Mid-Corporate Senior Financial Analyst
Wells FargoAbout the role
About this role:
Wells Fargo is seeking a Mid-Corporate PM Senior Financial Analyst in Commercial Banking working with clients whose annual revenues starting from $500MM and up supporting the West market. Learn more about the career areas and lines of business at wellsfargojobs.com. #commercialbanking
In this role, you will:
- Assist with the underwriting and execution of financing transactions, including completion of due diligence, financial modeling, credit analysis, and drafting credit approval memorandums
- Analyze a wide range of detailed information (lender presentations, management presentations, and financial statements & projections, third party reports, etc.)
- Research complex financial and credit information for commercial businesses according to business unit standards
- Aid in the presentation of transactions to senior management in a clear and concise manner with well-reasoned support
- Review all pertinent documentation to ensure transactions are documented and approved per policy
- Help with the development and execution of company-wide strategic initiatives, via specialized project work and/or assignments
- Integrate AI tools into underwriting and portfolio workflows to streamline research, accelerate production, and drive innovation and efficiency
Required Qualifications, US:
- 2+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Strong analytical skills including analyzing complex data
Ability to perform in depth commercial financial statement analysis
Knowledge and understanding of debt and equity capital markets
Completion of a formal credit training program
Underwriting experience
Intermediate Microsoft Office skills, including using Excel for financial analysis and projection modeling
Excellent verbal, written, and interpersonal skills, including ability to present to decision makers and customers in a professional and confident manner
Experience with nCino
A BS/BA degree or higher
Job Expectations:
Ability to travel up to 10% of the time
This position is not eligible for Visa sponsorship
This position offers a hybrid work schedule
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Locations:
- 1800 Century Park E - Los Angeles, CA 90067
- 1655 Grant St - Concord, CA 94520
- 400 Capitol Mall - Sacramento, CA 95814
- 299 S Main St - Salt Lake City, UT 84111
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$77,000.00 - $145,000.00Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Posting End Date:
29 May 2026*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo
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