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Commercial Banking Portfolio Coordinator
Commercial Banking Portfolio Coordinator-March 2024
Bangalore
Mar 18, 2025
ABOUT WELLS FARGO
Wells Fargo is a diversified, community-based financial services company with a vision to satisfy customer’s financial needs and help them succeed financially.
10,000+ employees
Financial Services, Technology
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About 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 industriesRespond to customer inquiries, generate status reports for management or bankers and contact available sources of informationPerform moderately complex credit investigations on companies and industriesReceive direction from Commercial Banking Portfolio Management supervisor and escalate noncompliant issuesEnsure credit files are currentInteract with the immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing creditsRequired Qualifications, US:

  2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationRequired Qualifications, International:Experience in financial analysis, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationResponsibilities

  Analyze the customer financial statements and spread financial information into Moody's Risk Analyst application as per Wells Fargo credit policy and guidelines.

  Duties may include: providing operational accounting support for internal business groups and/or operations departments; reviewing customer financials; support of business group products; preparing regulatory reports; reviewing data from the general ledger, unit reports and various systems to ensure accuracy; reviewing entries for reporting system; gathering and reviewing operational or financial data for regulatory reports; preparing and reviewing account reconciliations and certifications; performing a variety of analyses or projects relating to operational accounting procedures, methods or systems; may handle escalated calls or issues. May have direct interaction with clients or vendors.

  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.

  We Value Diversity

  At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

  Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

  Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

  Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

  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.

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