Commercial Banking Portifolio Coordinator

6 months 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 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

**Required 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.

**Desired Qualifications**:

- 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

**Responsibilities**

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

**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 Coordinator

    5 months 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

    6 months 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 Coordinator

    5 months 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

    5 months 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

    5 months 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

    4 weeks ago

    Bengaluru, Karnataka, India WELLS FARGO BANK Full time

    About this Opportunity:Wells Fargo is seeking a 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 reviewing credit information of loans for companies and industries.Key Responsibilities:Review and analyze credit information of loans for...

  • Senior Commercial Banking Portfolio Coordinator

    3 weeks ago

    Bengaluru, Karnataka, India WELLS FARGO BANK Full time

    About this roleWells Fargo seeks a highly skilled and experienced Commercial Banking Portfolio Coordinator to join our team.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 Banking Portfolio...

  • Commercial Banking

    4 days ago

    Bengaluru, Karnataka, India Capgemini Full time

    **Looking for SME experienced in commercial card**: - **Should have Strong Banking Domain Knowledge**: - **Should have good knowledge in Commercial Cards and its functionality.**: - **Experience of working in "AGILE" delivery.**: - **Experience about various Test Automation method & corresponding tools - Selenium (preferred)**: - **Experience in...

  • Lead Commercial Banking Portfolio Coordinator

    4 weeks ago

    Bengaluru, Karnataka, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a skilled professional to fill the position of Lead Commercial Banking Portfolio Coordinator. This role is a key part of our Commercial Banking Portfolio Management team, and we are looking for someone who can provide exceptional support and leadership.Key Responsibilities:Support the performance and overall...

  • Lead Commercial Banking Portfolio Coordinator

    4 weeks ago

    Bengaluru, Karnataka, 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.This is a unique opportunity to work in a dynamic environment where you will be responsible for supporting the performance and overall effectiveness of our team, as well as cross-group administrative operations.As a Commercial Banking...

  • Commercial Banking Portfolio Coordinator

    1 month ago

    Bengaluru, Karnataka, 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: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...

  • Commercial Banking Portfolio Coordinator

    4 weeks ago

    Bengaluru, Karnataka, India WELLS FARGO BANK Full time

    About this RoleWells Fargo is seeking a highly skilled professional to fill a Lead Commercial Banking Portfolio Coordinator position.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...

  • Senior Portfolio Coordinator

    1 month ago

    Bengaluru, Karnataka, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Senior Portfolio Coordinator to support the Commercial Banking team. The ideal candidate will have experience in credit analysis, financial modeling, and portfolio management. This role will involve reviewing credit information, analyzing financial data, and providing recommendations to the team.Key...

  • Commercial Banking Portfolio Coordinator

    3 weeks ago

    Bengaluru, Karnataka, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a highly skilled Commercial Banking Portfolio Coordinator to join our team.Key Responsibilities:Review and analyze credit information for companies and industriesRespond to customer inquiries and generate status reports for managementPerform complex credit investigations on companies and industriesCollaborate with the...

  • Commercial Banking Portfolio Coordinator

    3 weeks ago

    Bengaluru, Karnataka, India WELLS FARGO BANK Full time

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

  • Senior Commercial Banking Portfolio Coordinator

    4 weeks ago

    Bengaluru, Karnataka, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Senior Commercial Banking Portfolio Coordinator to join our team.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...

  • Commercial Banking Portfolio Coordinator

    5 months 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 Coordinator

    5 months 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 Coordinator

    4 weeks ago

    Bengaluru, Karnataka, India WELLS FARGO BANK Full time

    About this role:We are seeking a Commercial Banking Portfolio Coordinator to join our team at Wells Fargo Bank.Key Responsibilities:Review credit information of loans for companies and industries, ensuring accurate and timely decision-making.Respond to customer inquiries, generate status reports for management or bankers, and contact available sources of...

  • Commercial Banking Portfolio Associate

    3 months 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,...