Commercial Bkg Portfolio Mgmt Associate Mgr

About this role:

The Business Services team across locations provides processing and voice support and to enable a follow-the-sun delivery model for Wells Fargo that would help us service our customers faster. Business Services teams perform bank operation processes across divisions of WF Home Lending, Wholesale Ops, Wealth & Investment Management (WIM), PVSI & Community banking.

In this role, you will:

8- 14 years of experience in one or a combination of the following:

Service accounts of traditional asset-based lending, specialized senior secured financing,

Accounts receivable financing and purchase order financing to companies; manage team of analyst and senior analyst who complete spreading of financial statements in the application    

• Manage team of 10-20 members in commercial lending domain which includes processes around financial spreading, credit research, preparation of credit write ups, collateral valuation, credit limit recommendation, and assessment of security position etc.
• Perform quality checks of the work completed by junior team members across all the processes
• Manage dual responsibilities; 50% as an Individual contributor and 50% manage delivery 
• Able to manage junior as well as senior team members and able to handle conflicts
• Manage and ensure smooth delivery of daily operations as per SLA
• Experience in performance and career management of the team members
• Process improvement and redesign - proactively identify, analyze and improve existing processes / process reengineering.
• Able to manage projects independently
• Responsible for managing transition of processes from on shore to offshore
• Facilitates communication to resolve problems and advance strategies.
• Connect with LOB partners on conference calls/understand updates etc.
• Lead or champion efforts to increase productivity and goal accomplishment.
• Act as a coach or mentor to facilitate learning from experience.
• Responsible for management reporting

Required Qualifications:

• Chartered accountants/MBA Finance (mandatory) and Bachelor's Degree (Commerce mandatory), equivalent
• Most recent experience must include min 5 - 6 years of direct team leading experience in commercial lending domain which includes financial spreading and financial analysis teams
• Should have experience in spreading of Corporate's Financial Statements in client application
• Should have an experience in assessing credit worthiness of the corporate borrowers based on qualitative and quantitative factors
• Strong knowledge on GAAP Accounting / International Financial Reporting Standards
• Sound knowledge of ratio analysis, cash flow, and trend analysis