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Commercial Banking Portfolio Manager

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, San Antonio

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

Wells Fargo is seeking a Commercial Banking Portfolio Manager for clients with annual revenue of $25M to $100M supporting the Emerging Middle Market area of our Commercial Bank. The role involves researching complex credit investigations, identifying process improvements, reviewing operational assignments, presenting recommendations, and collaborating with various stakeholders.

Job Responsibility:

  • Research complex credit investigations and diverse credit information for loans
  • Identify opportunity for process improvements within scope of responsibilities or functional area
  • Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables
  • Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
  • Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers

Requirements:

  • 2+ years of Commercial Banking Portfolio Management experience or equivalent demonstrated through work experience, training, military experience, or education
  • Experience with complex credit, underwriting, and debt structure for clients with annual revenue of $25M to $100M
  • Completion of a formal credit training program
  • Proven ability to manage client relationships and collaborate with cross-functional teams
  • Ability to thrive in a fast-paced, dynamic environment while managing multiple priorities
  • Experience as a commercial banking Portfolio Manager with focus on Middle Market C&I, Commercial Real Estate, and Investor Real Estate
  • Strong expertise in loan origination, portfolio monitoring, financial modeling, credit underwriting, and risk analysis for complex commercial businesses
  • Demonstrated leadership and mentorship capabilities
  • Excellent communication and presentation skills with ability to convey complex financial information clearly
  • In-depth knowledge of industry standards, banking regulations, and compliance requirements
  • Familiarity with the Bank's software and credit risk management tools
  • Bachelor's degree in Finance, Accounting, Business, Economics, or a related field

Nice to have:

  • Experience with complex credit, underwriting, and debt structure for clients with annual revenue of $25M to $100M
  • Completion of a formal credit training program
  • Proven ability to manage client relationships and collaborate with cross-functional teams
  • Ability to thrive in a fast-paced, dynamic environment while managing multiple priorities
  • Experience as a commercial banking Portfolio Manager with focus on Middle Market C&I, Commercial Real Estate, and Investor Real Estate
  • Strong expertise in loan origination, portfolio monitoring, financial modeling, credit underwriting, and risk analysis for complex commercial businesses
  • Demonstrated leadership and mentorship capabilities
  • Excellent communication and presentation skills with ability to convey complex financial information clearly
  • In-depth knowledge of industry standards, banking regulations, and compliance requirements
  • Familiarity with the Bank's software and credit risk management tools
  • Bachelor's degree in Finance, Accounting, Business, Economics, or a related field
What we offer:
  • Hybrid work schedule
  • Equal opportunity employment
  • Accommodation for applicants with disabilities
  • Drug free workplace

Additional Information:

Job Posted:
September 16, 2025

Expiration:
September 28, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
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