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 information
- Review financial documents and loan agreements to determine if all required or eligible alternative documents are available to complete the annual review.
- Ability to understand various financial documents including but not limited to company prepared financial statements, company prepared financial statements and U.S tax returns.
- Should be able to review covenants and identify certain loan types to determine all the necessary documents required to perform underwriting work.
- Deliver quality work product within agreed upon timelines.
- 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
- Fundamental knowledge of investor and owner occupied real estate transactions is an added advantage
- Interact with the immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits
- Understand the feedback received from the reviewers and implement the same in their day to day work.

**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**:

- At least a B. Com or an equivalent degree preferably MBA
- Upto 2+ years' of overall commercial credit experience across diversified asset class (includes corporate entities and real estate asset class)
- Good knowledge on financial statements for various industries with ability to ascertain trends, ratios and call out key risks when compared to benchmarks (historical and industry performance).
- Sound analytical thinking / high attention to detail with focus on research across various platforms
- Demonstrates strong ownership of work, able to taken judgement calls with realistic assumption and ability to articulate and present in the narratives.
- Strong communication skills - both verbal and written.
- High level of personal motivation, strong interpersonal skills to work across time zone
- Must be comfortable working independently and as part of a team
- Intermediary to advanced excel skills would be a plus

**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

    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 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...

  • 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

    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...

  • 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

    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...

  • 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 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

    6 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**: Responsibility includes, but not limited to: - Support performance and overall effectiveness of team, as well as cross-group administrative operations - Provide feedback and present ideas for improving or implementing processes and tools within...

  • 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,...

  • Commercial Banking Portfolio Associate

    3 weeks ago

    Bengaluru, Karnataka, India WELLS FARGO BANK Full time

    About This Role:    Wells Fargo is seeking a skilled professional to join our Commercial Banking Portfolio Management team. In this role, you will be responsible for analyzing complex financial and credit information for commercial business or high net worth customer loan packages. This will involve researching and reviewing various data points to ensure...