Wells Fargo Senior CIB Portfolio Coordinator 

India, Karnataka, Bengaluru 

892061732

In this role, you will:

• Evaluate complex financial performance of borrower and guarantor based on a variety of factors and determining an appropriate risk rating, both qualitative and quantitative; this would include review of financial statements and compare it against Commercial Real Estate guidelines
• Analyze historical cash flows and developing proforma based on historical performance of the property and relevant market data
• Evaluate existing leases within the property to determine possible impact on cash flows by reviewing for pertinent clauses, such as termination options and go dark
• Review loan documents and summarize salient facts of the loan and ongoing covenants (both financial and non-financial) to be maintained by the borrower
• Perform market research of real estate using various third-party applications and compare performance of subject property against market data to draw conclusion of overall performance
• Review third party documents, such as appraisal, site inspection report, property condition assessment report to infer overall performance of the property and identify significant factors which may impact asset
• Document and synthesize all findings based on above mentioned reviews
• Quality check work performed by junior team members and provide appropriate feedback on the same
• Understand the feedback received from the onshore team members and disseminate the same to the team
• Provide training to the team members and educate them on different scenarios
• Communicate with Asset Managers and make sure to deliver the desired output
• Serve as subject matter expert of the team and manage new transitions and expanded scope of work seamlessly
• Conduct functional trainings for Team members
• Identify efficiency opportunities within process and implement the same

• Quarterly & Annual Review Support process are to provide all portfolio monitoring activity support for CLI debt. Including but not limited to analytical support such as loan quarterly updates, annual financial reviews on guarantors, collection and spreading of financials, data entry into various systems to track various dates for loan commitments, closings, maturities, etc.
• Ability to analyze and process property financial statements and loan related documents for all commercial property types (e.g. rent roll, historical operating statements, appraisal reports collections and budget)
• Review of financial statements of the Developer’s entity and updating the most recent audited information from the reports on the spread sheet.
• Perform market research of real estate using various third-party applications and compare performance of subject property against market data to draw conclusion of overall performance.
• Analyzing and updating of financial position of the Developer from the most recent audited reports. Annual review of financial statements is done to check the net position of the borrower and keep a regular track on financial position
• Spreading property financials as needed/requested by the US team that will be used for on-going portfolio management and/or perm loan conversions.
• Ability to work on multiple process and flexible to work beyond the work timelines to complete the tasks.
• Identify efficiency opportunities within process and implement the same.
• Closely working with Risk partners in respect to avoid/mitigate any loopholes in the process and always adhere to the company polices.
• Ability to work closely with onshore partners with respect to any escalations, resolve on ASAP basis and disseminate the same to the team.
• Prepare Performance Report for team members and Monthly & Weekly reports for onshore partners.
• Work with individuals in more experienced roles to understand client needs and coordinate efforts to service clients by working closely with different departments in the Commercial Real Estate Underwriting functional area.
• Achieve/Exceed the set quality/productivity targets.

Required Qualifications:

• 6+ years of commercial real estate industry experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 6+ years of overall experience in Commercial Real Estate Industry – Prescreening and Underwriting for all commercial property types.
• 6+ years of underwriting mortgage experience
• Strong Knowledge in Commercial Real Estate domain.
• Ability to read, comprehend and synthesize data regarding property performance / market related information from multiple sources into one prescribed template.
• Strong Knowledge of real estate market, and financial lending.
• Strong MS Excel, PPT knowledge is mandatory.
• Excellent English comprehension and written communication skills.
• Flexibility towards work on differentprocesses/assignments.

Job Expectations:

• Master Degree in Accounting and Finance.
• Any professionalFinance/Accounting/Economicscertification would be a plus.

11 May 2025

Wells Fargo Recruitment and Hiring Requirements:

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