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Commercial Banking Portfolio Coordinator

2 - 7 years

7 - 17 Lacs

Posted:16 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

About this role:

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
  • 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

Desired Qualifications:

  • At least a B. Com or an equivalent degree preferably MBA 2+ 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

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Wells Fargo
Wells Fargo

Banking and Financial Services

San Francisco

Around 268,000 Employees

1137 Jobs

    Key People

  • Charlie Scharf

    CEO
  • Cathy Bessant

    Chief Operating Officer

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