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Commercial Banking Portfolio Coordinator-13

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Wells Fargo

Yesterday

  • Job
    Full-time
    Junior & Mid Level
  • Accounting & Tax
    Banking & Finance
  • Hyderabad, +1
  • 11d left

AI generated summary

  • You need 2+ years in financial analysis, CA Inter qualification, strong accounting skills, good communication, problem-solving abilities, and proficiency in Microsoft applications. Flexibility and teamwork are essential.
  • You will review credit information, respond to inquiries, analyze financial statements, prepare reports, manage accounts, and ensure compliance while communicating effectively with stakeholders.

Requirements

  • 2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Eligible candidate must be a CA Inter qualified, as the requirement is strong accountancy knowledge.
  • 2-3 years of work experience in accounts stream
  • Strong analytical skills
  • Strong accountancy concepts
  • Excellent communication and interpersonal skills.
  • Analyze and interpret financial information.
  • 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.

Responsibilities

  • 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.
  • Analyze the customer financial statements and spread financial information into Optimist application as per Wells Fargo credit policy and guidelines.
  • Performs operational accounting activities related to account reconcilement and maintenance. Duties may include: providing operational accounting support to internal business groups and/or operations departments ensuring that accounts are being managed within the account policy requirements; analyzing and reviewing accounting documents for accuracy; tracing and investigating transactions to resolve questionable data and applying corrective actions when necessary.
  • Preparing various reports using online systems; preparing account reconciliation and certification; performing customer account maintenance duties; reviewing taxes. Assists and provides guidance to lower level Operations accounting clerks and specialists with reconciliation of complex problems. May have direct/indirect responsibility for supporting, advising, and resolving disputes for customers, clients/vendors. Acts as a subject matter expert and handles escalations, investigations.
  • May have indirect/direct interaction with internal and external clients. Performs complex projects as requested.
  • Demonstrates/maintains professional conduct under all circumstances.
  • Ability to effectively communicate well with US counterparts.

FAQs

What are the required qualifications for the Commercial Banking Portfolio Coordinator position?

The required qualifications include 2+ years of financial analysis experience or equivalent demonstrated through work experience, training, military experience, or education.

Is there a specific educational qualification needed for this role?

Yes, eligible candidates must be CA Inter qualified due to the strong accountancy knowledge required for the position.

What kind of experience is preferred for this role?

A preferred experience includes 2-3 years of work experience in the accounts stream along with strong analytical skills.

Will I be required to interact with customers or clients?

Yes, there may be indirect or direct interaction with internal and external clients as part of the job responsibilities.

Are there any specific software applications that I need to be proficient in?

Yes, proficiency with Microsoft applications is required, and familiarity with the Optimist application is desired.

What types of tasks will I be performing in this role?

Tasks include reviewing credit information, performing credit investigations, analyzing financial statements, and preparing reports.

Is experience with GAAP Accounting or International Financial Reporting Standards necessary for this job?

Yes, a good knowledge of GAAP Accounting and International Financial Reporting Standards is essential, as well as the ability to read and interpret financial statements.

What soft skills are important for this position?

Important soft skills include excellent communication and interpersonal skills, problem-solving abilities, adaptability to change, and strong teamwork qualities.

What is the posting end date for this job?

The posting end date for this job is December 31, 2024, but the job may close earlier due to the volume of applicants.

Does Wells Fargo have a diversity and inclusion policy?

Yes, Wells Fargo values diversity, equity, and inclusion and encourages applications from all qualified candidates regardless of various protected characteristics.

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Wells Fargo

Finance
Industry
10,001+
Employees
1929
Founded Year

Mission & Purpose

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.