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Wells Fargo is seeking a Associate Commercial Banking Portfolio Coordinator. In this role, you will: Review borrowers’ covenants and financial reporting requirements, validating exposures, searching internal systems for available financial information, data entry into workflow tool, preparing checklist of pending financial information, providing customer service to front office bankers, ensuring receipt and imaging of complete underwriting financial packages; Track jobs assigned at every stage of the process prior to underwriting; Prepare Annual Review Jobs for underwriting; review financial documents and loan agreements to determine if all required or eligible alternative documents are available to complete the annual review; review covenants and identify certain loan types to determine all the necessary documents required to perform underwriting work; Perform basic credit investigations on companies and industries; Escalate issues or complaints in a timely manner.
Job Responsibility:
Review borrowers’ covenants and financial reporting requirements, validating exposures, searching internal systems for available financial information, data entry into workflow tool, preparing checklist of pending financial information, providing customer service to front office bankers, ensuring receipt and imaging of complete underwriting financial packages
Track jobs assigned at every stage of the process prior to underwriting
Prepare Annual Review Jobs for underwriting
review financial documents and loan agreements to determine if all required or eligible alternative documents are available to complete the annual review
review covenants and identify certain loan types to determine all the necessary documents required to perform underwriting work
Perform basic credit investigations on companies and industries
Escalate issues or complaints in a timely manner
Requirements:
6+ months of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Bachelor’s and master’s Degree in finance and accounting
Strong accountancy concepts
Decent communication and interpersonal skills
Analyze and interpret financial statements/ratios
Good computer skills and proficiency with Microsoft applications
Good problem solving and analytical skills
Quick learner and ability to adapt to change
Demonstrate good team player qualities
Flexible to work different shifts as per the business requirement
Ability to set priorities, plan and organize key deliverables
Work independently to achieve results within time constraints
Demonstrates/maintains professional conduct under all circumstances
Ability to effectively communicate well with US counterparts