Senior Financial Portfolio Coordinator

2 weeks ago


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

We are seeking a highly skilled Senior Financial Portfolio Coordinator to join our team at Wells Fargo Bank.

As a Senior Financial Portfolio Coordinator, you will play a key role in supporting the performance and overall effectiveness of our team, as well as cross-group administrative operations.

  • Key Responsibilities:
  • Review credit information of loans for companies and industries
  • Provide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio Management
  • 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 team

Requirements:

  • 6+ years of Commercial Banking Portfolio Management experience, or equivalent
  • Strong knowledge of accounting and finance, industry analysis, internal and external risk factors of the borrower
  • Ability to read and analyze financial statements


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