About this role:
Wells Fargo is seeking a 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:
- Research complex credit investigations and diverse credit information for loans
- Identify opportunity for process improvements within scope of responsibilities or functional area
- Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables
- Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
- Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers
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- 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
- 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)
- Ability to work a hybrid work schedule, in office 4 days a week
- Ability to travel 5% of the time
19 Jan 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.
Candidates applying to job openings posted in US: 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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.