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Wells Fargo is seeking a Commercial Banking Portfolio Manager for clients with annual revenue of $100MM to $2B as part of the Specialized Industries group within Commercial Banking.
Job Responsibility:
Credit underwriting and origination, portfolio monitoring, renewals, and annual reviews
Research complex financial and credit information for commercial businesses according to business unit standards
Assist with due diligence, credit analysis, industry and business risk analysis, and financial modeling and projections in support of decision-making activities of loan underwriting, origination and structuring
Exercise independent judgement while developing understanding of function, policies, procedures, and compliance requirements
General responsibilities include working with risk, relationship managers, and credit to originate, monitor, and grow relationships
Collaborate and consult with internal and external stakeholders to understand credit needs and represents the bank in developing and maintaining client relationships
Requirements:
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
Nice to have:
Knowledge and understanding of commercial and specialty group banking products and services
Completion of a formal credit training program
Ability to perform in depth financial statement analysis including spreading financials
Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
Experience developing and maintaining external and internal partnerships
Experience identifying and mitigating risk, ensuring compliance with processes and procedures
Experience with nCino a plus
Excellent verbal, written, and interpersonal skills, including ability to present to decision makers and customers in a professional and confident manner
Ability to work in a fast paced, deadline driven environment
Bachelor’s degree in finance, accounting, business or related field
What we offer:
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance