Commercial Banking Portfolio Coordinator

4 weeks ago

Hyderabad, Telangana, India WELLS FARGO BANK Full time
About this role:

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

This role involves reviewing credit information of loans for companies and industries, responding to customer inquiries, generating status reports for management or bankers, and contacting available sources of information.

The ideal candidate will have 2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education.

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
Required Qualifications:
  • 2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, education
Desired Qualifications:
  • Spread financial statements of private as well as public limited companies of different industries in credit application utilized for traditional asset-based lending, specialized senior secured financing, Accounts receivable financing and purchase order financing to companies and make relevant adjustments in cash flow and various ratio calculations to reflect true financial status of the customers

This role requires strong knowledge on accounting and finance, industry analysis, internal and external risk factors of the borrower, and superior business writing and communication skills.

The ideal candidate will be able to interpret and spread financials of different companies belong to different division as per business requirement at any given day.

They will also be able to handle subjectivity as per requirement, switch roles in between Processors/DSO/QC at any point of time during the day/months as per business requirement, and do quality check of the work done by other team members as per business requirement.

This role also requires facilitation of communication to resolve problems and advance strategies, taking up the lead analyst role in the process as per requirement, and making a significant contribution toward achieving team goals through knowledge and skills.

The ideal candidate will also be able to lead or champion efforts to increase productivity and goal accomplishment, act as a coach or mentor to facilitate learning from experience, and have strong analytic skill, quick learner, and attention to detail.

They will also be able to work quickly and accurately while maintaining acceptable standards of workmanship, recognize and escalate to management for any process breaches, and have high motivation with strong organizational skills.

This role also requires flexibility to work in different shifts and ability to succeed in a team environment.

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