Commercial Banking Portfolio Coordinator
2 weeks ago
**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**:
- 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
**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.
-
Commercial Banking Portfolio Coordinator
7 days ago
Hyderabad, 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 Valuations Manager
1 week ago
Hyderabad, India IFINTalent Global Pvt Ltd Full timeIn this role, you will:- Manage and develop a team of individual contributors with low to moderate complexity and risk in Commercial Valuations functional area- Engage stakeholders and internal partners associated with the function- Oversee borrower collateral activity, ensuring the proper controls are in place to protect the bank's assets and to...
-
Commercial Executive
4 weeks ago
Hyderabad, Telangana, India career point Consltancy Full time**Responsibilities of Position**: - PO verification in coordination with Sales - PO acknowledgement and ensure contract commercials in line with PRI requirement - Issuance of PI & LC follow up - Ensure LC issuance post follow up with customer - Ensure LC amendments post Sales coordination - Ensure direct coordination with Indian banks for LC amendments,...
-
IndusInd Bank
4 weeks ago
Hyderabad, India Indusind Bank Limited Full timeThe candidate will be required to write good quality credit proposal, assist the Relationship Manager in operations of the existing portfolio and in acquiring new business. Candidate will be assisting the RM in effectively managing the portfolio of clients. Part of which is bringing aggressive growth through SANCTION & DISBURSEMENT of new to bank in the Mid...
-
Commercial Finance Specialist
1 week ago
hyderabad, India Replicant Systems Full timeCompany DescriptionReplicant Systems Private Limited is an original design manufacturing (ODM) company that provides end-to-end electronic product design and manufacturing support to brands and OEMs. We are promoted by a well known business family and are established in 2023 and based in Hyderabad, Telangana.Role DescriptionThis is a full-time on-site role...
-
Relationship Manager, Corporate Banking
4 weeks ago
hyderabad, India DBS Bank Full timeBusiness Function Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing...
-
Commercial Finance Specialist
1 week ago
hyderabad, India Replicant Systems Full timeCompany Description Replicant Systems Private Limited is an original design manufacturing (ODM) company that provides end-to-end electronic product design and manufacturing support to brands and OEMs. We are promoted by a well known business family and are established in 2023 and based in Hyderabad, Telangana. Role Description This is a full-time on-site...
-
Relationship Manager, Corporate Banking
4 weeks ago
Hyderabad, India DBS Bank Full timeBusiness Function Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing...
-
Bank Loans
2 weeks ago
Hyderabad, Telangana, India State Street Full timePerforms daily maintenance and record keeping for Syndicated Bank Loans held in various Mutual Fund and other Structured portfolios for various SSC clientsProcessing trades, booking receipts and disbursements Daily reconciliation of cash balancesProducing daily roll-forward proof of portfolio holdings and accrual informationPreparing standard and ad hoc...
-
Debt Manager-Flows-Commercial Vehicle
4 weeks ago
Hyderabad, India IDFC FIRST Bank Full timeRole/ Job Title : Debt Manager-Flows-Commercial Vehicle Function/ Department : Collections Job Purpose: The role bearer has the responsibility to plan, organize, direct and oversee the activities of the collections department. It also includes managing the agencies associated with the company in their assigned territory. The role bearer is...
-
Debt Manager-Flows-Commercial Vehicle
4 weeks ago
hyderabad, India IDFC FIRST Bank Full timeRole/ Job Title : Debt Manager-Flows-Commercial Vehicle Function/ Department : Collections Job Purpose: The role bearer has the responsibility to plan, organize, direct and oversee the activities of the collections department. It also includes managing the agencies associated with the company in their assigned territory. The role bearer is...
-
Pdu Coordinator-personal Loans-legal
4 weeks ago
Hyderabad, India Kotak Mahindra Full timeJob Role: - Visit the properties being mortgage with KMBL for verticals of commercial & consumer banking. - Complete APF process for project like site visit, Builder meeting, Original documents verification. - Preparing valuation reports & APF reports for property visited, Vetting external reports, Verifying documents of properties, releasing valuation,...
-
Private Banking Relationship Manager
4 weeks ago
hyderabad, India upGrad Rekrut Full timeJob Role· Develops new and expands existing High Net worth Customer relationships for liabilities.· Ensures high levels of customer service orientation and application of bank policy.· Cross sells existing bank products to customers.· Informs customers of new products or product enhancements to further expand the banking relationship.· Plans and...
-
Working Capital Relationship Manager
4 weeks ago
Hyderabad, Telangana, India iimjobs Full timeJob Role:.- Manage working capital clients under Small Enterprise Group Segment (Turn over from 10 crores to 300 Crores).- Sourcing of new to bank accounts through various channels and enhance the portfolio based on customer requirement.- Ensure regular interaction with branches and existing clients.- Skills in CAM Preparation, Balance Sheet Analysis,...
-
Bank Officer
7 days ago
Hyderabad, India TMI Group IN Full time**Job Information**: - Salary - **₹ 240000 - 400000**- No. of Openings - **20 opening**- Required Skills: - **sales,banking,presentations,retail banking,commercial banking,corporate sales,CASA,corporate,communication**- Job Experience: - **1 - 5 years**- Job Qualifications - **Bachelor's Degree** - Area Mapping in the catchment and maintaining of Daily...
-
Bank Loans
3 weeks ago
Hyderabad, India State Street Full timePerforms daily maintenance and record keeping for Syndicated Bank Loans held in various Mutual Fund and other Structured portfolios for various SSC clients Processing trades, booking receipts and disbursements Daily reconciliation of cash balances Producing daily roll-forward proof of portfolio holdings and accrual information Preparing...
-
Bank Loans
1 week ago
hyderabad, India State Street Full timePerforms daily maintenance and record keeping for Syndicated Bank Loans held in various Mutual Fund and other Structured portfolios for various SSC clients Processing trades, booking receipts and disbursements Daily reconciliation of cash balances Producing daily roll-forward proof of portfolio holdings and accrual information Preparing...
-
hyderabad, India Vipany Global Solutions Pvt Ltd Full timeHello Jobseeker! We're Hiring for Top Banks Across Multiple Roles and LocationsExciting Opportunities in Banking! Join Our Top ClientsReady for a rewarding journey in banking? We have multiple openings with prestigious banking institutions. Join our top clients as we seek top talent like you!RMPA- Min 1yr in CASA Sales: Elevate your career with us! If you...
-
Private Banking Relationship Manager
4 weeks ago
Hyderabad, India upGrad Rekrut Full timeJob Role· Develops new and expands existing High Net worth Customer relationships for liabilities.· Ensures high levels of customer service orientation and application of bank policy.· Cross sells existing bank products to customers.· Informs customers of new products or product enhancements to further expand the banking relationship.· Plans and...
-
Private Banking Relationship Manager
1 month ago
Hyderabad, India upGrad Rekrut Full timeJob Role· Develops new and expands existing High Net worth Customer relationships for liabilities.· Ensures high levels of customer service orientation and application of bank policy.· Cross sells existing bank products to customers.· Informs customers of new products or product enhancements to further expand the banking relationship.· Plans and...