Business Bank Portfolio Manager

3 weeks ago

Bengaluru, Karnataka, India WELLS FARGO BANK Full time
About This Role

We are seeking a highly skilled Business Bank Portfolio Manager to join our team at Wells Fargo.

  • Support the performance and overall effectiveness of the team and cross-group administrative operations.
  • Provide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio Management.
  • 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 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 the team.
  • Lead or contribute to the implementation of new or revised processes and procedures.
  • Provide guidance and subject matter expertise to the immediate team and Commercial Banking Portfolio Management on a wide range of information.
Requirements
  • 6+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, education.
Preferred Qualifications
  • Experience in financial analysis, or equivalent demonstrated through one or a combination of work experience, training, military experience, education.
  • Degree/Masters 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.
  • Work on the 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.
  • Responsibility includes, but not limited to:
  • 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 co-workers regarding processes.
  • Strong analytical, research, strong 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. Have a sense of urgency in addressing errors. Demonstrates willingness to learn new skills and tasks.
  • Finishes one's tasks as per set schedules. 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. 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 the team members and educate them on tough scenarios.

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