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Lead Commercial Banking Portfolio Coordinator

6 - 11 years

14 - 18 Lacs

Posted:7 hours ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

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

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

  • Chartered Accountant and Bachelor's Degree (Commerce Mandatory), equivalent
  • Strong knowledge on accounting and finance, Industry analysis, Internal and external risk factors of the borrower
  • 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
  • Sound knowledge of ratio analysis, cash flow, and trend analysis
  • Should have experience of Financial spreading across all the Industries
  • Sound knowledge on Moody's Risk Analytics (MRA) (added advantage)
  • Strong knowledge on GAAP Accounting / International Financial Reporting Standards
  • Ability to read & analyze financial statements.
  • Excellent knowledge of MS office application primarily MS Word, MS Excel and PowerPoint
  • Strong analytical skills.
  • Excellent communication skills
  • Should be flexible to stretch as per business requirement
  • 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
Wells Fargo

Banking and Financial Services

San Francisco

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