Senior Commercial Banking Portfolio Manager

Commercial Banking Portfolio Manager

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:

1. 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
2. Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors
3. 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
4. Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid-level managers to resolve issues and achieve goals
5. 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:

• 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
• Completion of a formal credit training program
• 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)
• Experience in nCino/Salesforce, CreditView & BLAST loan underwriting

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
• Ability to travel up to 5% of the time

Job Location:

• 1000 Lakes Dr Ste 100, West Covina, CA
• 2700 S Price Rd., Chandler, AZ
• 333 S Grand Ave., Los Angeles, CA

Pay Range: $100,000.00 - $196,000.00

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

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.