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:
Bachelor's Degree (Commerce Mandatory), equivalent background
Excellent knowledge of MS office applications primarily MS Word, MS Excel and PowerPoint
Strong knowledge on accounting and finance,
Industry analysis, Internal and external credit risk factors of the borrower
Strong analytical skills, Quick Learner & Attention to detail
Excellent communication skills
Should be adaptable to stretch as per business requirement
Able to multi-task to accomplish tasks effectively.
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
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 on additional responsibilities and ensure smooth execution without compromising on quality and timelines
Facilitates communication to resolve problems and advance strategies.
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