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Senior Commercial Portfolio Manager

Wells Fargo
144039-NC-550 S Tryon, United States, United Statesfull_timeVerifiedPosted 3 Mar 2025

About the role

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo.

It all begins with outstanding talent. It all begins with you

About this role:

Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager to support our Middle Market banking teams in North Carolina, South Carolina, Tennessee, Kentucky, Virginia. This position is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients.  This position serves as a key member of a client’s deal team.  Clients are general in a broad array of commercial and industrial industries, along with investor real estate owners. #commercialbanking


In this role, you will:

  • Participate in performing financial research, underwriting, and structuring of complex loan requests for Commercial and Industrial borrowers and prospects as well as Investment Real Estate borrowers and prospects

  • Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors

  • Resolve moderately complex issues and assist the Lead Commercial Banking Portfolio Manager to meet project deliverables, while leveraging solid understanding of the function, policies, procedures, and compliance requirements

  • Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid level managers to resolve issues and achieve goals

  • Lead projects and teams or serve as a mentor for less experienced individuals


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:

  • Complex credit underwriting experience including advanced commercial/Middle Market credit or related specialty group relationship portfolio credit

  • Experience negotiating interest rates, price, terms, and collateral requirements

  • Knowledge and understanding of commercial banking products and services

  • Solid knowledge and understanding of commercial banking credit policy, loan servicing, risk management, and group underwriting requirements

  • Investor real estate underwriting experience

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

  • Strong analytical skills with high attention to detail and accuracy

  • Excellent verbal, written, and interpersonal communication skills

Location(s):

  • 550 S Tryon St., Charlotte, NC

  • 4208 Six Forks Rd., Raleigh, NC

  • 1021 E Cary St., Richmond, VA

  • 1100 Abernathy Rd., Atlanta, GA

Job Expectations:

  • Ability to work a hybrid work schedule 4 days in office, 1 day remote

  • Ability to travel up to 10% of the time

  • Position can report to any of the posted locations

  • No Visa Sponsorship available

Posting End Date: 

9 Mar 2025

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

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 escal

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Company

Wells Fargo

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