Senior Lead Mid Corporate Portfolio Manager

Senior Lead Commercial Banking Portfolio Manager

About this role:

Wells Fargo is seeking a Senior Lead Commercial Banking Portfolio Manager within our Commercial Banking group. This is a great opportunity to work with one of the top commercial banking lenders in the U.S.

In this role, you will:

• Act as an advisor to senior leadership, clients, and credit teams to develop and influence all aspects of credit strategy, transactions, and large-scale planning for highly complex Mid-Corporate initiatives, underwriting, and strategic credit activities, including those that are cross-functional and have broad impact.
• Lead the strategy and resolution of highly complex and unique challenges across multiple areas, delivering solutions that are long-term, large-scale and require innovation, advance analytical and inductive thinking, coordination of highly complex activities and guidance to others, and deep understanding of nuanced legal, credit, and industry dynamics, including intangibles or unprecedented factors.
• Demonstrate expertise in all levels of underwriting and act as primary lead for highly complex credit transactions, including acquisition finance, large bridge underwrites, and other complex transactions; lead transactions engaging directly with senior management, clients, and risk management.
• Provide vision, direction, and expertise to senior leadership on implementing decisions in complex, multi-faceted, and significant business solutions that are large-scale and cross-functional.
• Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership.

Required Qualifications:

• 7+ years of Mid-Corporate 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 Mid-Corp credit or specialty group relationship portfolio credit
• Experience in leading syndicated transactions
• Strong knowledge and understanding of debt and equity capital markets
• 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 travel up to 10% of the time
• Ability to work a hybrid work schedule
• This position does not support Visa Sponsorship
• 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 St - Charlotte, NC
• 150 E 42nd St - New York, NY
• 100 N 18th St - Philadelphia, PA

Pay Range:

• North Carolina - Charlotte Pay Range: $159,000-$254,000
• New York - New York Pay Range: $191,000-$305,000
• Pennsylvania - Philadelphia Pay Range: $175,000-$279,000

Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below:

• 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

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. 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 commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

• Third-Party recordings are prohibited unless authorized by Wells Fargo.
• Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.