Commercial Banking Portfolio Coordinator

2 - 7 years

7 - 17 Lacs

Posted:22 hours ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

About this role:
Wells Fargo is seeking a Commercial Banking Portfolio Coordinator. We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow.

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:
  • MBA Finance (mandatory) and Bachelor''s Degree (Commerce), equivalent
  • Should have an experience in assessing credit worthiness of the borrowers based on qualitative and quantitative factors
  • Strong knowledge of preparation and analysis of projected and Proforma based financial statements
  • Strong knowledge on GAAP Accounting / International Financial Reporting Standards
  • Sound knowledge of ratio analysis, cash flow, and trend analysis
  • Should have experience of Financial spreading across all the Industries
  • Good knowledge on Moody''s Risk Analytics (MRA) (added advantage)
  • Ability to read & analyze financial statements.
  • Should be able to handle subjectivity in the financial analysis and substantiate with reasons
  • Excellent knowledge of MS office application
  • Strong analytical skills.
  • Excellent communication skills
  • Should be flexible to stretch as per business requirement

Job Expectations:
  • Stakeholders/Client management
  • Able to multi-task to accomplish tasks effectively.
  • Strong analytic skill, Quick Learner & Attention to detail
  • Ability to work quickly & accurately while maintaining acceptable standards of workmanship
  • Ability to recognize and escalate to management for any process breaches
  • Highly motivated with strong organizational
  • Flexibility to work in different shifts
  • Ability to succeed in a team environment

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Wells Fargo logo
Wells Fargo

Banking and Financial Services

San Francisco

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