Commercial Banking Portfolio Coordinator Job at Wells Fargo (Hyderabad)

Commercial Subsidiary Group Relationship Manager

The Citi Commercial Subsidiary Group Relationship Manager is a strategic profess...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Ideally 6-10 years of experience
Sound knowledge of banking and investment products and process
Track record of providing sound banking and financial advice and solutions to clients
Demonstrates sound credit skills by being able to structure more complex deals, which can include capital market transactions
Demonstrates advanced level of Early Warning Detection skills
Demonstrates advanced credit skills
able to structure all type of credit deals
Ability to work effectively in team setting
Ability to coordinate multi-functional teams
Excellent interpersonal, communication and influencing skills

Job Responsibility

Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations
Introduces solutions to clients in building and strengthening an effective portfolio
Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients' individual needs
Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate Know Your Client and other compliance deliverables are met
Identifies cross-sell opportunities to deepen and increase share of wallet
Maximizes client experience by proactive sharing markets updates, trend and intelligence
Drives innovation in the solutions we provide clients and further developing our business
Execution of strategic initiatives launched centrally at all levels
Networks with clients to identify avenues for new business opportunities
Administrate the credit relationship of the client, coordinating and supervising the entire process

What we offer

Global benefits designed to support well-being, growth and work-life balance

Fulltime

Portfolio Manager

We are looking for a credit-minded Portfolio Manager to support a commercial len...

Location

United States , Bridgewater

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 3 years of experience in commercial lending, portfolio administration, or credit analysis
Working knowledge of commercial banking practices, loan structures, documentation, and regulatory standards
Experience managing or supporting commercial loan portfolios, including ongoing review and risk assessment activities
Background in commercial banking, commercial real estate, or related transaction-based credit environments is preferred

Job Responsibility

Oversee a portfolio of commercial credit relationships, tracking performance, covenant compliance, and overall asset quality
Perform recurring portfolio reviews by analyzing financial statements, borrower trends, and updated risk indicators
Evaluate credit exposure to detect potential concerns early and recommend actions that reduce risk and protect the bank’s position
Assess new lending opportunities, develop credit recommendations, and help structure transactions that align with policy and borrower needs
Draft clear and well-supported credit presentations, memos, and portfolio summaries for management review
Work closely with lending partners to support relationship growth, retention efforts, and informed credit decisions
Coordinate renewals, amendments, and other changes to existing facilities while monitoring borrower performance over time

What we offer

Medical, vision, dental, and life and disability insurance
Company 401(k) plan

New

Commercial Banking Portfolio Coordinator

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator. In this role,...

Location

India , Hyderabad

Salary:

Not provided

Wells Fargo

Expiration Date

June 04, 2026

Requirements

1+ year of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Experience in financial analysis, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Degree/master's in accounting, Finance, Economics or CA Inter
Any professional certification in Finance/Accounting/Economics would be a plus
Certification in VBA/Advanced Excel would be a plus
Should have 1+ years of work experience
Analytical bent of mind and ability to draw pattern from discrete set of data
Good knowledge with excel skills with ability to develop and comprehend complex function and macros
Excellent communication skills, with good comprehension and business writing skills
Knowledge in Credit Analysis, US GAAP,10K & 10Qs

Job Responsibility

Review complex 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

Fulltime

Commercial Banking Relationship Manager

The main purpose of this job is to be involved in both the comprehensive managem...

Location

United States , St. Louis

Salary:

91000.00 - 184000.00 USD / Year

Commerce Bank

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Business Administration, or equivalent combination of education and experience required
8+ years of commercial banking experience required
Strong knowledge of full range of commercial products, credit policies, procedures, and terminology
Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria
Strong time management skills
Goal oriented with well-developed sales skills
Strong strategic, analytical, and problem-solving skills
Ability to mentor and provide leadership to junior roles
Experienced at structuring complex credit requests
Motivated and organized self-starter with strong attention to detail

Job Responsibility

Coordinate with assigned customers and targeted prospects with the objective to acquire new business
Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships
Coordinate with product partners to cross-sell a full range of products and services
Critically review and analyze portfolio to reduce risk and enhance profitability
Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk
Facilitate the resolution of customer problems
Participate in community and business functions/groups to ensure a positive image for the bank
Ensure compliance with all bank policies, procedures, regulations, and laws
Manage a portfolio of commercial relationships

What we offer

employer sponsored health, dental, and vision insurance
401(k)
life insurance
paid vacation
paid personal time
career development
education assistance
voluntary supplemental benefits

Fulltime

Emerging Corporate Relationship Manager

The Emerging Corp Relationship Manager is a strategic professional who stays abr...

Location

India , Kochi; Coimbatore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years of experience
Sound knowledge of banking and investment products and process
Track record of providing sound banking and financial advice and solutions to clients
Demonstrates sound credit skills by being able to structure more complex deals, which can include capital market transactions
Demonstrates advanced level of Early Warning Detection skills
Demonstrates advanced credit skills
able to structure all type of credit deals
Ability to work effectively in team setting
Ability to coordinate multi-functional teams to provide an exceptional client experience
Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership)

Job Responsibility

Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations
Introduces solutions to clients in building and strengthening an effective portfolio
Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients' individual needs
Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate Know Your Client (KYC) and other compliance deliverables are met
Identifies cross-sell opportunities to deepen and increase share of wallet
Maximizes client experience by proactive sharing markets updates, trend and intelligence
Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and EIB)
Networks with clients to identify avenues for new business opportunities
Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes

Fulltime

Sba Portfolio Operations Manager

We are looking for an experienced SBA Portfolio Operations Manager to oversee th...

Location

United States , Minneapolis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Business or a related field from an accredited institution is preferred
Minimum of 3-5 years of detail-oriented experience, ideally in commercial real estate, banking, accounting, or finance
Proficiency in loan administration, including SBA 504 and SBA 7(a) lending processes
Solid understanding of commercial lending and bank operations
Experience with loan servicing and portfolio management
Strong analytical and problem-solving skills, with the ability to handle complex servicing requests
Excellent communication and interpersonal skills for collaboration with diverse stakeholders
Ability to manage multiple priorities and meet deadlines in a fast-paced environment

Job Responsibility

Conduct regular site visits to monitor existing loan portfolios and collaborate with customers, attorneys, bankers, and insurance agents
Manage routine portfolio tasks such as tracking insurance payments, real estate taxes, and bank balances, while coordinating efforts with internal team members
Develop and maintain internal systems to document portfolio activities, ensuring deadlines are consistently met
Create and implement reporting structures for portfolio management, providing quarterly updates and highlighting areas of concern
Maintain a comprehensive database of loan information, ensuring it aligns with organizational needs
Address customer inquiries regarding loan modifications, assumptions, subordination, and release of collateral
Analyze and document servicing requests, ensuring timely follow-up and resolution through effective monitoring systems
Lead efforts to resolve problem loan situations, working closely with borrowers, banks, legal counsel, and other stakeholders under the direction of senior leadership
Communicate with customers and relevant parties to address questions and resolve issues related to loan servicing
Monitor late payments, technical defaults, and other key indicators, maintaining a watchlist to ensure timely and high-quality servicing

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

Commercial Banking Senior Relationship Manager

This position involves both the comprehensive management of existing commercial ...

Location

United States , Dallas

Salary:

189375.00 - 225625.00 USD / Year

Commerce Bank

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Business Administration, or equivalent combination of education and experience required
8+ years of commercial banking experience required
Strong knowledge of full range of commercial products, credit policies, procedures, and terminology
Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria
Strong time management skills, with ability to appropriately prioritize calling activities and strategies
Goal oriented with well-developed sales skills
Strong strategic, analytical, and problem-solving skills
Ability to mentor and provide leadership to junior roles
Experienced at structuring complex credit requests
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

Job Responsibility

Coordinate with assigned customers and targeted prospects with the objective to acquire new business
Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ensuring a high level of customer satisfaction and retention
Coordinate with product partners to cross-sell a full range of products and services
Critically review and analyze portfolio to reduce risk and enhance profitability
Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk
Facilitate the resolution of customer problems, engaging product experts as needed
Participate in community and business functions/groups to ensure a positive image for the bank and to establish referral contacts within the marketplace
Ensure compliance with all bank policies, procedures, regulations, and laws
Manage a portfolio of commercial relationships with some or all of the following characteristics: Average loan portfolio O/S of $100MM to $150MM
Average deposit portfolio of $50MM to $100MM

What we offer

employer sponsored health, dental, and vision insurance
401(k)
life insurance
paid vacation
paid personal time
career development
education assistance
voluntary supplemental benefits

Fulltime

New

Associate Wealth Banking Specialist (SAFE)

Wells Fargo is seeking an Associate Wealth Banking Specialist (SAFE) in Banking,...

Location

United States , Deerfield

Salary:

66000.00 - 100000.00 USD / Year

Wells Fargo

Expiration Date

June 16, 2026

Requirements

6+ months of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Manage and service a routine and low complexity affluent client relationship portfolio in lending, credit, and deposit products and services
Review and analyze client financial goals and changing needs, presenting recommendations within defined parameters to best fit the needs of the client
Develop a working knowledge of changing market conditions delivered by the business division across various digital platforms
Assist in providing service to Affluent Banking client relationships
Interact with clients to help identify client retention issues as well as potential new business opportunities across product lines
Develop solid product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over accounts
Prepare preliminary client correspondence and customized professional client presentation materials to support sales and marketing efforts
Research and resolve operational issues related to complex accounts
Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, interpret policies, procedures, and compliance requirements
Provide information and coordinate with the broader banking and internal teams (Financial Advisors, etc.) to ensure clients are in the correct banking product based on their financial activity

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

Select Country

Commercial Banking Portfolio Coordinator

Job Description

Job Responsibility

Requirements

Looking for more opportunities?

Commercial Banking Portfolio Coordinator

Commercial Subsidiary Group Relationship Manager

Portfolio Manager

Commercial Banking Portfolio Coordinator

Commercial Banking Relationship Manager

Emerging Corporate Relationship Manager

Sba Portfolio Operations Manager

Commercial Banking Senior Relationship Manager

Associate Wealth Banking Specialist (SAFE)

Our AI answers in your language