Lead Commercial Banking Portfolio Coordinator Hyderabad, India

About this role:

Wells Fargo is seeking a Lead Commercial Banking Portfolio Coordinator.

In this role, you will:

• Support performance and overall effectiveness of team, as well as cross-group administrative operations

• Provide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio Management

• 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 or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation

• Independently prioritize work and provide day-to-day-work leadership and mentorship to team

• Lead or contribute to implementation of new or revised processes and procedures

• Provide guidance and subject matter expertise to immediate team and Commercial Banking Portfolio Management on wide range of information

Required Qualifications:

• 6+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Responsibility includes, but not limited to:

• Support performance and overall effectiveness of team, as well as cross-group administrative operations

• Provide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio Management

• 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 or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation

• Independently prioritize work and provide day-to-day-work leadership and mentorship to team

• Lead or contribute to implementation of new or revised processes and procedures

• Provide guidance and subject matter expertise to immediate team and Commercial Banking Portfolio Management on wide range of information

• Analyze real estate related documents like Appraisal, Lease agreements

• 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

• 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.

• Deliver quality work product within agreed upon timelines.

• Ability to properly escalate issues or complaints in a timely manner.

• Able to support his/her FLM in preparing the internal reports like performance report, Daily/Weekly Monthly reports and dashboards

• Prepare/design training programs, learning curve design with examples/samples/test cases. Provide progress plan for team members.

• Prepare PDP packs, process documents should be up to date, and email should send to onshore partners for the approval

• At least a B. Com or an equivalent degree preferably MBA

• 6+ years of Commercial Banking Portfolio Management experience.

• Sound analytical thinking / high attention to detail with focus on research across various platforms

• 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.

• High level of personal motivation, strong interpersonal skills to work across time zone

• Must be comfortable working independently and as part of a team

• Experience in assessing credit worthiness of borrower based on various qualitative and quantitative factors

• Ability to read, comprehend and synthesize data regarding borrower performance / market related information from multiple sources into one prescribed template.

• Advanced excel skills would be a plus

Job expectations:

4 days' work from Office.

Fine for Rotational shifts if required.

Posting End Date: 

*Job posting may come down early due to volume of applicants.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

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

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.