Associate Commercial Banking Portfolio Coordinator

6 months ago

Hyderabad, India Wells Fargo 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, providing customer service to front office bankers, ensuring receipt and imaging of complete underwriting financial packages
- Track jobs assigned at every stage of the process prior to underwriting
- Prepare Annual Review Jobs for underwriting; review financial documents and loan agreements to determine if all required or eligible alternative documents are available to complete the annual review; review covenants and identify certain loan types to determine all the necessary documents required to perform underwriting work
- Perform basic credit investigations on companies and industries
- Escalate issues or complaints in a timely manner

**Required Qualifications, US**:

- 6+ months 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

**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.

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