Lead Commercial Banking Portfolio Coordinator

Lead Commercial Banking Portfolio Coordinator

In this role, you will:

• Support performance and overall effectiveness of team, as well as cross-group administrative operations

• Provide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio Management

• Review credit information of loans for companies and industries

• Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information

• Perform or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation

• Independently prioritize work and provide day-to-day-work leadership and mentorship to team

• Lead or contribute to implementation of new or revised processes and procedures

• Provide guidance and subject matter expertise to immediate team and Commercial Banking Portfolio Management on wide range of information

• Analyze real estate related documents like Appraisal , Lease agreements

• Provide support to the Commercial Banking Portfolio Management team and more experienced individuals in the credit approval process

• Perform complex credit investigations on companies and industries

• Utilize knowledge and interpretation of procedures to direct less experienced individuals

• Interact with immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits

• Understand the feedback received from the reviewers and implement the same in their day to day work.

• Quality check of work performed by junior team members and provide appropriate feedback on the same.

• Deliver quality work product within agreed upon timelines.

• Ability to properly escalate issues or complaints in a timely manner.

• 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.

• Process documents should be up to date and email should sent to onshore partners for the approval

Required Qualifications:

• 6+ 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:

• At least a B. Com or an equivalent degree preferably MBA

• Should have 5 – 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

• Experience in assessing credit worthiness of borrower based on various qualitative and quantitative factors

• Ability to read, comprehend and synthesize data regarding borrower performance / market related information from multiple sources into one prescribed template.