Senior Commercial Banking Portfolio Manager

About this role:

Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager. 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.

In this role, you will:

• Participate in performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional area
• Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors
• Resolve moderately complex issues and lead Commercial Banking Portfolio Management team, 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:

• nCino/Salesforce loan underwriting experience
• BLAST loan underwriting experience
• Experience with both Commercial & Industrial (C&I) and Investor Real Estate (IRE) loan underwriting

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

• Strong analytical skills and the ability to spread, analyze perform in depth commercial financial statement analysis

• Demonstrated experience showing attention to detail, self-motivation, and the ability to independently problem solve

• Ability to understand, review and negotiate loan documentation

• Experience / ability working in a high paced environment, with strong organizational, multi-tasking, and prioritizing skills

• Ability to work in a highly collaborative work environment

• Excellent verbal, written, and interpersonal skills, with experience effectively working and communicating with internal partners both in person and remotely

• Strong Microsoft Office skills, including using Excel for financial analysis and projection modeling

• BS/BA degree or higher (preferably major in Finance/Accounting)

Job Expectations:

• Ability to work a hybrid work schedule, in office 4 days a week
• Ability to travel 5% of the time

@RWF22

Posting End Date: 

2 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 escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.