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3.0 - 7.0 years

0 Lacs

telangana

On-site

As a Lead Commercial Banking Portfolio Coordinator at Wells Fargo, you will play a crucial role in supporting the performance and effectiveness of the team, along with handling cross-group administrative operations. Your responsibilities will include: - Providing feedback and presenting ideas for process and tool improvements within Commercial Banking Portfolio Management - Reviewing credit information of loans for companies and industries - Responding to customer inquiries, generating status reports, and contacting available sources of information - Independently prioritizing work and providing day-to-day leadership and mentorship to the team - Leading or contributing to the implementation of new processes and procedures - Offering guidance and subject matter expertise to the immediate team and Commercial Banking Portfolio Management Qualifications required for this role include: - 3+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through work experience, training, military experience, or education Desired qualifications encompass: - Being a Chartered Accountant with a Bachelor's Degree in Commerce (mandatory) - Strong knowledge of accounting, finance, industry analysis, and internal/external risk factors - Experience in assessing creditworthiness based on qualitative and quantitative factors - Proficiency in preparing and analyzing financial statements - Sound knowledge of ratio analysis, cash flow, and trend analysis - Familiarity with Moody's Risk Analytics (MRA) and GAAP Accounting/International Financial Reporting Standards - Ability to read and analyze financial statements - Excellent communication, analytical, and organizational skills - Flexibility to work in different shifts and multitask effectively - Stakeholder/client management skills As part of your job expectations, you will be responsible for end-to-end tasks such as financial spreading in the MRA tool, analyzing financial statements, preparing projected financial statements, and making pro forma adjustments. You should be able to interpret and spread financials of different companies as per business requirements and handle subjectivity in financial analysis with reasons. Overall, as a Lead Commercial Banking Portfolio Coordinator at Wells Fargo, you will contribute significantly toward achieving team goals, increasing productivity, and advancing strategies while adhering to risk programs and compliance-driven culture. Please note that the job posting is open until 11 Sep 2025, and Wells Fargo values equal opportunity and diversity in its workforce. If you have any disabilities and require accommodations during the application or interview process, visit Disability Inclusion at Wells Fargo. Wells Fargo maintains a drug-free workplace and prohibits third-party recordings during the recruitment and hiring process.,

Posted 4 days ago

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