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Senior Commercial Banking Portfolio Manager

Wells Fargo
United Statesfull_timeVerifiedPosted 21 May 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 an experienced Senior Portfolio Manager to join our Credit Execution Team within the Commercial Bank, focusing on the Middle Market segment. In this role, you will manage a complex credit portfolio, including Commercial & Industrial (C&I), Commercial Real Estate, and Investor Real Estate relationships and be responsible for meeting the long-term financial objectives while ensuring sound risk management.

You will serve as a key member of a client’s deal team and will play a critical role in credit underwriting, portfolio growth, and client relationship management, while mentoring junior team members and collaborating with internal and external stakeholders.


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:

  • Proven ability to manage client relationships and collaborate with cross-functional teams. Ability to thrive in a fast-paced, dynamic environment while managing multiple priorities.

  • 4+ years of experience as a commercial banking Portfolio Manager, with a focus on Middle Market C&I, Commercial Real Estate, and Investor Real Estate.

  • Strong expertise in loan origination, portfolio monitoring, financial modeling, credit underwriting, and risk analysis for complex commercial businesses.

  • Demonstrated leadership and mentorship capabilities. Excellent communication and presentation skills, with the ability to convey complex financial information clearly.

  • In-depth knowledge of industry standards, banking regulations, and compliance requirements.

  • Familiarity with the Bank's software and credit risk management tools.

  • Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field.

  • Completion of formal credit training program

Job Expectations:

  • 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

Job Locations:

  • 550 S. Tryon, Charlotte, NC

Posting End Date: 

12 Jun 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. T

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Company

Wells Fargo

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