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Commercial Banking Portfolio Coordinator

  • Job
    Full-time
    Junior Level
  • Accounting & Tax
    Banking & Finance
  • Hyderabad, +1
  • 5d left

AI generated summary

  • You need 2+ years in financial analysis, client management skills, strong analytic abilities, attention to detail, and the ability to multi-task. Flexibility, teamwork, and motivation are essential.
  • You will review credit information, respond to inquiries, analyze financials, assess repayment capacities, mentor teammates, and ensure compliance while preparing financial statements and reports.

Requirements

  • 2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Stakeholders/Client management
  • Able to multi-task to accomplish tasks effectively.
  • Strong analytic skill, Quick Learner & Attention to detail
  • Ability to work quickly & accurately while maintaining acceptable standards of workmanship
  • Ability to recognize and escalate to management for any process breaches
  • Highly motivated with strong organizational
  • Flexibility to work in different shifts
  • Ability to succeed in a team environment

Responsibilities

  • 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
  • Prepare projected financial statements as per relationship managers requirement
  • Complete Pro forma adjustments based on the projected financial information as per requirement
  • Should be able to interpret and spread financials of different companies belong to different division as per business requirement at any given day
  • Strong knowledge on accounting and finance, Industry analysis, Internal and external risk factors of the borrower and more importantly a superior business writing and good communication skills
  • Assessing the repayment capacity of the highly leveraged Borrower's
  • Should be able to handle subjectivity as per requirement
  • Should be flexible in switching roles in between Processors/DSO/QC at any point of time during the day/months as per business requirement
  • Should be able to do quality check of the work done by other team members as per business requirement
  • Facilitates communication to resolve problems and advance strategies
  • Take up the lead analyst role in the process as per requirement
  • Make a significant contribution toward achieving team goals through knowledge and skills
  • Lead or champion efforts to increase productivity and goal accomplishment
  • Act as a coach or mentor to facilitate learning from experience
  • Includes end to end responsibility of request received from clients includes financial spreading in MRA tool, analyzing financial statements, identification of trend and provide financial commentaries on cause and effect on identified trend as per business requirement

FAQs

What are the primary responsibilities of a Commercial Banking Portfolio Coordinator?

The primary responsibilities include reviewing credit information, responding to customer inquiries, performing credit investigations, ensuring credit files are current, and interacting with team members to review processes related to providing credits.

What qualifications are required for this position?

A minimum of 2+ years of financial analysis experience is required, which can be demonstrated through work experience, training, military experience, or education.

What are some of the desired qualifications for the Commercial Banking Portfolio Coordinator role?

Desired qualifications include stakeholder/client management skills, strong analytic skills, attention to detail, the ability to multi-task, and flexibility to work in different shifts.

Will I need to prepare financial statements as part of my role?

Yes, you will be responsible for preparing projected financial statements as per the relationship manager's requirements.

Is teamwork emphasized in this position?

Yes, the role requires the ability to succeed in a team environment and contribute toward achieving team goals.

Are there any specific skills required for the role?

Strong knowledge of accounting and finance, industry analysis, superior business writing, and good communication skills are essential for this position.

How will I be expected to handle noncompliant issues?

You will receive direction from the Commercial Banking Portfolio Management supervisor and should escalate any noncompliant issues appropriately.

Can the role involve mentorship responsibilities?

Yes, the position may include acting as a coach or mentor to facilitate learning from experiences within the team.

What is the expected work environment for this position?

The work environment prioritizes a strong customer relationship while maintaining a risk-mitigating and compliance-driven culture.

When does the job posting end?

The job posting is currently set to end on 12 Feb 2025, but may come down early due to the volume of applicants.

Finance
Industry
10,001+
Employees
1929
Founded Year

Mission & Purpose

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.