Commercial Banking Portfolio Associate

• Research complex financial and credit information for commercial business, or high net worth customer loan packages, according to business unit standards within Commercial Banking Portfolio Management functional area
• Review basic issues, policies, or procedures for which answers can be quickly obtained, related to low to medium risk tasks and deliverables
• Underwrite loans with aggregate credit exposure based upon approved credit authority limits
• Investigate credit standards and determine credit worthiness of high net worth loans
• Receive direction from supervisor and exercise independent judgement while developing understanding of function, policies, procedures, and compliance requirements
• Collaborate and consult with managers, functional colleagues, and stakeholders including internal as well as external customers

6+ months of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Reviewing financial statement
• Commercial Banking Underwriting experience
• Evaluate merchant new enrollments and monitoring existing merchant relationships
• Knowledge of Wells Fargo Retail Services business
• Conduct research and due diligence
• Partnering with sales and relationship teams - internal partners
• Attention to detail
• Microsoft, Word and Excel
• Analytical skills
• Strong verbal and written communication