About This Role
Wells Fargo is seeking a Associate Commercial Banking Portfolio Coordinator.
In This Role, You Will
- Review borrowers covenants and financial reporting requirements, validating exposures, searching internal systems for available financial information, data entry into workflow tool, preparing checklist of pending financial information, providing customer service to front office bankers, ensuring receipt and imaging of complete underwriting financial packages
- Track jobs assigned at every stage of the process prior to underwriting
- Prepare Annual Review Jobs for underwriting; review financial documents and loan agreements to determine if all required or eligible alternative documents are available to complete the annual review; review covenants and identify certain loan types to determine all the necessary documents required to perform underwriting work
- Perform basic credit investigations on companies and industries
- Escalate issues or complaints in a timely manner
Required Qualifications
- 6+ months of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Desired Qualifications
- Bachelor's and master's Degree in finance and accounting
- Strong accountancy concepts
- Decent communication and interpersonal skills.
- Analyze and interpret financial statements/ratios.
- 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.
- 0-1 year of work experience in accounts stream
- Strong analytical skills
Job Expectations
- Knowledge on GAAP Accounting / International Financial Reporting Standards. Ability to read & interpret financial statements.
Reference Number
R-528801
