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Lead Commercial Banking Portfolio Coordinator

4 months ago

Hyderabad, India WELLS FARGO BANK Full time
Wells Fargo is seeking a Lead Commercial Banking Portfolio Coordinator.

In this role, you will:
  • Support performance and overall effectiveness of team, as well as 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 team
  • Lead or contribute to implementation of new or revised processes and procedures
  • Provide guidance and subject matter expertise to immediate team and Commercial Banking Portfolio Management on wide range 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.
  • Ability to properly escalate issues or complaints in a timely manner.
  • 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
  • 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. Update procedures as and when required to leverage for future reference.
  • Able to support his/her FLM in preparing the internal reports like performance report, Daily/Weekly Monthly reports and dashboards
  • Prepare/design training programs, learning curve design with examples/samples/test cases. Provide progress plan for team members.
  • Prepare PDP packs, process documents should be up to date and email should sent to onshore partners for the approval.
Required Qualifications:
  • 6+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • At least a B. Com or an equivalent degree preferably MBA
  • Should have 5 - 7 years of work experience.
  • Sound analytical thinking / high attention to detail with focus on research across various platforms
  • Demonstrates strong ownership of work, ability to work independently, 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
Posting End Date:

*Job posting may come down early due to volume of applicants.

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