Lead Commercial Banking Portfolio Manager - MM In Market

at  Wells Fargo

Bellevue, Washington, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate09 Feb, 2025USD 237100 Annual11 Nov, 2024N/ACommunication Skills,Projection,Analytical Skills,Financial Statements,Excel,Training,Modeling,Attorneys,Blast,Financial AnalysisNoNo
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Description:

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:

  • 5+ 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:

  • 5+ years of portfolio management and underwriting experience specific to Commercial & Industrial and/or Investor Real Estate credit requests
  • Strong analytical skills and ability to perform in depth analysis of commercial financial statements and complex data
  • Intermediate Microsoft Office skills, including using Excel for financial analysis and projection modeling
  • Excellent verbal, written, and interpersonal communication skills, including the ability to present to decision makers and customers in a professional and confident manner
  • Experience negotiating loan documentation and working with attorneys and loan administrators on closing transactions
  • Strong risk management and compliance skills and demonstrated ability to organize and prioritize workflow and multi-task effectively.
  • Previous experience using Blast, CreditView or Ncino
  • BA / BS degree or higher in related fiel

Responsibilities:

Wells Fargo is seeking a Lead Commercial Banking Portfolio Manager

In this role, you will:

  • Lead complex initiatives including those that are cross functional, with broad impact, and act as a key participant in overseeing lending activities for a wholesale banking business and geographic market
  • Review and research complex multifaceted, large scale, and long term business challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors
  • Make decisions in complex and multifaceted situations requiring understanding of the function, policies, procedures, and compliance requirements that influence and lead the broader work team to meet deliverables and drive new initiatives
  • Collaborate and consult with peers, colleagues, and mid level to more experienced managers to resolve issues and achieve goals
  • Lead projects and teams or serve as a peer mentor

Required Qualifications:

  • 5+ 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:

  • 5+ years of portfolio management and underwriting experience specific to Commercial & Industrial and/or Investor Real Estate credit requests
  • Strong analytical skills and ability to perform in depth analysis of commercial financial statements and complex data
  • Intermediate Microsoft Office skills, including using Excel for financial analysis and projection modeling
  • Excellent verbal, written, and interpersonal communication skills, including the ability to present to decision makers and customers in a professional and confident manner
  • Experience negotiating loan documentation and working with attorneys and loan administrators on closing transactions
  • Strong risk management and compliance skills and demonstrated ability to organize and prioritize workflow and multi-task effectively.
  • Previous experience using Blast, CreditView or Ncino
  • BA / BS degree or higher in related field

Job Expectations:

  • Ability to work a hybrid work schedule
  • Ability to travel up to 10% of the time


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Banking / Insurance

Accounts Management

BSc

Proficient

1

Bellevue, WA, USA