • Commercial Banking Portfolio Coordinator

    4 weeks ago

    Bengaluru, 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...

  • Commercial Banking Portfolio Coordinator

    2 weeks ago

    Bengaluru, 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...