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Lead Commercial Banking Portfolio Coordinator

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
India , Bengaluru

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

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
  • Analyze real estate related documents like Appraisal , Lease agreements
  • Provide support to the Commercial Banking Portfolio Management team and more experienced individuals in the credit approval process
  • Perform complex credit investigations on companies and industries
  • Utilize knowledge and interpretation of procedures to direct less experienced individuals
  • Interact with immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits
  • Understand the feedback received from the reviewers and implement the same in their day to day work
  • Quality check of work performed by junior team members and provide appropriate feedback on the same
  • Deliver quality work product within agreed upon timelines
  • Ability to properly escalate issues or complaints in a timely manner
  • Able to support his/her FLM in preparing the internal reports like performance report, Daily/Weekly Monthly reports and dashboards
  • Prepare/design training programs, learning curve design with examples/samples/test cases. Provide progress plan for team members
  • Prepare PDP packs, process documents should be up to date and email should sent to onshore partners for the approval

Requirements:

  • At least a B. Com or an equivalent degree preferably MBA
  • Should have 5 – 7 years of work experience
  • Sound analytical thinking / high attention to detail with focus on research across various platforms
  • Demonstrates strong ownership of work, ability to work independently, able to taken judgement calls with realistic assumption and ability to articulate and present in the narratives
  • Strong communication skills – both verbal and written
  • High level of personal motivation, strong interpersonal skills to work across time zone
  • Must be comfortable working independently and as part of a team
  • Experience in assessing credit worthiness of borrower based on various qualitative and quantitative factors
  • Ability to read, comprehend and synthesize data regarding borrower performance / market related information from multiple sources into one prescribed template
  • Advanced excel skills would be a plus

Nice to have:

Advanced excel skills would be a plus

Additional Information:

Job Posted:
May 19, 2026

Expiration:
May 25, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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