Senior Commercial Banking Portfolio Manager

at  Wells Fargo

Salt Lake City, Utah, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate22 Jan, 2025USD 96600 Annual22 Oct, 2024N/ACommunication Skills,Excel,Training,Microsoft Office,Outlook,Analytical Skills,Interest Rates,Loan ServicingNoNo
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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:

  • 4+ 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:

  • Complex credit underwriting experience including advanced commercial/Middle Market credit or specialty group relationship portfolio credit
  • Experience negotiating interest rates, price, terms, and collateral requirements
  • Knowledge and understanding of commercial and specialty group banking products and services
  • Solid knowledge and understanding of commercial banking credit policy, loan servicing, risk management, and group underwriting requirements
  • Investor real estate underwriting experience
  • Intermediate Microsoft Office (Word, Excel, and Outlook) skills
  • Strong analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skill

Responsibilities:

Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager to support our Middle Market banking teams in North and South Dakota, Wyoming, and Montana. 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:

  • 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
  • Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors
  • 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
  • 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:

  • 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:

  • Complex credit underwriting experience including advanced commercial/Middle Market credit or specialty group relationship portfolio credit
  • Experience negotiating interest rates, price, terms, and collateral requirements
  • Knowledge and understanding of commercial and specialty group banking products and services
  • Solid knowledge and understanding of commercial banking credit policy, loan servicing, risk management, and group underwriting requirements
  • Investor real estate underwriting experience
  • Intermediate Microsoft Office (Word, Excel, and Outlook) skills
  • Strong analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills

Job Expectations:

  • Ability to work a hybrid work schedule
  • Ability to travel up to 10% of the time
  • Position can report to any of the posted locations


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Banking/Mortgage

Banking / Insurance

BFSI

Graduate

Proficient

1

Salt Lake City, UT, USA