Associate Commercial Banking Portfolio Coordinator
Wells Fargo
- Location
- Bengaluru South, Karnataka, India
- Job type
- Full-time
Required skills
- accounting
- banking
- customer service
- financial analysis
- GAAP
About the role
Wells Fargo
Website:
wellsfargo.com
Job details:
About This Role
Wells Fargo is seeking an 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
- Knowledge of GAAP Accounting
- Quick learner
- Highly motivated individual who is able to work well independently and in a team environment
- Ability to recognize and escalate issues to management for any process breaches
- Ability to multitask to accomplish tasks and meet deadlines effectively
- Ability to work quickly & accurately while maintaining acceptable standards of workmanship
- Flexibility to stretch to accomplish projects timely
Reference Number
R-523041
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