A Commercial Banking Portfolio Associate is needed by Wells Fargo.
In this position, you’ll:
- In accordance with business unit requirements within the functional area of Commercial Banking Portfolio Management, investigate intricate financial and credit data for commercial businesses or high net worth customer loan packages.
- Examine fundamental questions about low- to medium-risk projects and deliverables that have readily available answers.
- Loans with total credit exposure should be underwritten using authorized credit authority limitations.
- Examine credit standards to ascertain whether high-net-worth loans are creditworthy.
- Take instructions from your supervisor and use your own discretion as you gain knowledge of the role, rules, and regulations as well as the need for compliance.
- Consult and cooperate with functional colleagues, managers, and stakeholders, including both internal and external clients.
Senior Commercial Banking Portfolio Coordinator 2025 Recruitment for Client Management HYDERABAD
Essential Requirements:
- Experience managing a commercial banking portfolio for at least six months, or an equivalent amount of time, as shown by one or more of the following: education, training, military experience, and work experience
Ideal Requirements:
- Support the team’s performance and general efficacy as well as administrative activities between groups.
- Give comments and suggestions for enhancing or putting into practice Commercial Banking Portfolio Management procedures and tools.
- Examine loan credit data for businesses and sectors.
- Answer client questions, provide management or bankers with status updates, and get in touch with information sources.
- Execute or mentor others in challenging projects or activities that call for preparation, analysis, and interpretation.
- Prioritize tasks on your own, lead and mentor your team on a daily basis, and assist in putting new or updated processes and procedures into place.
- Give direction and subject-matter knowledge on a variety of topics to the immediate team and Commercial Banking Portfolio Management.
- Examine papers pertaining to real estate, such as lease agreements and appraisals.
- During the credit approval process, assist the Commercial Banking Portfolio Management team and more seasoned personnel.
- Conduct in-depth credit investigations on businesses and sectors.
- Use your understanding and ability to comprehend processes to guide those with less experience.
Expectations for the job:
- Engage in conversation with your immediate team and the Commercial Banking Portfolio Management functional area to examine how businesses provide credit.
- Take into consideration the reviewers’ comments and apply them to their daily work.
- Verify the quality of the job that junior team members have done and offer pertinent criticism.
- Produce high-quality work within the stipulated time frames.
- the capacity to promptly and appropriately escalate problems or complaints.
- Capable of assisting his or her FLM in creating dashboards, daily/weekly monthly reports, and performance reports
- Create training materials and learning curves using test cases, examples, and samples. Give team members a progress plan.
- Prepare PDP packs, make sure process documentation are current, and send emails to onshore partners requesting permissions.
- Expand Current Client Connections 3) Promote Effectiveness 4) Enhance Customer Experience and Facilitate Development.
- Work together and partner with others at Commercial Bank and Wells Fargo to achieve excellent results as you carry out your daily responsibilities and meet the requirements of your position.
- The mindset and actions that show leadership outside of your current function will be necessary to achieve this goal. This entails actively involving people within Commercial Banking to achieve end-to-end outcomes, with the aim of acting in the best interests of Commercial Banking overall rather than any one function.
Posting End Date:
SEPTEMBER 20, 2025 The number of candidates may cause the job ad to expire early.
Equal opportunity is important to us.
An equal opportunity employer is Wells Fargo. Regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, handicap, protected veteran status, or any other legally protected trait, all eligible candidates will be given consideration for employment.
Employees back our emphasis on developing solid customer relationships while maintaining a strong risk-reduction and compliance-driven culture, which firmly defines those standards as essential to our clients’ and business’s success.
They are responsible for carrying out all relevant risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes making wise risk decisions, timely and efficient escalation and remediation of issues, appropriately fulfilling risk and compliance obligations, and effectively following and adhering to applicable Wells Fargo policies and procedures.
The focus is on proactive monitoring, governance, risk identification and escalation, and making prudent risk decisions that align with the risk appetite of the business unit and all requirements of the risk and compliance program.
Applicants for positions advertised in Canada: All eligible individuals, including women, people with disabilities, Aboriginal peoples, and visible minorities, are encouraged to apply for jobs. During the hiring process, accommodations for candidates with disabilities are offered upon request.
Candidates with Disabilities
During the application or interview process, go to Wells Fargo’s Disability Inclusion page to request a medical accommodation.
Policy on Drugs and Alcohol
Drugs are not allowed at Wells Fargo. For further information, please refer to our Drug and Alcohol Policy.
Hiring and Recruitment Requirements at Wells Fargo:
- Third-party recordings are not allowed unless Wells Fargo gives permission.
- When applying for jobs at Wells Fargo, you must speak frankly about your personal experiences.
