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
Positive knowledge on Moody's Risk Analytics (MRA) (added advantage)
Ability to read & analyze financial statements.-
Strong analytical skills.
Excellent communication skills
Should be versatile 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 & accurately while maintaining acceptable standards of workmanship
Ability to recognize and escalate to management for any process breaches
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