About this role:
Wells Fargo is seeking a Senior Commerical Banking Portfolio Coordinator. This role is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. Serves as a key member of a client's deal team.
In this role, you will:
- 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
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- 4+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Education Qualification: Bachelor's Degree or equivalent. MBA a plus
- Strong analytical skills with high attention to detail and accuracy
- Excellent verbal, written, and interpersonal communication skills
- 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
- Highly motivated with strong organizational skills
- Process work as agreed with the Line of Business and adhere to the procedures/standards of the process
- Flexibility to work in different shifts
- Ability to succeed in a team environment
- High level of initiative and accountability
- Effective organizational, multi-tasking, and prioritizing skills
3 to 5 years of experience -
preferably in Risk & regulatory Data validation & remediation that exists on Systems of Record (SOR)
Skills
- Well versed with Credit Agreements and Credit Approval Documents
- Ability to interpret the loan/credit documents
- Validate information on various SORs with exhaustive authoritative documentation
- Good understanding of key Credit Terms such as: Interest Rates, Advance Rate, Loan limits, Fees
- Strong MS Excel and Reporting skills. Good with Macros a plus
- Strong analytical, research, and problem-solving skills. Leverage different tools and techniques to solve a problem
- Knowledge of Accounting and Finance, Industry analysis, internal and external risk factors of the borrower
- Proactively respond to inquiries on accounts and resolve any discrepancies
- Provide training and mentorship for more Junior Team Members
- Cross train on other existing processes
- Should be flexible in switching roles in between multiple processes as per business requirement
- Very detailed oriented and flexible to work
- Should be flexible in taking additional responsibilities and ensure smooth execution without compromising on quality and timelines
Education Qualification: Bachelor's Degree or equivalent. MBA a plus
- Strong analytical skills with high attention to detail and accuracy
- Excellent verbal, written, and interpersonal communication skills
- 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
- Highly motivated with strong organizational skills
- Process work as agreed with the Line of Business and adhere to the procedures/standards of the process
- Flexibility to work in different shifts
- Ability to succeed in a team environment
- High level of initiative and accountability
- Effective organizational, multi-tasking, and prioritizing skills
29 Sep 2024
*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.
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To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
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