Mid-Corporate PM Senior Analyst (Commercial Banking Portfolio Manager) at Wells Fargo
Charlotte, NC 28202, USA -
Full Time


Start Date

Immediate

Expiry Date

09 Oct, 25

Salary

84000.0

Posted On

09 Jul, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Excel, Modeling, Analytical Skills, Financial Analysis, Financial Statement Analysis, Training, Projection, Equity Capital Markets, Interpersonal Skills

Industry

Financial Services

Description

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.
$84,000.00 - $164,400.00

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:

  • Strong analytical skills including analyzing complex data
  • Ability to perform in depth commercial financial statement analysis
  • Knowledge and understanding of debt and equity capital markets
  • Underwriting experience
  • Formal Credit Training
  • Intermediate Microsoft Office skills, including using Excel for financial analysis and projection modeling
  • Excellent verbal, written, and interpersonal skills, including ability to present to decision makers and customers in a professional and confident manner
  • Experience with nCino
  • A BS/BA degree or highe
Responsibilities

Wells Fargo is seeking a Mid-Corporate PM Senior Analyst in Commercial Banking to work in partnership with small deal teams that provides research, analysis, and underwriting to prepare recommendations to extend credit and monitor existing credit relationships.
Learn more about the career areas and lines of business at wellsfargojobs.com. #commercialbanking

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

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:

  • Strong analytical skills including analyzing complex data
  • Ability to perform in depth commercial financial statement analysis
  • Knowledge and understanding of debt and equity capital markets
  • Underwriting experience
  • Formal Credit Training
  • Intermediate Microsoft Office skills, including using Excel for financial analysis and projection modeling
  • Excellent verbal, written, and interpersonal skills, including ability to present to decision makers and customers in a professional and confident manner
  • Experience with nCino
  • A BS/BA degree or higher

Job Expectations:

  • Ability to travel up to 10% of the time
  • Visa Sponsorship not available for this position
  • 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

Job Locations:

  • 550 S Tryon St., Charlotte, NC
  • 3100 West End Ave., Nashville, TN
  • 100 N 18th St., Philadelphia, PA
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