Lead Commercial Banking Portfolio Coordinator

About this role:

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.

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:

• Analyze real estate related documents like Appraisal, Lease agreements
• Provide support to the Commercial Banking Portfolio Management team and more experienced individuals in the credit approval process
• Perform complex credit investigations on companies and industries
• Utilize knowledge and interpretation of procedures to direct less experienced individuals
• Interact with immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits
• Understand the feedback received from the reviewers and implement the same in their day-to-day work.
• Quality check of work performed by junior team members and provide appropriate feedback on the same.
• Deliver quality work product within agreed upon timelines.
• Ability to properly escalate issues or complaints in a timely manner.
• 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