Job Description
About this role:
Wells Fargo is seeking a Commercial Banking Portfolio Coordinator.
In This Role, You Will
- 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
Required Qualifications
- 2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualification
- Knowledge on GAAP Accounting / International Financial Reporting Standards. Ability to read & interpret financial statements.
- Consistent performance w.r.t all key deliverables
- Training and coaching ability
Job Expectations
- 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.
- 2-3 years of work experience in accounts stream
- Strong analytical skills
Reference Number
R-522685
