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:
- Analyze the customer financial statements and spread financial information into Optimist application as per Wells Fargo credit policy and guidelines.




- Performs operational accounting activities related to account reconcilement and maintenance. Duties may include: providing operational accounting support to internal business groups and/or operations departments ensuring that accounts are being managed within the account policy requirements; analyzing and reviewing accounting documents for accuracy; tracing and investigating transactions to resolve questionable data and applying corrective actions when necessary
- preparing various reports using online systems; preparing account reconciliation and certification; performing customer account maintenance duties; reviewing taxes. Assists and provides guidance to lower level Operations accounting clerks and specialists with reconciliation of complex problems. May have direct/indirect responsibility for supporting, advising, and resolving disputes for customers, clients /vendors. Acts as a subject matter expert and handles escalations, investigations.
- M

📌 Commercial Banking Portfolio Coordinator-9 (Serilingampalle (M))
🏢 Wells Fargo
📍 Serilingampalle (M)