Lead 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 Lead Commercial Banking Portfolio Coordinator with experience in Quality Review/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:

Support performance and overall effectiveness of team, as well as cross-group administrative operations
Provide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio Management
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 or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation
Independently prioritize work and provide day-to-day-work leadership and mentorship to team
Lead or contribute to implementation of new or revised processes and procedures
Provide guidance and subject matter expertise to immediate team and Commercial Banking Portfolio Management on wide range of information
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
Quality check on the elements applicable per Business Procedures, highlight discrepancies, update checklists, and report the observations
Assessing the repayment capacity of the highly leveraged Borrower’s
Should handle subjectivity in the financial analysis/spreading and substantiate with reasons
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 flexible in taking additional responsibilities and ensure smooth execution without compromising on quality and timelines
Act as a coach or mentor to facilitate learning from experience depending on requirement
Facilitates communication to resolve problems and advance strategies
Make a significant contribution toward achieving team goals through knowledge and skills
Lead or champion efforts to increase productivity and goal accomplishment

Requirements:

6+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Chartered Accountant and Bachelor's Degree (Commerce Mandatory), equivalent
Strong knowledge on accounting and finance, Industry analysis, Internal and external risk factors of the borrower
Should have an experience in assessing credit worthiness of the borrowers based on qualitative and quantitative factors
Strong knowledge of preparation and analysis of projected and Proforma based financial statements
Sound knowledge of ratio analysis, cash flow, and trend analysis
Should have experience of Financial spreading across all the Industries
Sound knowledge on Moody's Risk Analytics (MRA) (added advantage)
Strong knowledge on GAAP Accounting / International Financial Reporting Standards
Ability to read & analyze financial statements
Excellent knowledge of MS office application primarily MS Word, MS Excel and PowerPoint
Strong analytical skills
Excellent communication skills
Should be flexible to stretch as per business requirement
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:

Chartered Accountant and Bachelor's Degree (Commerce Mandatory), equivalent
Strong knowledge on accounting and finance, Industry analysis, Internal and external risk factors of the borrower
Should have an experience in assessing credit worthiness of the borrowers based on qualitative and quantitative factors
Strong knowledge of preparation and analysis of projected and Proforma based financial statements
Sound knowledge of ratio analysis, cash flow, and trend analysis
Should have experience of Financial spreading across all the Industries
Sound knowledge on Moody's Risk Analytics (MRA) (added advantage)
Strong knowledge on GAAP Accounting / International Financial Reporting Standards
Ability to read & analyze financial statements
Excellent knowledge of MS office application primarily MS Word, MS Excel and PowerPoint
Strong analytical skills
Excellent communication skills
Should be flexible to stretch as per business requirement
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:
May 06, 2025

Expiration:
May 15, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Lead Commercial Banking Portfolio Coordinator