Commercial Banking Portfolio Coordinator

About this role:

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator.

In this role, you will:

• 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 moderately complex credit investigations on companies and industries

• Receive direction from Commercial Banking Portfolio Management supervisor and escalate noncompliant issues

• Ensure credit files are current

• Interact with the immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits

Required Qualifications:

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

Desired Qualification

• Good knowledge of accounting and corporate financial accounting system.
• Good understanding of financial ratios and knowledge on Moody’s Risk Analytics would be an added advantage.
•Good knowledge on GAAP Accounting / International Financial Reporting Standards.  Ability to read & interpret financial statements.
•Consistent performance w.r.t all key deliverables
•Training and coaching ability

Essential Qualification
• Strong accountancy concepts
• Excellent communication and interpersonal skills.
• Analyze and interpret financial information.
• Good computer skills and proficiency with Microsoft applications.
• Good problem solving and analytical skills.
• Quick learner and ability to adapt to change.
• Demonstrate good team player qualities.
• Flexible to work different shifts as per the business requirement.
• Ability to set priorities, plan and organize key deliverables.
• Work independently to achieve results within time constraints.
• Demonstrates/maintains professional conduct under all circumstances
• Ability to effectively communicate well with US counterparts.
• Eligible candidate must be a CA Inter qualified, as the requirement is strong accountancy knowledge.
• 1.5 to 2 years of work experience in accounts stream
• Strong analytical skills

Desired Qualification

• Good knowledge of accounting and corporate financial accounting system.
• Good understanding of financial ratios and knowledge on Moody’s Risk Analytics would be an added advantage.
•Good knowledge on GAAP Accounting / International Financial Reporting Standards.  Ability to read & interpret financial statements.
•Consistent performance w.r.t all key deliverables
•Training and coaching ability

Posting End Date:

*Job posting may come down early due to volume of applicants.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.