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 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
Requirements:
  • 2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Preferred Qualifications:
  • Should have an experience in assessing credit worthiness of the borrowers based on qualitative and quantitative factors
  • Strong knowledge of preparation and analysis of projected and Proforma based financial statements
  • Strong knowledge on GAAP Accounting / International Financial Reporting Standards
  • Sound knowledge of ratio analysis, cash flow, and trend analysis
  • Should have experience of Financial spreading across all the Industries
  • Good knowledge on Moody's Risk Analytics (MRA) (added advantage)
  • Ability to read & analyze financial statements.
  • Should be able to handle subjectivity in the financial analysis and substantiate with reasons
  • Excellent knowledge of MS office application
  • Strong analytical skills.
  • Excellent communication skills
  • Should be flexible to stretch as per business requirement
Job Expectations:
  • Stakeholders/Client management
  • Able to multi-task to accomplish tasks effectively.
  • Strong analytic skill, Quick Learner & Attention to detail
  • Ability to work quickly & accurately while maintaining acceptable standards of workmanship
  • Ability to recognize and escalate to management for any process breaches
  • Highly motivated with strong organizational
  • Flexibility to work in different shifts
  • Ability to succeed in a team environment

We value diversity and welcome applications from all qualified candidates.

At Wells Fargo, we believe in building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities.

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