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Wells Fargo · 1 day ago

Senior Commercial Banking Portfolio Manager - Government Banking

CHARLOTTE, NC

Full-time

Hybrid

Mid, Senior Level

4+ years exp

Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager for clients with annual revenue of $500M+ supporting Government Banking as part of the Commercial Bank Specialized Industries. The role involves performing financial research, underwriting, and structuring of complex municipal credits, while leading projects and mentoring less experienced individuals.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

Participate in performing financial research, underwriting, and structuring of complex municipal credits within the Commercial Banking Portfolio Management functional area

Review and research government financial statements and 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

Commercial Banking Portfolio ManagementComplex credit underwritingCredit training programFinancial analysisRisk managementAnalytical skillsBachelor’s degreeCommunication skills

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

Strong analytical skills with high attention to detail and accuracy

Excellent verbal, written, and interpersonal communication skills

Bachelor's degree in accounting, finance, or business

Preferred

Experience with complex credit, underwriting, and debt structure for clients with annual revenue of $500MM+

Completion of a formal credit training program

Interest in covering wide range of public finance sectors including transportation, utilities and housing

Conducting medium-to-complete credit investigations, analyzing credit information for direct credit and treasury products

Servicing assigned portfolio with emphasis on timeliness and urgency coupled with accuracy; ability to prioritize and support new customer acquisition

Ensures effective and efficient monitoring of credit and operating exposure consistent with the risk profile; makes appropriate and timely grading recommendations; and escalates credit, operational, reputation, and compliance risks

Solid knowledge and understanding of commercial banking credit policy, loan servicing, risk management, and group underwriting requirements