Lead Portfolio Coordinator

2 weeks ago

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

Wells Fargo is seeking a highly skilled Lead Commercial Banking Portfolio Coordinator to join our team.

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 Management.
  • 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 or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation.
  • Independently prioritize work and provide day-to-day work leadership and mentorship to the team.
  • Lead or contribute to the implementation of new or revised processes and procedures.
  • Provide guidance and subject matter expertise to the immediate team and Commercial Banking Portfolio Management on a wide range of information.
  • Includes end-to-end responsibility of requests received from clients, including financial spreading in MRA tools, analyzing financial statements, identifying trends, and providing financial commentaries on cause and effect of identified trends as per business requirements.
  • Prepare projected financial statements as per relationship managers' requirements.
  • Complete pro forma adjustments based on projected financial information as per requirements.
  • Should be able to interpret and spread financials of different companies belonging to different divisions as per business requirements at any given day.
  • Assess the repayment capacity of highly leveraged borrowers.
  • Should handle subjectivity in financial analysis/spreading and substantiate with reasons.
  • Should be flexible in switching roles between Processors/DSO/QC at any point of time during the day/months as per business requirements.
  • Should be flexible in taking additional responsibilities and ensure smooth execution without compromising on quality and timelines.
  • Act as a coach or mentor to facilitate learning from experience depending on requirements.
  • Facilitate communication to resolve problems and advance strategies.
  • Make a significant contribution toward achieving team goals through knowledge and skills.
  • Lead or champion efforts to increase productivity and goal accomplishment.
Requirements:
  • 6+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education.
Preferred Qualifications:
  • Strong knowledge of accounting and finance, industry analysis, internal and external risk factors of borrowers.
  • Should have experience in assessing credit worthiness of borrowers based on qualitative and quantitative factors.
  • Strong knowledge of preparation and analysis of projected and pro forma based financial statements.
  • Sound knowledge of ratio analysis, cash flow, and trend analysis.
  • Should have experience of financial spreading across all industries.
  • Sound knowledge of Moody's Risk Analytics (MRA) (added advantage).
  • Strong knowledge of GAAP Accounting/International Financial Reporting Standards.
  • Ability to read and analyze financial statements.
  • Excellent knowledge of MS Office applications primarily MS Word, MS Excel, and PowerPoint.
  • Strong analytical skills.
  • Excellent communication skills.
  • Should be flexible to stretch as per business requirements.

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