CIB Portfolio Associate
Wells Fargo · Bengaluru · onsite · Posted 49d ago
Undisclosed0–5 yrsfulltimeSourced from
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About this role
Job Summary
Wells Fargo is seeking a CIB Portfolio Associate.
Responsibilities In this role, you will: - Participate in monitoring, documenting, underwriting, and reacting to the credit quality of an assigned portfolio of loans within CIB Portfolio Management functional area and contribute to planning related to functional area deliverables
- Review less complex or tactical issues, policies or procedures for which answers can be quickly obtained related to low-to-medium risk tasks and deliverables
- Receive direction from supervisor and exercise judgment while developing understanding of functions, policies, procedures, and compliance requirements
- Provide information to managers, functional colleagues and stakeholders
- 6+ years of CIB Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Work closely with both internal stakeholders and users to meet their service needs
- Apply technical knowledge and expertise to perform work and action requests
- Strong MS Office knowledge to manage and structure the available data and to clean and transform the data to use it further
- Overall experience in understanding the Fund Finance Group working and/or ready to learn about te FFG group and its functioning.
- Credit background; strong familiarity with documents related to credit facilities
- Understanding of different elements of a Loan Agreement
- Demonstrates awareness and understanding of the financial regulatory environment in which Wells Fargo operates
- Synthesizes complex or varied sources of information to create reports
- Provides summaries and supporting information to build effective narratives and enhance report utility
- Effective organizational, multi-tasking, and prioritizing skills
- Excellent verbal, written and interpersonal communication skills
- Solid problem solving and decision-making skills
- Proficient in Microsoft Outlook and Excel with ability to develop and comprehend complex functions and macros.
- Willing to work in mid-shift working hou:30 PM to 9.30 PM IST
- Support performance of less experienced staff and overall effectiveness of CIB Portfolio Management
- Provide feedback and present ideas for improving or implementing processes and tools with functional area impact
- Perform complex administrative transactional and operational or customer support tasks
- Provide subject matter expertise and interpretation of procedures to less experienced staff
- Interpret and develop compliance requirements, policies and procedures for functions with moderate complexity within scope of responsibility
- Interact with immediate team, CIB Portfolio Management and internal peers outside work group on a wide range of information, as well as internal or external customers
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Skills
Customer SupportFinancial CrimesRisk IdentificationLoansSubject MatterPortfolio ManagementRegulatory ComplianceunderwritingCommunication SkillscomplianceCustomer Relationshipsfinance
About Wells Fargo
Wells Fargo
Financial Services
20k+
employees
1852
174 years old
Bengaluru/Bangalore, Karnataka
India
About
Wells Fargo works to create positive social impact in the communities it serves by supporting housing affordability, small business growth, financial health, and a low-carbon economy.
Industries
Financial Services
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8,681 reviews
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Culture
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