Commercial Banking Portfolio Co-Ordinator

About this role:

Wells Fargo is seeking a Commercial Banking Portfolio Co-ordinator

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
• 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 the following: work experience, training, military experience, education

Essential Qualification

• Masters Degree in finance and accounting
• Analyze and interpret financial information
• Excellent English comprehension, written and verbal communication skills, and interpersonal skills
• Good problem solving and analytical skills & ability to accurately process high volumes of work within established deadlines
• Proficient in MS Office especially MS Excel
• Strong Organizations skills - detail oriented. Ability to set priorities, plan and organize work
• Demonstrate good team player qualities.
• Sound risk management mindset and good understanding of compliance
• Demonstrates/maintains professional conduct under all circumstances

Desired Qualifications

• Knowledge of GAAP Accounting
• Quick learner
• Highly motivated individual who is able to work well independently and in a team environment
• Ability to recognize and escalate issues to management for any process breaches
• Ability to multitask to accomplish tasks and meet deadlines effectively
• Ability to work quickly & accurately while maintaining acceptable standards of workmanship
• Flexibility to stretch to accomplish projects timely