Commercial Banking Portfolio Coordinator (Bengaluru)

Commercial Banking Portfolio Coordinator (Bengaluru)

06 Sep
|
WELLS FARGO BANK
|
Bengaluru

06 Sep

WELLS FARGO BANK

Bengaluru

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:
- Support in performing a variety of loan documentation duties on moderately complex loans / lease to ensure compliance with company's policies and procedures for loan products.




- Perform loan documentation for moderately complex loans / lease.
- Process and close for loan / lease products
- Interpret Loan Documentation policies while analyzing applicants, property, and documentation, ordering all required verifications, documentation, and subsequent follow ups
- Receive directions from Loan / lease Documentation supervisor and escalate non-routine questions
- Manage an assigned pipeline of loans and provide guidance and training to other Loan/ lease Documentation individuals
- Interact with immediate Loan/ lease Documentation team and functional area on routine process

Operational:
- 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 adaptable in taking on additional responsibilities and ensure smooth execution without compromising on quality and timelines
- Facilitates communication to

📌 Commercial Banking Portfolio Coordinator (Bengaluru)
🏢 WELLS FARGO BANK
📍 Bengaluru

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