Jeeshan Akhtar
Portfolio Manager
- Role
- Assistant to Vice President at Wells Fargo
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Jeeshan Akhtar
A professional banker has more than 12 years’ experience in international Banking, Credit…
Experience
Assistant to Vice President
Sep 2022 — Present · IN
Portfolio manager for Mid corporate commercial Banking (USA Market)• Clientele and Loan approval authority: Region Coverage: USA • Credit Risk Assessment / Underwriting and financial analysis.• Clients from Mid-Market Banking (businesses with annual revenues of $10 million to $500+ million) and a loan ticket Size of $5MM to $35MM. Clientele including Investor Real Estate and Commercial & Industrial Exposures. • People management, capacity planning, SLA tracking, Escalation tracker and error trend analysis. • Approving loans of mid-market banking clients after underwriting. Recommending and obtaining final approval from onshore approvers.• Approving changes in credit terms and interim proposals apart from renewals and subsequently obtaining final approvals from credit committee.• Analysing various financial documents including but not limited to financial statements and U.S tax returns. • Review covenants and ensure compliances during annual review.• Doing QC for the team and conduct team huddle in the absence of coaches and manger.• Conduct Suitability and affordability tests to fulfil the obligation of bank\'s responsible lending code.
Education
Utkal University
Bachelor of Commerce - BCom, Accounting
Utakal University
Bachelor of Commerce - BCom, Accounting
Sikkim Manipal University
Master of Business Administration (M.B.A.), Finance, General
2009 — 2011
Skills
- Microsoft Sql Server
- Requirements Analysis
- Financial Reporting
- Mortgage Banking
- Analysis
- Sql
- Microsoft Excel
- Financial Analysis
- Business Analysis
- Valuation
- Sap Fico
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