Commercial Banking Portfolio Coordinator, Wells Fargo

Wells Fargo

Location:
India, Hyderabad

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator. In this role, you will: Quality check on the elements applicable per Business Procedures, highlight discrepancies, update checklists, and report the observations; Includes end to end responsibility of request received from clients includes financial spreading in MRA tool, 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; Assessing the repayment capacity of the highly leveraged Borrower’s; Should handle subjectivity in the financial analysis/spreading and substantiate with reasons.

Job Responsibility:

Quality check on the elements applicable per Business Procedures, highlight discrepancies, update checklists, and report the observations
Includes end to end responsibility of request received from clients includes financial spreading in MRA tool, 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
Assessing the repayment capacity of the highly leveraged Borrower’s
Should handle subjectivity in the financial analysis/spreading and substantiate with reasons

Requirements:

2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
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

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

Additional Information:

Job Posted:
August 17, 2025

Expiration:
August 20, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Commercial Banking Portfolio Coordinator