Senior Commercial Portfolio Coordinator
Wells Fargo · Hyderabad · onsite · Posted 52d ago
Undisclosed3–8 yrsfulltimeSourced from
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About this role
About this role: Wells Fargo is seeking a Senior Commercial Portfolio Coordinator
Responsibilities - Research complex financial and credit information for commercial business, or high net worth customer loan packages, according to business unit standards within Commercial Banking Portfolio Management functional area
- Review basic issues, policies, or procedures for which answers can be quickly obtained, related to low to medium risk tasks and deliverables
- Underwrite loans with aggregate credit exposure based upon approved credit authority limits
- Investigate credit standards and determine credit worthiness of high net worth loans
- Receive direction from supervisor and exercise independent judgement while developing understanding of function, policies, procedures, and compliance requirements
- Collaborate and consult with managers, functional colleagues, and stakeholders including internal as well as external customers
- 6+ months of Commercial Banking Port
- Commercial Banking Portfolio Management 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
- Analyze 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 analyzing 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.
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Skills
GithubAdvanced Exceldata privacyFinancial CrimesArticulatecopilotBankingCommercial BankingEmerging TechnologiesAI ToolsCommunication SkillsFinancial StatementscomplianceCustomer 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.
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Financial Services
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