Senior Commercial Banking Portfolio Coordinator

Wells Fargo

4 - 9 years

12 - 16 Lacs

bengaluru

Posted:2 days ago| Platform:

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Skills Required

coordinator financial analysis chartered accountant commercial banking accountant accounting banking qc financial reporting standards financial reporting gaap portfolio management finance risk analytics

Work Mode

Work from Office

Job Type

Full Time

Job Description

About this role:

Wells Fargo is seeking a Senior Commercial Banking Portfolio Coordinator

In this role, you will:

Review complex credit information of loans for companies and industries
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

Required Qualifications:

4+ years of financial analysis 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

Job Expectations:

Includes end to end responsibility of request received from clients includes financial spreading in MRA tool, analyzing financial statements, identification of trend and provide financial commentaries on cause and effect on identified trend as per business requirement
Prepare projected financial statements as per relationship managers requirement
Complete Pro forma adjustments based on the projected financial information as per requirement
Should be able to interpret and spread financials of different companies belong to different division as per business requirement at any given day
Assessing the repayment capacity of the highly leveraged Borrowers.
Should handle subjectivity in the financial analysis/spreading and substantiate with reasons
Should be flexible in switching roles in between Processors/DSO/QC at any point of time during the day/months as per business requirement
Should be flexible in taking additional responsibilities and ensure smooth execution without compromising on quality and timelines
Act as a coach or mentor to facilitate learning from experience depending on requirement
Facilitates communication to resolve problems and advance strategies.
Make a significant contribution toward achieving team goals through knowledge and skills.
Lead or champion efforts to increase productivity and goal accomplishment

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