Senior CIB Portfolio Coordinator

About this role:

Wells Fargo is seeking a Senior CIB Portfolio Coordinator

In this role, you will:

• 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

Required Qualifications:

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

Responsibilities: 

Responsibilities for this role include, but are not limited to, the following:

• Manage a workflow tool used by FFG team members to review and process communication (e.g., compliance reporting, funding requests, etc.) from clients
• Contribute to the team's overall portfolio management & surveillance activities
• Check specified websites on a recurring schedule to download financial statements
• Review clients’ financial statements and spread the financial statements accurately into standardized templates and system of records (SORs)
• Develop a good understanding of deal-specific adjustments of FFG portfolio. Review the covenant structure of FFG deals and update in the system of records (SORs). In case of any covenant breach, immediately liaise with the Deal Team for a quick resolution
• Be a point of contact for FFG's coverage bankers and members of the Collateral Management team for questions about the receipt of client information deliverables
• Review borrowing bases submitted by clients in connection with funding requests, collateral pool changes, and other periodic reporting requirements. Also review numbers reported by clients in excel files against those being tracked in an internal system
• Develop and maintain process guides / SOPs for key tasks to ensure there is clear documentation explaining how to complete reoccurring processes
• Training and mentoring junior colleagues along with reviewing their work

• Graduate or Master Degree in Accounting, Finance, Operations Research, Economics or CA Inter
• Minimum 3-4 years of experience in the banking domain
• Strong communication skills – both verbal and written. Ability to clearly & concisely speak on complex topics

Desired Qualification:

• Experience using Excel to perform data analysis and as well as to organize/summarize/present data
• Strong attention to detail
• An ability to navigate and interpret loan legal documentation is preferred
• High level of personal motivation, strong interpersonal skills and ability to effectively work across continents
• Ability to work as a team player in a dynamic, fast-paced, results-oriented, and collaborative work environment and juggle a variety of tasks (time management skills are important)

Hybrid working model:

No of days working from office in a week : 3 out of 5

Shift followed : 1:30 pm IST to 10:30 pm IST

Work location : Bangalore

Posting End Date: 

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

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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.