Senior Commercial Banking Portfolio Coordinator
7 days ago
We are seeking a highly skilled Senior Commercial Banking Portfolio Coordinator to join our team at Wells Fargo Bank. In this role, you will be responsible for reviewing complex credit information of loans for companies and industries, providing support to the Commercial Banking Portfolio Management team, and performing complex credit investigations on companies and industries.
Key Responsibilities:- Review and analyze complex credit information of loans for companies and industries
- Provide support to the Commercial Banking Portfolio Management team in the credit approval process
- Perform complex credit investigations on companies and industries
- Utilize knowledge and interpretation of procedures to direct less experienced individuals
- Interact with the immediate team and Commercial Banking Portfolio Management functional area to review processes for providing credits
- 4+ years of financial analysis experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education
- Experience in financial analysis, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education
- Degree/master's in accounting, finance, economics, or CA Inter
- Any professional certification in finance/accounting/economics would be a plus
- Certification in VBA/Advanced Excel would be a plus
- Analytical bent of mind and ability to draw patterns from discrete sets of data
- Good knowledge with Excel skills and ability to develop and comprehend complex functions and macros
- Excellent communication skills, with good comprehension and business writing skills
- Work on activities related to Regulatory Reporting, using financial metrics, debt schedules, WFCC, and discounted cash flows
- Portfolio support activities
- Knowledge on C&I, CRE, and Leverage Lending loans
- Review, analysis, and delivery of financial statement transactions and positions based on internal controls and industry standards
- Knowledge in Credit Analysis, US GAAP, 10K & 10Qs
- Good knowledge on GAAP Accounting/International Financial Reporting Standards
- Well-versed with EBITDA calculation, credit structuring, WACC & DCF
- Financial spreading work & ratio analysis
- Independently identifies issues and implements resolutions; may assist other team members with issues
- As a subject matter expert, provides work direction and training to coworkers regarding processes
- Strong analytical, research, business writing skills, and problem-solving skills
- Participates in process meetings and interacts on a fairly regular basis with process SMEs
- Perform administrative functions, research on access accounts, projects, and maintenance and database conversions as required
- Very detailed-oriented and flexible to work on multiple processes
- Strong with MS Excel and Macros
- Thorough understanding of customer data requirements as related to the banking and financial services industry
- Quality-oriented, good attention to detail, and a sense of urgency in addressing errors
- Finishes one's tasks as per set schedules and takes initiative for ensuring timely completion of set tasks
- Receives and reciprocates basic information clearly in the written and oral form; demonstrates good command over the English language and ability to escalate issues appropriately
- Ability to accurately process high volumes of work within established deadlines
- Ability to adapt to change and work on multiple processes
- Ability to set priorities and deliver tasks within stipulated timelines
- Candidate must be willing to work in a shifting schedule depending on business needs
- Quality check of work performed by junior team members and provide appropriate feedback on the same
- Understand the feedback received from the onshore team members and disseminate the same to the team
- Provide training to team members and educate them on tough scenarios
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Hyderabad, Telangana, India WELLS FARGO BANK Full timeAbout this RoleWe are seeking a Senior Commercial Banking Portfolio Coordinator to join our team at Wells Fargo.This role involves reviewing complex credit information of loans for companies and industries, providing support to the Commercial Banking Portfolio Management team, and performing complex credit investigations on companies and industries.The ideal...
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Hyderabad, Telangana, India WELLS FARGO BANK Full timeAbout this role:Wells Fargo is seeking a highly skilled Senior Commercial Banking Portfolio Coordinator to join our team. In this role, you will be responsible for reviewing complex credit information of loans for companies and industries, providing support to the Commercial Banking Portfolio Management team, and performing complex credit investigations on...
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Commercial Banking Portfolio Coordinator
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Hyderabad, Telangana, India WELLS FARGO BANK Full timeAbout this role:We are seeking a skilled Commercial Banking Portfolio Coordinator to join our team at Wells Fargo Bank.Key Responsibilities:Conduct thorough credit investigations on companies and industries to ensure accurate risk assessment.Respond to customer inquiries and provide timely updates on loan status.Collaborate with the Commercial Banking...
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Hyderabad, Telangana, India WELLS FARGO BANK Full timeAbout this RoleWe are seeking a skilled Commercial Banking Portfolio Coordinator to join our team at Wells Fargo.Key ResponsibilitiesConduct thorough credit investigations on companies and industries to ensure accurate risk assessment.Respond to customer inquiries and provide timely updates on loan status.Collaborate with the Commercial Banking Portfolio...
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Hyderabad, Telangana, India WELLS FARGO BANK Full timeAbout this role:Wells Fargo is seeking a Senior Commercial Banking Portfolio Coordinator to join our team. In this role, you will be responsible for reviewing complex credit information of loans for companies and industries, providing support to the Commercial Banking Portfolio Management team, and performing complex credit investigations on companies and...
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