Commercial Banking Portfolio Coordinator

3 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 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

Essential Qualification
- Strong accountancy concepts
- Excellent communication and interpersonal skills.
- Analyze and interpret financial information.
- Good problem solving and analytical skills.
- Quick learner and ability to adapt to change.
- Demonstrate good team player qualities.
- Flexible to work different shifts as per the business requirement.
- Ability to set priorities, plan and organize key deliverables.
- Work independently to achieve results within time constraints.
- Demonstrates/maintains professional conduct under all circumstances
- Ability to effectively communicate well with US counterparts.
- 1.5 to 2 years of work experience in accounts stream
- Strong analytical skills

Desired Qualification
- Good knowledge of accounting and corporate financial accounting system.
- Good understanding of financial ratios and knowledge on Spreading would be an added advantage.
- Good knowledge on GAAP Accounting / International Financial Reporting Standards. Ability to read & interpret financial statements.
- Consistent performance w.r.t all key deliverables
- Training and coaching ability

Essential Qualification
- Strong accountancy concepts
- Excellent communication and interpersonal skills.
- Analyze and interpret financial information.
- Good problem solving and analytical skills.
- Quick learner and ability to adapt to change.
- Demonstrate good team player qualities.
- Flexible to work different shifts as per the business requirement.
- Ability to set priorities, plan and organize key deliverables.
- Work independently to achieve results within time constraints.
- Demonstrates/maintains professional conduct under all circumstances
- Ability to effectively communicate well with US counterparts.
- 1.5 to 2 years of work experience in accounts stream
- Strong analytical skills

Desired Qualification
- Good knowledge of accounting and corporate financial accounting system.
- Good understanding of financial ratios and knowledge on Spreading would be an added advantage.
- Good knowledge on GAAP Accounting / International Financial Reporting Standards. Ability to read & interpret financial statements.
- Consistent performance w.r.t all key deliverables
- Training and coaching ability

**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.

**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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