Senior Commercial Banking Portfolio Manager
Wells FargoAbout the role
About this role:
Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager for clients with annual revenue of $100MM to $2B supporting the Northern California market as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
- Underwrite complex credit requests for Commercial & Industrial and Investor Real Estate clients, including reviewing and analyzing financial statements, completing financial models, assessing multiple risk factors
- Manage a credit portfolio of C&I clients and be responsible for monitoring financial performance, evaluating covenant compliance, assessing credit quality, and underwriting subsequent requests
- Resolve complex issues to meet project deliverables, while leveraging solid understanding of policies, procedures, and compliance requirements
- Be a mentor for less experienced individuals
- Collaborate and consult with colleagues to resolve issues and achieve goals
- Ensure effective and efficient monitoring of credit and operating exposure consistent with the risk profile; make appropriate and timely grading recommendations; and escalates credit, operational, reputation, and compliance risks
Required Qualifications:
- 4+ 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:
- Portfolio management and underwriting experience specific to Commercial & Industrial and/or Investor Real Estate credit
- Experience in originating, structuring, and executing bank lending transactions and other credit related products for complex clients Knowledge and understanding of commercial and specialty group banking products and services
- Strong knowledge and understanding of credit policy, loan servicing, risk management and group underwriting requirements
- Comprehensive knowledge and understanding of risk management
- Previous experience using Creditview or Ncino
- Strong analytical skills including analyzing complex data
- Ability to present to decision makers and customers in a professional and confident manner
- Ability to prioritize and handle multiple projects with competing deadlines
- Excellent verbal, written, and interpersonal communication skills
- Intermediate Microsoft Office skills
- Ability to perform in depth commercial financial statement analysis
Job Expectations:
- Ability to travel up to 20% of the time
- This position does not support Visa Sponsorship
- Ability to work 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
Job Locations:
- 400 Capitol Mall - Sacramento, CA 95814
- 333 Market St - San Francisco, CA 94105
- 1655 Grant St - Concord, CA 94520
- 45 E River Park Pl W - Fresno, CA 93720
- 2040 Franklin St - Oakland, CA 94612
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$110,000.00 - $196,000.00Benefits
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:
21 Jul 2025*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
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