Commercial Banking Portfolio Coordinator

5 days ago

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 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
- Responsibility includes, but not limited to:

- Review, analysis and delivery of financial statement transactions and positions based on internal controls and industry standards. Knowledge in Credit Analysis, US GAAP,10K & 10Qs.
- Good knowledge on GAAP Accounting / International Financial Reporting Standards. Well versed with EBITDA calculation, credit structuring, WACC & DCF.
- Financial spreading work & ratio analysis.
- Independently identifies issues and implements resolutions; may assist other team members with issues
- Strong analytical, research, Strong business writing skills and problem-solving skills.
- Participates in process meetings and interacts on a fairly regular basis with process SMEs
- Perform administrative function, research on access accounts, projects, and maintenance and database conversions as required.
- Very detailed oriented and flexible to work on multiple processes.
- Strong with MS Excel and Macros
- Thorough understanding of customer data requirements as related to the banking and financial services industry.
- Quality-oriented. Good attention to detail. Have a sense of urgency in addressing errors. Demonstrates willingness to learn new skills and tasks
- Finishes one's tasks as per set schedules. Takes initiative for ensuring timely completion of set tasks.
- Receives and reciprocates basic information clearly in the written and oral form; Demonstrates good command over the English language. Ability to escalate issues appropriately.
- Ability to accurately process high volumes of work within established deadlines
- Ability to adapt to change and work on multiple processes
- Ability to set priorities, and deliver the tasks within the stipulated timelines
- Quality check of work performed by junior team members and provide appropriate feedback on the same.
- Understand the feedback received from the onshore team members and disseminate the same to the team.
- Provide training to the team members and educate them on the tough scenarios

**Required Qualifications**:

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

**Desired Qualifications**:

- Experience in financial analysis, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Degree/Masters in accounting, Finance, Economics or CA Inter.
- Any professional certification in Finance/Accounting/Economics would be a plus
- Certification in VBA/Advanced Excel would be a plus
- Should have 1 - 3 years of work experience.
- Analytical bent of mind and ability to draw pattern from discrete set of data.
- Good knowledge with excel skills with ability to develop and comprehend complex function and macros.
- Excellent communication skills, with good comprehension and business writing skills.

**Job Expectations**:

- Work on the activities related to Regulatory Reporting, using the financial metrics, debt schedule, WFCC and discounted cash flows.
- Portfolio support activities
- Knowledge on C&I, CRE and Leverage Lending loans

**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.

**Wells Fargo Recruitment and Hiring Requirements**:
a. Third-Party

  • Commercial Banking Portfolio Coordinator

    5 months ago

    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 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 months ago

    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 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

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this OpportunityWells Fargo is seeking a skilled Commercial Banking Portfolio Coordinator to join our team.As a Commercial Banking Portfolio Coordinator, you will be responsible for reviewing credit information of loans for companies and industries, responding to customer inquiries, generating status reports for management or bankers, and performing...

  • Commercial Banking Portfolio Coordinator

    1 month ago

    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 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 - Review financial documents and loan agreements...

  • Commercial Banking Portfolio Coordinator

    3 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:We are seeking a skilled Commercial Banking Portfolio Coordinator to join our team at Wells Fargo Bank.Key Responsibilities:Conduct thorough credit investigations on companies and industries to ensure accurate risk assessment.Respond to customer inquiries and provide timely updates on loan status.Collaborate with the Commercial Banking...

  • Commercial Banking Portfolio Coordinator

    1 hour ago

    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 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

    3 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this RoleWe are seeking a skilled Commercial Banking Portfolio Coordinator to join our team at Wells Fargo.Key ResponsibilitiesConduct thorough credit investigations on companies and industries to ensure accurate risk assessment.Respond to customer inquiries and provide timely updates on loan status.Collaborate with the Commercial Banking Portfolio...

  • Commercial Banking Portfolio Coordinator

    5 months ago

    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 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...

  • Senior Commercial Banking Portfolio Coordinator

    3 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this RoleWe are seeking a Senior Commercial Banking Portfolio Coordinator to join our team at Wells Fargo.This role involves reviewing complex credit information of loans for companies and industries, providing support to the Commercial Banking Portfolio Management team, and performing complex credit investigations on companies and industries.The ideal...

  • Lead Commercial Banking Portfolio Coordinator

    2 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a highly skilled Commercial Banking Portfolio Coordinator to join our team. As a key member of our Commercial Banking Portfolio Management team, you will play a critical role in supporting the credit approval process and performing complex credit investigations on companies and industries.Key Responsibilities:Review...

  • Commercial Banking Portfolio Coordinator-1

    5 months ago

    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...

  • Commercial Banking Portfolio Coordinator

    2 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Commercial Banking Portfolio Coordinator to join our team.This role involves reviewing credit information of loans for companies and industries, responding to customer inquiries, generating status reports for management or bankers, and contacting available sources of information.The ideal candidate will have 2+ years...

  • Commercial Banking Portfolio Coordinator

    4 days ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:We are seeking a highly skilled Commercial Banking Portfolio Coordinator to join our team at Wells Fargo Bank.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...

  • Senior Commercial Banking Portfolio Coordinator

    3 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a highly skilled Senior Commercial Banking Portfolio Coordinator to join our team. In this role, you will be responsible for reviewing complex credit information of loans for companies and industries, providing support to the Commercial Banking Portfolio Management team, and performing complex credit investigations on...

  • Commercial Banking Portfolio Coordinator

    2 months ago

    Hyderabad, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Commercial Banking Portfolio CoordinatorIn 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...

  • Senior Commercial Banking Portfolio Coordinator Assistant

    4 days ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this RoleWe are seeking a Senior Commercial Banking Portfolio Coordinator to join our team at Wells Fargo Bank.Key Responsibilities:Review Complex Credit Information: You will review complex credit information of loans for companies and industries to ensure accurate and informed decision-making.Support Commercial Banking Portfolio Management Team: You...

  • Commercial Banking Portfolio Associate

    5 months ago

    Hyderabad, Telangana, 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...

  • Senior Commercial Banking Portfolio Coordinator

    2 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this role:We are seeking a Senior Commercial Banking Portfolio Coordinator to join our team at Wells Fargo Bank.In this role, you will be responsible for reviewing complex credit information of loans for companies and industries, providing support to the Commercial Banking Portfolio Management team, and performing complex credit investigations on...

  • Commercial Banking Portfolio Lead Coordinator

    2 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this Role:Wells Fargo is seeking a highly skilled Lead Commercial Banking Portfolio Coordinator to join our team.Key Responsibilities:Support the performance and overall effectiveness of the team, as well as cross-group administrative operations.Provide feedback and present ideas for improving or implementing processes and tools within Commercial...

  • Lead Commercial Banking Portfolio Coordinator

    3 weeks ago

    Hyderabad, Telangana, India WELLS FARGO BANK Full time

    About this Role:We are seeking a highly skilled Lead Commercial Banking Portfolio Coordinator to join our team at Wells Fargo Bank. In this role, you will be responsible for supporting the performance and overall effectiveness of our team, as well as cross-group administrative operations.Key Responsibilities:Provide feedback and present ideas for improving...