Senior Banking Portfolio Coordinator

1 month ago


Bengaluru, Karnataka, India WELLS FARGO BANK Full time
About this role:

We are seeking a Senior Commercial Banking Portfolio Coordinator to join our team at Wells Fargo Bank.

Key Responsibilities:
  • 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:
  • 4+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Desired 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.
  • 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.
  • 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.
  • 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.
  • As a subject matter expert, provides work direction and training to co-workers regarding processes.
  • 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.
  • Candidate must be willing to work in shifting schedule depending on business need.
  • 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.


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