[B516] - Commercial Banking Portfolio Coordinator

The role would specifically provide pre-underwriting services/support to the front office bankers, which consist of financial data gathering and preparing Annual Review Jobs for underwriting. The team member will be responsible for daily management of assigned workload and tracking of jobs assigned at every stage of the process prior to underwriting. Daily activities will consist of reviewing borrowers' covenants and financial reporting requirements, validating exposures, searching internal systems for available financial information, data entry into workflow tool, preparing checklist of pending financial information, providing customer service to front office bankers, ensuring receipt and imaging of complete underwriting financial packages. Preparation of Annual Review Jobs for underwriting would also include the following, but not limited to -
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Review financial documents and loan agreements to determine if all required or eligible alternative documents are available to complete the annual review.
Ability to understand various financial documents including but not limited to company prepared financial statements, company prepared financial statements and U.S tax returns.
Should be able to review covenants and identify certain loan types to determine all the necessary documents required to perform underwriting work.
Deliver quality work product within agreed upon timelines.
Ability to properly escalate issues or complaints in a timely manner.
Working knowledge on BLAST and ICMP application is an added advantage.
Fundamental knowledge of investor and owner-occupied real estate transactions is an added advantage Quality check of 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.
Update procedures as and when required to leverage for future reference.
Able to support his/her FLM in preparing the internal reports like performance report, Daily/Weekly Monthly reports and dashboards Prepare/design training programs, learning curve design with examples/samples/test cases. Provide progress plan for team members.
Essential Qualifications :

- At least a B. Com or an equivalent degree preferably MBA / M.Com
- Should have 3 - 7 years of work experience.
- Sound analytical thinking / high attention to detail with focus on research across various platforms
- Demonstrates strong ownership of work, ability to work independently, able to taken judgement calls with realistic assumption and ability to articulate and present in the narratives.
- Strong communication skills - both verbal and written.
- High level of personal motivation, strong interpersonal skills to work across time zone
- Must be comfortable working independently and as part of a team

Desired Qualifications :
Excellent computer skills: Word, Excel & PowerPoint. Advanced knowledge of excel, VBA etc is a plus
@RWF23

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