Wells Fargo ยท 1 week ago
Senior Commercial Banking Portfolio Manager
Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager for Investment Real Estate clients and prospects as part of the Commercial Bank. The role involves financial research, underwriting, and structuring, as well as leading teams and resolving complex issues within the Commercial Banking Portfolio Management area.
BankingFinancial ServicesFinTechInsurancePayments
Responsibilities
Participate in performing financial research, underwriting, and structuring within the 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
Qualification
Required
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
Preferred
Experience with complex credit, underwriting, and debt structure for Investment Real Estate clients and prospects
Completion of a formal credit training program
Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
Experience in swiftly adopting and executing change management to enable business growth
Experience developing and maintaining external and internal partnerships
Experience identifying and mitigating risk, ensuring compliance with processes and procedures
nCino experience a plus
Excellent verbal, written, and interpersonal communication skills
Bachelor's degree in accounting, finance, or business
Benefits
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
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
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