Commercial Banking Portfolio Manager

About this role:

Wells Fargo is seeking a Commercial Banking Portfolio Manager to join the CRE Specialized Cash Management Team. The CRE Specialized Cash Management Team is a group of professionals that manage the treasury management credit exposure and client relationship for real estate owners, operators, borrowers, lenders and loan servicers.

In this role, you will:

• Lead complex initiatives or large portfolio of customers and share leadership role with managers to oversee a portfolio of accounts

• Analyze and underwrite credit exposure and prepare associated quarterly and annual reviews

• Manage expectations of loan originators, borrowers and loan servicers both external and internal

• Participate in developing and maintaining client relationships with intermediate critical or complex clients​

• Reviewing and negotiating legal documentation, and credit/risk management

• Identify opportunity for process improvements within the portfolio

• Review the decision process for customer accounts and evaluate the profitability and risk of designated portfolio

• Verify compliance and report identified issues for resolution

• Make decisions on complex customer issues

• Partner with managers to resolve issues and provide status updates on implementations

• Develop expertise in the policies, procedures and compliance requirements

• Handle complex customer issues which include escalation and resolution

• Lead team and serve as a subject matter expert for the department

• Collaborate and consult with peers, colleagues, internal partners and managers to resolve issues and achieve goals

• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures and compliance requirements

Required Qualifications:

• 2+ 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:

• BS/BA degree or higher

• 2+ years of commercial real estate experience

• 2+ years of treasury management experience

• 2+ years of customer service experience

• Ability to provide strong customer service while listening, eliciting information, and comprehending customer issues

• Good analytical skills with high attention to detail and accuracy

• Intermediate Microsoft Office (Word, Excel, and Outlook) skills

• Knowledge and understanding of Know Your Customer (KYC) regulations

• Strong organizational, multi-tasking, and prioritizing skills

• Strong, clear and concise written and oral communication skills

Job Expectations:

• In office required 4 days a week at one of the locations listed. Charlotte, NC

• Ability to travel as needed

• Ability to work additional hours as needed

• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should

Posting End Date: 

18 Aug 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisio