Commercial Banking Portfolio Coordinator - Hyderabad, India - Wells Fargo

Wells Fargo

Verified Company

Hyderabad, India

5 days ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

About Wells Fargo

Wells Fargo India & Philippines

Wells Fargo India & Philippines (WFIP) enables global talent capabilities for Wells Fargo Bank NA., by supporting over half of Wells Fargo's business lines and staff functions across Technology, Business Services, Risk Services and Knowledge Services.

WFIP operates in Hyderabad, Bengaluru and Chennai in India and in Manila, Philippines. Learn more about WFIP at our International Careers website.

Department Overview

The Business Services team across locations provides processing and voice support and to enable a follow-the-sun delivery model for Wells Fargo that would help us service our customers faster.

Business Services teams perform bank operation processes across divisions of WF Home Lending, Wholesale Ops, Wealth & Investment Management (WIM), PVSI & Community banking.

About the Role

1-3 years of experience in all or multiple combination of the following:

Responsibilities:

Includes end to end responsibility of request received from clients includes financial spreading in MRA tool, analyzing financial statements, identification of trend and provide financial commentaries on cause and effect on identified trend as per business requirement
Prepare projected financial statements as per relationship managers requirement
Complete Pro forma adjustments based on the projected financial information as per requirement
Should be able to interpret and spread financials of different companies belong to different division as per business requirement at any given day
Strong knowledge on accounting and finance, Industry analysis, Internal and external risk factors of the borrower and more importantly a superior business writing and good communication skills.
Assessing the repayment capacity of the highly leveraged Borrower's.
Should be flexible in switching roles in between Processors/DSO/QC at any point of time during the day/months as per business requirement
Should be able to do quality check of the work done by other team members as per business requirement
Facilitates communication to resolve problems and advance strategies.
Take up the lead analyst role in the process as per requirement
Make a significant contribution toward achieving team goals through knowledge and skills.
Lead or champion efforts to increase productivity and goal accomplishment.
Act as a coach or mentor to facilitate learning from experience.

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Essential Qualifications

MBA Finance (mandatory) and Bachelor's Degree (Commerce), equivalent:

Should have an experience in assessing credit worthiness of the borrowers based on qualitative and quantitative factors
Strong knowledge of preparation and analysis of projected and Proforma based financial statements
Strong knowledge on GAAP Accounting / International Financial Reporting Standards
Sound knowledge of ratio analysis, cash flow, and trend analysis
Should have experience of Financial spreading across all the Industries
Good knowledge on Moody's Risk Analytics (MRA) (added advantage)
Ability to read & analyze financial statements.
Strong analytical skills.
Excellent communication skills
Should be flexible to stretch as per business requirement

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Desired Qualifications:

Stakeholders/Client management
Able to multitask to accomplish tasks effectively.
Strong analytic skill, Quick Learner & Attention to detail
Ability to work quickly & accurately while maintaining acceptable standards of workmanship
Ability to recognize and escalate to management for any process breaches
Highly motivated with strong organizational
Flexibility to work in different shifts
Ability to succeed in a team environment

We Value Diversity

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.

Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.