Commercial Banking Portfolio Coordinator for Wholesale Pre-Close FSS MNL

at  Wells Fargo

Taguig, Taguig, Philippines -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate31 Oct, 2024Not Specified07 Aug, 20242 year(s) or aboveInterpersonal Skills,Microsoft Applications,Risk Analytics,Training,Computer Skills,Analytical Skills,Professional Conduct,Financial Statements,Accounting SystemNoNo
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Description:

In this role, you will:

  • 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 moderately complex credit investigations on companies and industries
  • Receive direction from Commercial Banking Portfolio Management supervisor and escalate noncompliant issues
  • Ensure credit files are current
  • Interact with the immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits

Required Qualifications:

  • 2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Strong accountancy concepts
  • Good communication and interpersonal skills.
  • Analyze and interpret financial information.
  • Good computer skills and proficiency with Microsoft applications.
  • Good problem solving and analytical skills.
  • Quick learner and ability to adapt to change.
  • Demonstrate good team player qualities.
  • Flexible to work different shifts as per the business requirement.
  • Demonstrates/maintains professional conduct under all circumstances
  • Strong analytical skills
  • Eligible candidate must be a Postgraduate or Graduate with Accounting & Commerce Background (Must)
  • Semi-qualified CPA / CA could be considered for this role (Desired)
  • Good knowledge of accounting and corporate financial accounting system.
  • Good understanding of financial ratios and knowledge on Moody’s Risk Analytics would be an added advantage.
  • Good knowledge on GAAP Accounting / International Financial Reporting Standards. Ability to read & interpret financial statements.
  • Consistent performance w.r.t all key deliverables

APPLICANTS WITH DISABILITIES

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

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

Responsibilities:

  • 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 moderately complex credit investigations on companies and industries
  • Receive direction from Commercial Banking Portfolio Management supervisor and escalate noncompliant issues
  • Ensure credit files are current
  • Interact with the immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credit


REQUIREMENT SUMMARY

Min:2.0Max:7.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Accounts Management

Graduate

Accounting, Commerce

Proficient

1

Taguig, Philippines