CrawlJobs Logo

Senior Analytics Assistant - Collateral Analysis

https://www.wellsfargo.com/ Logo

Wells Fargo

Location Icon

Location:
India , BENGALURU

Category Icon

Job Type Icon

Contract Type:
Employment contract

Salary Icon

Salary:

Not provided

Job Description:

Wells Fargo is seeking a Senior Analytics Assistant for electronic reporting activities under collateral monitoring. Electronic reporting involves preparing client files and analyzing the results for each collateral reporting update during the credit life cycle to correctly identify and evaluate the ineligible collateral.

Job Responsibility:

  • Support performance of less experienced staff and overall effectiveness of team
  • Proactively provide feedback and present ideas for improving or implementing processes and tools
  • Perform complex administrative transactional and operational support tasks
  • Update project logs
  • Participate in research, tracking, and data gathering related to projects
  • Provide subject matter expertise and interpretation of procedures to less experienced staff
  • Interact with team, functional area, internal peers outside work group, and manager on planning and performing analysis, trends, and presentation design
  • Review and prepare collateral reporting files received from the clients for processing & inventory various reports
  • Perform additional file format due diligence by reviewing various file types & troubleshooting various file formats
  • Partner with multiple teams to resolve any issues that arise during each reporting cycle (technical processing team members, collateral analysts, relationship managers, field examiners, and in some situations, clients)
  • Perform trend analysis and exception report review, root cause analysis to identify the probable causes for variation in total gross collateral on the Ineligibles Schedule. Seek second level review as needed
  • Identify the key fields and their source and check the source files to see if the information is logical and being picked up correctly by the processing tool
  • Create final ineligibles schedule against the clients collateral reporting files

Requirements:

  • 2+ years of analytics support and reporting administrative experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Advanced level Excel skills, good command of complex & nested formulas. Knowledge of VBA will be an advantage
  • Experience in exploratory data analysis, data validation & cleaning, data visualization & outlier identification, reporting & insights will be preferred
  • Fair understanding of the credit life cycle, line of credit & collaterals and their types
  • Demonstrated ability to use AI-enabled tools and solutions to improve productivity, accuracy, and decision-making relevant to the role
  • The expected level of AI proficiency for this role ranges from Basic to Medium, depending on job responsibilities. Candidates should be comfortable leveraging AI responsibly as part of day-to-day work while adhering to enterprise risk, data, and compliance standards

Nice to have:

  • Knowledge of VBA will be an advantage
  • Experience in exploratory data analysis, data validation & cleaning, data visualization & outlier identification, reporting & insights will be preferred
  • Fair understanding of the credit life cycle, line of credit & collaterals and their types

Additional Information:

Job Posted:
May 17, 2026

Expiration:
May 20, 2026

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

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Senior Analytics Assistant - Collateral Analysis

Senior Vice President, Credit Specialist, Private Banking

Citi Global Wealth (CGW) is looking for a Senior Vice President, Credit Speciali...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Min 10 years of experience
  • Strong and proven analytical, financial structuring and execution skills
  • Experience as a credit officer
  • In-depth knowledge and understanding of Financial Analysis including Financial and cash flow modelling
  • Ability to digest complex or detailed issues and articulate them in a clear and concise manner to stakeholders
  • Excellent communication (written and verbal) and interpersonal skills
  • Good negotiation skills
  • Strong initiative and interactive approach to problem-solving
  • Displays flexibility and independence in a demanding environment
  • Dependable team player
Job Responsibility
Job Responsibility
  • Assist Lending Advisors with preparing Credit Greenlight memos
  • Full credit underwriting with appropriate risk-return characteristics
  • Preparation of Credit Applications ensuring accuracy and completeness of data
  • Financial Analysis including cash flow statements
  • Collateral Evaluation covering investment portfolios, commercial real estate, art, aircraft and other asset classes
  • Provide In-Business Credit Risk Approval on credit applications
  • Prepare and negotiate credit documentation for facilities
  • Prepare, review and monitor compliance to facility covenants and approval conditions
  • Assist in Portfolio Management
  • Problem Recognition and assisting with classified loans remedial management
What we offer
What we offer
  • Access to telehealth options, health advocates, confidential counseling
  • Expanded Paid Parental Leave Policy
  • Access to learning and development resources
  • Generous paid time off packages
  • Fulltime
Read More
Arrow Right

Gmd non-flow credit repo trader

The Global Repo and Indexing business line, within the Global Markets Division, ...
Location
Location
United States Of America , New York
Salary
Salary:
130000.00 - 160000.00 USD / Year
credit-agricole.com Logo
Crédit Agricole
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Post-graduate degree in an analytical field
  • Experience as a corporate credit analyst at a rating agency or equivalent
  • Understanding of securitization structures, techniques and documentation
  • Strong problem-solving and critical thinking skills
  • Native or fluent level of English
  • Bachelor's degree, preferably in an analytical area, followed by appropriate market relevant working experience
  • Experience in trading and risk managing a trading book
  • Experience as a credit analyst
  • 3-5 years of experience
  • Team oriented
Job Responsibility
Job Responsibility
  • Assisting senior traders with daily tasks such as P&L calculations and risk monitoring
  • Assisting senior traders with the pricing and execution of structured transactions
  • Risk analysis of transactions and collateral obligations
  • Analyze, understand and price transaction risk and use of scarce resources to optimize risk/return
  • Execute transactions in accordance with established risk management procedures and risk parameters
  • Identify market opportunities and formulate trading strategy to optimize risk/return
  • Input all executed trades directly into the Front Office Systems in a timely manner
  • Monitor and manage position risk
  • Partner with Structuring and Sales in providing client solutions
  • Partner with and inform risk functions including obtaining risk approvals as necessary
  • Fulltime
Read More
Arrow Right

Credit Portfolio Analyst II

The Credit Portfolio Analyst II is an intermediate-level position responsible fo...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2–4 years of experience in credit card risk analytics, consumer lending, or financial analytics
  • Bachelor’s or Master’s degree in Statistics, Mathematics, Economics, Engineering, or related quantitative fields
  • Strong working knowledge of SQL/SAS
  • exposure to Python preferred
  • Experience working with large datasets
  • Experience with Tableau or PowerPoint for visualization and reporting
  • Understanding of consumer credit risk fundamentals
  • Ability to interpret data and explain results clearly
  • Structured thinking and attention to detail
  • Problem-solving skills to identify, analyze, and challenge basic problems
Job Responsibility
Job Responsibility
  • Track portfolio performance metrics including delinquency, roll rates, losses, and utilization
  • Perform trend, vintage, and cohort analysis to identify early risk signals
  • Support creation and maintenance of risk dashboards and MIS
  • Assist in diagnosing portfolio performance changes and segment-level risk drivers
  • Analyze performance of new account vintages by channel, product, and segment
  • Monitor early delinquency and first-payment default trends
  • Support evaluation of acquisition strategies to balance growth and risk
  • Prepare analytical summaries for discussions with business and marketing teams
  • Support analysis for credit underwriting policy changes
  • Assist in evaluating approval rate vs loss trade-offs
What we offer
What we offer
  • Programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more
  • Expanded Paid Parental Leave Policy
  • Access to an array of learning and development resources
  • Variety of programs that help employees balance their work and life, including generous paid time off packages
  • Resources and tools to volunteer in the communities in which they live and work
  • Fulltime
Read More
Arrow Right

Credit Portfolio Analyst

The Credit Portfolio Analyst II is an intermediate-level position responsible fo...
Location
Location
India , Haryana; Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2-6 years of experience in credit risk analysis or corporate banking
  • Knowledge of accounting and corporate finance, risk management, credit and banking products, credit analytics, risk assessment, and transaction execution
  • Familiarity with data interpretation and ability to challenge decisions based on data analysis
  • Basic understanding of various risk factors including stress testing, collateral risk and volatility, concentration risks, liquidity, and wrong way risk, with demonstrated experience in reviewing these factors and challenging any discrepancies
  • Ability to interpret data, make sound decisions, and challenge the basis of the analysis
  • Understands and challenge various risk factors including stress testing, collateral risk and volatility, concentration risks, and liquidity
  • Clear and concise written and verbal communication
  • Ability to work with little direction and in a team
  • Problem-solving skills to identify, analyze, and challenge basic problems
  • Familiarity with risk management software and other relevant technologies
Job Responsibility
Job Responsibility
  • Conduct risk assessments and client credit analysis with supervision
  • Review financial results and peer analyses to support the preparation of financial projections
  • Assist in the preparation of green-light and transaction approval memos
  • Support due diligence activities and the building of cash flow models and sensitivity analyses
  • Escalate credit concerns and updates to senior risk and business managers
  • Support the proposal of risk mitigation actions by staying informed of related developments in the portfolio and industry, and by understanding the credit process, policies, and Citi's risk appetite
  • Assist with portfolio review preparation and the conduct of stress tests
  • Build working relationships with various teams across the bank, including deal, coverage, and product teams
  • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets
  • Support compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment, and escalating, managing, and reporting control issues with transparency
  • Fulltime
Read More
Arrow Right

Credit Risk Analytics - Analyst II

The Credit Portfolio Analyst II is an intermediate-level position responsible fo...
Location
Location
India , Bengaluru; Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2+ years of experience in credit risk analysis or corporate banking
  • Experience in financial analysis, accounting, and valuation
  • Knowledge of accounting and corporate finance, financial modeling, credit and banking products, credit analytics, risk assessment, and transaction execution
  • Familiarity with data interpretation and ability to challenge decisions based on data analysis
  • Basic understanding of various risk factors including stress testing, collateral risk and volatility, concentration risks, liquidity, and wrong way risk, with demonstrated experience in reviewing these factors and challenging any discrepancies
  • Ability to interpret data, make sound decisions, and challenge the basis of the analysis
  • Clear and concise written and verbal communication
  • Ability to work with little direction and in a team
  • Problem-solving skills to identify, analyze, and challenge basic problems
  • Familiarity with risk management software and other relevant technologies
Job Responsibility
Job Responsibility
  • Conduct risk assessments and client credit analyses with supervision
  • Review financial results and peer analyses to support the preparation of financial projections
  • Assist in the preparation of green-light and transaction approval memos
  • Support due diligence activities and the building of cash flow models and sensitivity analyses
  • Escalate credit concerns and updates to senior risk and business managers
  • Support the proposal of risk mitigation actions by staying informed of related developments in the portfolio and industry, and by understanding the credit process, policies, and Citi's risk appetite
  • Assist with portfolio review preparation and the conduct of stress tests
  • Build working relationships with various teams across the bank, including deal, coverage, and product teams
  • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets
  • Support compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment, and escalating, managing, and reporting control issues with transparency
  • Fulltime
Read More
Arrow Right

Credit Portfolio Analyst II

The Credit Portfolio Analyst II is an intermediate-level position responsible fo...
Location
Location
Mexico , Ciudad De Mexico
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 0-2 years of experience in credit risk analysis or corporate banking
  • Experience in financial analysis, accounting, and valuation
  • Knowledge of accounting and corporate finance, financial modeling, credit and banking products, credit analytics, risk assessment, and transaction execution
  • Familiarity with data interpretation and ability to challenge decisions based on data analysis
  • Basic understanding of various risk factors including stress testing, collateral risk and volatility, concentration risks, liquidity, and wrong way risk, with demonstrated experience in reviewing these factors and challenging any discrepancies
  • Ability to interpret data, make sound decisions, and challenge the basis of the analysis
  • Adds value and contributes to the success of the team
  • Understands and challenge various risk factors including stress testing, collateral risk and volatility, concentration risks, and liquidity
  • Clear and concise written and verbal communication
  • Ability to work with little direction and in a team
Job Responsibility
Job Responsibility
  • Conduct risk assessments and client credit analyses with supervision
  • Review financial results and peer analyses to support the preparation of financial projections
  • Assist in the preparation of green-light and transaction approval memos
  • Support due diligence activities and the building of cash flow models and sensitivity analyses
  • Escalate credit concerns and updates to senior risk and business managers
  • Support the proposal of risk mitigation actions by staying informed of related developments in the portfolio and industry, and by understanding the credit process, policies, and Citi's risk appetite
  • Assist with portfolio review preparation and the conduct of stress tests
  • Build working relationships with various teams across the bank, including deal, coverage, and product teams
  • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets
  • Support compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment, and escalating, managing, and reporting control issues with transparency
  • Fulltime
Read More
Arrow Right

Credit Portfolio Analyst II

The Credit Portfolio Analyst II is an intermediate-level position responsible fo...
Location
Location
India , Gurugram; Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 0-2 years of experience in credit risk analysis or corporate banking
  • Experience in financial analysis, accounting, and valuation
  • Knowledge of accounting and corporate finance, financial modeling, credit and banking products, credit analytics, risk assessment, and transaction execution
  • Familiarity with data interpretation and ability to challenge decisions based on data analysis
  • Basic understanding of various risk factors including stress testing, collateral risk and volatility, concentration risks, liquidity, and wrong way risk, with demonstrated experience in reviewing these factors and challenging any discrepancies
  • Ability to interpret data, make sound decisions, and challenge the basis of the analysis
  • Adds value and contributes to the success of the team
  • Understands and challenge various risk factors including stress testing, collateral risk and volatility, concentration risks, and liquidity
  • Clear and concise written and verbal communication
  • Ability to work with little direction and in a team
Job Responsibility
Job Responsibility
  • Conduct risk assessments and client credit analyses with supervision
  • Review financial results and peer analyses to support the preparation of financial projections
  • Assist in the preparation of green-light and transaction approval memos
  • Support due diligence activities and the building of cash flow models and sensitivity analyses
  • Escalate credit concerns and updates to senior risk and business managers
  • Support the proposal of risk mitigation actions by staying informed of related developments in the portfolio and industry, and by understanding the credit process, policies, and Citi's risk appetite
  • Assist with portfolio review preparation and the conduct of stress tests
  • Build working relationships with various teams across the bank, including deal, coverage, and product teams
  • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets
  • Support compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment, and escalating, managing, and reporting control issues with transparency
What we offer
What we offer
  • Programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more
  • Expanded Paid Parental Leave Policy
  • Resources to manage financial well-being and help plan for the future
  • Access to an array of learning and development resources
  • Variety of programs that help employees balance their work and life, including generous paid time off packages
  • Resources and tools to volunteer in the communities in which they live and work
  • Fulltime
Read More
Arrow Right

Credit Portfolio Analyst II

The Credit Portfolio Analyst II is an intermediate-level position responsible fo...
Location
Location
India , Gurugram; Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 0-2 years of experience in credit risk analysis or corporate banking
  • Experience in financial analysis, accounting, and valuation
  • Knowledge of accounting and corporate finance, financial modeling, credit and banking products, credit analytics, risk assessment, and transaction execution
  • Familiarity with data interpretation and ability to challenge decisions based on data analysis
  • Basic understanding of various risk factors including stress testing, collateral risk and volatility, concentration risks, liquidity, and wrong way risk, with demonstrated experience in reviewing these factors and challenging any discrepancies
  • Ability to interpret data, make sound decisions, and challenge the basis of the analysis
  • Clear and concise written and verbal communication
  • Ability to work with little direction and in a team
  • Problem-solving skills to identify, analyze, and challenge basic problems
  • Familiarity with risk management software and other relevant technologies
Job Responsibility
Job Responsibility
  • Conduct risk assessments and client credit analyses with supervision
  • Review financial results and peer analyses to support the preparation of financial projections
  • Assist in the preparation of green-light and transaction approval memos
  • Support due diligence activities and the building of cash flow models and sensitivity analyses
  • Escalate credit concerns and updates to senior risk and business managers
  • Support the proposal of risk mitigation actions by staying informed of related developments in the portfolio and industry, and by understanding the credit process, policies, and Citi's risk appetite
  • Assist with portfolio review preparation and the conduct of stress tests
  • Build working relationships with various teams across the bank, including deal, coverage, and product teams
  • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets
  • Support compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment, and escalating, managing, and reporting control issues with transparency
What we offer
What we offer
  • Programs and services for physical and mental well-being including access to telehealth options, health advocates, confidential counseling
  • Expanded Paid Parental Leave Policy
  • Resources to manage financial well-being and help plan for the future
  • Access to an array of learning and development resources
  • Variety of programs that help employees balance their work and life, including generous paid time off packages
  • Resources and tools to volunteer in the communities
  • Fulltime
Read More
Arrow Right