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Wells Fargo Commercial Banking Portfolio Manager 
India, Telangana, Hyderabad 
751519865

Yesterday


In this role, you will:

  • Research complex financial and credit information for commercial business, or high net worth customer loan packages, according to business unit standards within Commercial Banking Portfolio Management functional area
  • Review basic issues, policies, or procedures for which answers can be quickly obtained, related to low to medium risk tasks and deliverables
  • Underwrite loans with aggregate credit exposure based upon approved credit authority limits
  • Investigate credit standards and determine credit worthiness of high net worth loans
  • Receive direction from supervisor and exercise independent judgement while developing understanding of function, policies, procedures, and compliance requirements
  • Collaborate and consult with managers, functional colleagues, and stakeholders including internal as well as external customers


Required Qualifications:

  • 2+ 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:

  • Expected to perform quality check, quality assurance, investigation and reporting and closely working with I&P and stateside portfolio management team.
  • Have a good understanding of quality assurance process and methodology.
  • Undertake Quality checks for Internal triggers calculations, system of records (SOR), credit file archives completed by portfolio managers.
  • Complete data quality checks on credit modification reports in accordance with testing plans and aligned to relevant policies, procedures and quality standards.
  • Undertake client outreach for financial information and review the information and update SOR.
  • Have a good understanding of financial statements including Profit & Loss, Balance Sheet and Cash Flow statement.
  • Liaise with portfolio managers, relationship managers, loan specialist team for timely resolution of repairs.
  • Complete all quality check activities within the stipulated timeframe to ensure remediation across systems on timely basis.
  • Keep up to date to the changes in procedures and guidelines.
  • Report the result of testing activities to Senior Stakeholders across Business Units.
  • Review basic issues, policies, or procedures for which answers can be quickly obtained, related to low to medium risk tasks and deliverables
  • Receive direction from supervisor and exercise independent judgement while developing understanding of function, policies, procedures, and compliance requirements
  • Collaborate and consult with managers, functional colleagues, and stakeholders including internal as well as external customers

Job Expectations:

  • Graduation degree
  • Exhibits a commitment to the company. This position offers a Hybrid work schedule

9 Mar 2025


Wells Fargo Recruitment and Hiring Requirements:

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