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 flexible 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 adaptable 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 resol