Wells Fargo - Commercial Banking Portfolio Coordinator (Wholesale Pre-Close Financial Statement Spreading)

Location McKinley Hill Drive, Taguig, Metro Manila, Philippines

Job 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

Skills Required

Strong Communication Skills
Positive Attitude
Empathetic to Customers
Attention to Detail
Open to Flexible Schedules
Calm Under Pressure
Analytical Skills
Problem Solving Skills
Creative Thinker

Qualification Required

College Graduate

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What this jobs offers

About Wells Fargo Read more about Us

Wells Fargo Philippines is a critical component of Wells Fargo’s (Wells Fargo Bank, N.A.) strategy to leverage distinct advantages in doing business in a global environment. Wells Fargo in the Philippines

engages in application development and support, testing, international operations, knowledge support, and middle and back-end banking process solutions for a wide spectrum of Wells Fargo’s needs. The entities currently have offices in Taguig City, Metro Manila.