Senior Commercial Banking Portfolio Coordinator
Wells Fargo · Bengaluru · onsite · Posted 51d ago
Undisclosed2–7 yrsfulltimeSourced from
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About this role
Job Summary
Wells Fargo is seeking a Senior Commercial Banking Portfolio Coordinator
In this role, you will:
- Review complex credit information of loans for companies and industries
- Provide support to the Commercial Banking Portfolio Management team and more experienced individuals in the credit approval process
- Perform complex credit investigations on companies and industries
- Utilize knowledge and interpretation of procedures to direct less experienced individuals
- Interact with immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits
- 2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- At least a B. Com or an equivalent degree preferably MBA
- Overall commercial credit experience across diversified asset class (includes corporate entities and real estate asset class)
- Good knowledge on financial statements for various industries with ability to ascertain trends, ratios and call out key risks when compared to benchmarks (historical and industry performance).
- Sound analytical thinking / high attention to detail with focus on research across various platforms
- High level of personal motivation, strong interpersonal skills to work across time zone
- Demonstrates strong ownership of work, ability to work independently, able to take judgement calls with realistic assumption and ability to articulate and present in the narratives.
- Strong communication skills both verbal and written.
- Must be comfortable working independently and as part of a team
- Intermediary to advanced excel skills would be a plus
- Understand the feedback received from the reviewers and implement the same in their day-to-day work.
- Quality check of work performed by junior team members and provide appropriate feedback on the same
- Analyse real estate related documents like Appraisal, Lease agreements
- Understanding and Application of AI Tools: Ability to leverage AI platforms (e.g., Microsoft Copilot, GitHub Copilot, Tachyon, Agent space) for routine tasks such as summarizing information, drafting content, and analysing data, while maintaining human oversight.
- Critical Thinking: Ability to interpret AI outputs, validate insights, and make informed business decisions.
- Responsible AI Use: Awareness of ethical considerations, data privacy, and compliance when using AI solutions.
- Adaptability and Continuous Learning: Commitment to upskilling and staying current with emerging technologies.
Sourced from naukri
Skills
Advanced Exceldata privacyFinancial CrimesArticulatecopilotcredit approvalBankingCommercial BankingEmerging TechnologiesAI ToolsCommunication Skillsfinancial analysiscomplianceCustomer RelationshipsAi SolutionsArtificial Intelligence
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
Employee ratings
8,681 reviews
3.6/ 5
Culture
3.5
Career growth
2.9
Work-life
3.8
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