Commercial Banking Portfolio Coordinator Job at Wells Fargo (Hyderabad)

Job Description

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator and in this role, you will Spread Financial statements of private as well as public limited companies of different industries in credit application utilized for traditional asset-based lending, specialized senior secured financing, Accounts receivable financing and purchase order financing to companies and make relevant adjustments in cash flow and various ratio calculations to reflect true financial status of the customers.

Job Responsibility

Includes end to end responsibility of request received from clients includes financial spreading, analyzing financial statements, identification of trend and provide financial commentaries on cause and effect on identified trend as per business requirement
Prepare projected financial statements as per relationship managers requirement
Complete Pro forma adjustments based on the projected financial information as per requirement
Should be able to interpret and spread financials of different companies belong to different division as per business requirement at any given day
Strong knowledge on accounting and finance, Industry analysis, Internal and external risk factors of the borrower and more importantly a superior business writing and good communication skills
Assessing the repayment capacity of the highly leveraged Borrower's
Should be able to handle subjectivity as per requirement
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 able to do quality check of the work done by other team members as per business requirement
Facilitates communication to resolve problems and advance strategies
Take up the lead analyst role in the process as per requirement
Make a significant contribution toward achieving team goals through knowledge and skills
Lead or champion efforts to increase productivity and goal accomplishment
Act as a coach or mentor to facilitate learning from experience.

Requirements

1+ year of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Understanding and Application of AI Tools: Ability to leverage AI platforms (e.g., Microsoft Copilot, GitHub Copilot, Tachyon, Agentspace) for routine tasks such as summarizing information, drafting content, and analyzing data, while maintaining human oversight
Critical Thinking: Ability to interpret AI outputs, validate insights, and make informed business decisions
Responsible AI Use: Awareness of ethical considerations, data privacy, and compliance when using AI solutions
Adaptability and Continuous Learning: Commit

Nice to have

Stakeholders/Client management
Able to multi-task to accomplish tasks effectively
Strong analytic skill, Quick Learner & Attention to detail
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

Wells Fargo - All Job Offers

Select Country

Commercial Banking Portfolio Coordinator

Job Description

Job Responsibility

Requirements

Nice to have

Looking for more opportunities?

Commercial Banking Portfolio Coordinator

Commercial Credit Officer – Commercial Banking (AVP)

Commercial Banking Relationship Manager

Commercial Banking Senior Relationship Manager

Sr. Manager - Commercial Card Underwriting, Portfolio Management

Staff Accountant

Senior Lead Treasury Management Consultant

Vice President, Payments & Liquidity Sales Specialist – Services

Corporate Banking Associate

Our AI answers in your language