About This Role
Wells Fargo is seeking a Commercial Banking Portfolio Coordinator
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:
- 1+ year 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
- Robust 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 & accuratel