Commercial Banking Portifolio Coordinator

4 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.

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