About this role:

Wells Fargo is seeking a Lead Commercial Banking Portfolio Coordinator.

In this role, you will:

• Support performance and overall effectiveness of team, as well as cross-group administrative operations
• Provide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio Management
• 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 or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation
• Independently prioritize work and provide day-to-day-work leadership and mentorship to team
• Lead or contribute to implementation of new or revised processes and procedures
• Provide guidance and subject matter expertise to immediate team and Commercial Banking Portfolio Management on wide range of information.
• Review complex credit information of loans for companies and industries

• Provide support to the Commercial Banking Portfolio Management team and more experienced individuals in the credit approval process
• Perform complex credit investigations on companies and industries
• Utilize knowledge and interpretation of procedures to direct less experienced individuals
• Interact with immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits.
• Responsibility includes, but not limited to:
• Review, analysis and delivery of financial statement transactions and positions based on internal controls and industry standards. Knowledge in Credit Analysis, US GAAP,10K & 10Qs.
• Good knowledge on GAAP Accounting / International Financial Reporting Standards. Well versed with EBITDA calculation, credit structuring, WACC & DCF.
• Financial spreading work & ratio analysis.
• Independently identifies issues and implements resolutions; may assist other team members with issues
• As a subject matter expert, provides work direction and training to co-workers regarding processes.
• Strong analytical, research, Strong business writing skills and problem solving skills.
• Participates in process meetings and interacts on a fairly regular basis with process SMEs
• Perform administrative function, research on access accounts, projects, and maintenance and database conversions as required.
• Very detailed oriented and flexible to work on multiple processes.
• Strong with MS Excel and Macros
• Thorough understanding of customer data requirements as related to the banking and financial services industry.
• Quality-oriented. Good attention to detail. Have a sense of urgency in addressing errors. Demonstrates willingness to learn new skills and tasks
• Finishes one's tasks as per set schedules. Takes initiative for ensuring timely completion of set tasks.
• Receives and reciprocates basic information clearly in the written and oral form; Demonstrates good command over the English language. Ability to escalate issues appropriately.
• Ability to accurately process high volumes of work within established deadlines
• Ability to adapt to change and work on multiple processes
• Ability to set priorities, and deliver the tasks within the stipulated timelines
• Candidate must be willing to work in shifting schedule depending on business need.
• Quality check of work performed by junior team members and provide appropriate feedback on the same.
• Understand the feedback received from the onshore team members and disseminate the same to the team.
• Provide training to the team members and educate them on the tough scenarios

• 6+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Experience in financial analysis, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Degree/Masters in accounting, Finance, Economics or CA Inter.
• Any professional certification in Finance/Accounting/Economics would be a plus
• Certification in VBA/Advanced Excel would be a plus
• Should have 5 - 8 years of work experience.
• Analytical bent of mind and ability to draw pattern from discrete set of data.
• Good knowledge with excel skills with ability to develop and comprehend complex function and macros.
• Excellent communication skills, with good comprehension and business writing skills.

• Work on the activities related to Regulatory Reporting, using the financial metrics, debt schedule, WFCC and discounted cash flows.
• Portfolio support activities
• Knowledge on C&I, CRE and Leverage Lending loans