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Commercial Banking Portfolio Coordinator
3 months ago
Wells Fargo is seeking a Commercial Banking Portfolio Coordinator.
In this role, you will:
•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
• Review financial documents and loan agreements to determine if all required or eligible alternative documents are available to complete the annual review.
• Ability to understand various financial documents including but not limited to company prepared financial statements, company prepared financial statements and U.S tax returns.
• Should be able to review covenants and identify certain loan types to determine all the necessary documents required to perform underwriting work.
• Deliver quality work product within agreed upon timelines.
•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
• Working knowledge on BLAST and ICMP application is an added advantage.
• Fundamental knowledge of investor and owner occupied real estate transactions is an added advantage
•Interact with the immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits
• Understand the feedback received from the reviewers and implement the same in their day to day work.
Required Qualifications:
- 2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• At least a B. Com or an equivalent degree preferably MBA
• Upto 1+ years' of overall commercial credit experience across diversified asset class (includes corporate entities and real estate asset class)
• Good knowledge on financial statements for various industries with ability to ascertain trends, ratios and call out key risks when compared to benchmarks (historical and industry performance).
• Sound analytical thinking / high attention to detail with focus on research across various platforms
• Demonstrates strong ownership of work, able to taken judgement calls with realistic assumption and ability to articulate and present in the narratives.
• Strong communication skills - both verbal and written.
•High level of personal motivation, strong interpersonal skills to work across time zone
• Must be comfortable working independently and as part of a team
• Intermediary to advanced excel skills would be a plus
Posting End Date:
*Job posting may come down early due to volume of applicants.
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