Senior Financial Portfolio Coordinator
4 days ago
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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