Commercial Banking Portfolio Manager

at  Wells Fargo

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.

APPLICANTS WITH DISABILITIES

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

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

Required Qualifications:

• 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educatio

Desired Qualifications:

• Underwriting and portfolio management experience working with commercial banking relationships across both C&I and Investor Real Estate segments
• Strong analytical skills and the ability to perform in depth commercial financial statement analysis
• Demonstrated experience showing attention to detail, self-motivation, and the ability to independently problem solve
• Experience working in a high paced environment, with strong organizational, multi-tasking, and prioritizing skills
• Excellent verbal, written, and interpersonal skills, with experience effectively working and communicating with internal partners both in person and remotely
• Intermediate Microsoft Office skills, including using Excel for financial analysis and projection modeling
• BS/BA degree or highe

Wells Fargo is seeking a Commercial Banking Portfolio Manager as part of the Middle Market Credit Execution Team supporting the in-market credit portfolio. This role is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. Serves as a key member of a client’s deal team. Learn more about the career areas and lines of business at wellsfargojobs.com .

In this role, you will:

• Participate in performing financial research, underwriting, and structuring of complex 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 in conjunction with functional 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:

• 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

Desired Qualifications:

• Underwriting and portfolio management experience working with commercial banking relationships across both C&I and Investor Real Estate segments
• Strong analytical skills and the ability to perform in depth commercial financial statement analysis
• Demonstrated experience showing attention to detail, self-motivation, and the ability to independently problem solve
• Experience working in a high paced environment, with strong organizational, multi-tasking, and prioritizing skills
• Excellent verbal, written, and interpersonal skills, with experience effectively working and communicating with internal partners both in person and remotely
• Intermediate Microsoft Office skills, including using Excel for financial analysis and projection modeling
• BS/BA degree or higher

Job Expectations:

• Ability to travel up to 10% of the time