Commercial Banking Portfolio Coordinator

3 weeks 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.

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