FAQs
What are the primary responsibilities of the Associate Commercial Banking Portfolio Coordinator?
The primary responsibilities include reviewing borrowers' covenants and financial reporting requirements, tracking assigned jobs prior to underwriting, preparing annual review jobs, performing basic credit investigations, and providing customer service to front office bankers.
What qualifications are required for this position?
A minimum of 6+ months of financial analysis experience or equivalent work experience, training, military experience, or education is required. Additionally, candidates must be CA Inter qualified to demonstrate strong accountancy knowledge.
Are there any preferred skills for this role?
Desired qualifications include a good knowledge of accounting, an understanding of financial ratios, and familiarity with GAAP Accounting and International Financial Reporting Standards, along with the ability to read and interpret financial statements.
What kind of work environment can I expect in this role?
Candidates can expect a team-oriented environment with a focus on building strong customer relationships while adhering to a risk mitigating and compliance-driven culture.
Is flexibility in work shifts required for this position?
Yes, candidates must be flexible to work different shifts as per the business requirements.
What skills are emphasized for success in this role?
Strong accountancy concepts, excellent communication and interpersonal skills, analytical problem-solving abilities, proficiency in Microsoft applications, and the ability to work independently and as a team player are emphasized.
Will I need to communicate with US counterparts?
Yes, the ability to effectively communicate with US counterparts is required.
Is there a deadline for job applications?
Yes, the posting end date for this job is February 27, 2025, but the job posting may come down early due to the volume of applicants.
Does Wells Fargo have a diversity and inclusion policy?
Yes, Wells Fargo values diversity, equity, and inclusion and welcomes applications from all qualified candidates regardless of various protected characteristics.
What is the company’s policy regarding drug and alcohol use?
Wells Fargo maintains a drug-free workplace in accordance with their Drug and Alcohol Policy.