Wells Fargo

Financial Services

CommercialBankingPortfolioCoordinator

₹8–12L ~AI est. Hyderabad, India FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Commercial Banking Portfolio Coordinator at Wells Fargo. Skills: Credit analysis, Financial analysis, Portfolio management, AI Tools. Review credit information of loans. Respond to customer inquiries”

Industry & Context.

Financial Services
Problems you'll solve

Identifies issues; Implements solutions; Problem-solving skills

Eligibility Requirements

Willing to work in shifting schedule

What They're Looking For.

Must Have

1+ year financial analysis experience

Nice to Have

Degree in accounting, Degree in Finance, Degree in Economics, CA Inter, Professional certification in Finance, Professional certification in Accounting, Professional certification in Economics, Certification in VBA, Certification in Advanced Excel, 1+ years work experience, Analytical bent of mind, Ability to draw pattern from data, Good knowledge with excel skills, Ability to develop complex function, Ability to comprehend complex function, Ability to develop macros, Ability to comprehend macros, Excellent communication skills, Good comprehension skills, Good business writing skills, Knowledge in Credit Analysis, Knowledge in US GAAP, Knowledge in 10K, Knowledge in 10Qs, Good knowledge on GAAP Accounting, Good knowledge on International Financial Reporting Standards, Well versed with EBITDA calculation, Well versed with credit structuring, Well versed with WACC, Well versed with DCF, Financial spreading work, Ratio analysis, Independently identifies issues, Assists team members with issues, Provides work direction to co-workers, Provides training to co-workers, Analytical skills, Research skills, Business writing skills, Problem-solving skills, Participates in process meetings, Interacts with process SMEs, Perform administrative function, Research on access accounts, Project maintenance, Database conversions, Very detailed oriented, Flexible to work on multiple processes, Proficient with MS Excel, Proficient with Macros, Thorough understanding of customer data requirements, Quality-oriented, Good attention to detail, Sense of urgency in addressing errors, Willingness to learn new skills, Willingness to learn new tasks, Finishes tasks as per schedules, Takes initiative for timely completion, Receives basic information clearly, Reciprocates basic information clearly, Demonstrates good command over English, Ability to escalate issues appropriately, Ability to accurately process high volumes, Ability to process work within deadlines, Ability to adapt to change, Ability to work on multiple processes, Ability to set priorities, Ability to deliver tasks within timelines, Willing to work in shifting schedule, Quality check of work, Provide feedback on work, Understand feedback from onshore, Disseminate feedback to team, Provide training to team members, Educate team on tough scenarios, Foundational AI literacy, Understanding of AI Tools, Application of AI Tools, Leverage AI platforms, Summarizing information, Drafting content, Analyzing data, Maintaining human oversight, Critical Thinking, Interpret AI outputs, Validate AI insights, Make informed business decisions, Awareness of ethical considerations, Awareness of data privacy, Awareness of compliance, Adaptability, Continuous Learning, Commitment to upskilling, Staying current with emerging technologies

What You'll Do.

Review credit information of loans

Respond to customer inquiries

Generate status reports for management

Generate status reports for bankers

Contact available sources of information

Perform credit investigations on companies

Perform credit investigations on industries

Receive direction from supervisor

Escalate noncompliant issues

Ensure credit files are current

Interact with immediate team

Review process of companies for credits

Review financial statement transactions

Review financial statement positions

Analyze financial statement transactions

Analyze financial statement positions

Deliver financial statement transactions

Deliver financial statement positions

Assist team members with issues

Provide work direction to co-workers

Provide training to co-workers

Participate in process meetings

Interact with process SMEs

Perform administrative functions

Research on access accounts

Perform project maintenance

Perform database conversions

Check quality of work

Provide feedback on work

Understand feedback from onshore

Disseminate feedback to team

Provide training to team members

Educate team on tough scenarios

Leverage AI platforms for tasks

Summarize information using AI

Draft content using AI

Analyze data using AI

Make informed business decisions

Work on Regulatory Reporting activities

Work on financial metrics

Work on debt schedule

Work on discounted cash flows

Perform Portfolio support activities

How You'll Work.

Team & Collaboration

Interact with immediate team; Interact with functional area; Work with co-workers; Interact with process SMEs; Interact with onshore team members; Disseminate feedback to team

Communication Scope

Business writing; English language

Full Job Description

**About this role:** Wells Fargo is seeking a Commercial Banking Portfolio Coordinator. **In this role, you will:** * Review complex 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:** * 1+ year of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** * Experience in financial analysis, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * Degree/master's 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 1+ 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. * 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 sp

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