In this role, you will:
- Manage a portfolio of Secured Lending clients, which includes regular monitoring with trend analysis, covenant calculation, risk rating, facility renewals, financial analysis credit write-up, industry analysis, company background, collateral analysis etc.
- Monitor timely receipt of customer documents like financials/ compliance certificate etc and review the same for accuracy.
- Track and monitor performance of assigned portfolio and take necessary actions/decisions for any improvement or deterioration in financial performance.
- Contribute to automation efforts aimed at improving efficiency and process improvements.
- Maintain regular connects with the domestic team.
- Build in-depth knowledge of the process and become an SME for process-related activities.
- Collaborate and consult with Secured Lending Underwriting peers, colleagues, and middle level managers to resolve issues and achieve goals.
- Maintain reporting requirements for the team.
- Quick learner and self-motivated
Required Qualifications:
- MBA (Finance), CFA or Chartered Accountant
- 5-7 years of Secured Lending Underwriting experience/ credit rating
- Strong verbal and written Communication skills
Job Description - Additional Language
26 Aug 2024
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.