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Commercial Banking Portfolio Manager

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Charlotte

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

84000.00 - 149400.00 USD / Year

Job Description:

Wells Fargo is seeking a Commercial Banking Portfolio Manager supporting Middle Market Commercial Banking as part of the Specialized Industries - Government Credit Portfolio Management team as part of the Commercial Bank. This position is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for SI-Government clients. This position serves as a key member of a client’s deal team. Clients encompass a broad array of cities, counties, school districts, and other essential service district customers.

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 one or a combination of the following: work experience, training, military experience, education
  • Complex credit underwriting experience including Government portfolio credit or advanced commercial/Middle Market credit
  • 2+ years of commercial underwriting experience
  • A BS/BA degree or higher
  • Loan negotiation (rates, terms, and collateral requirements) experience
  • Underwriting experience including advanced commercial or specialty group relationship portfolio credit
  • Extensive knowledge and understanding of credit policy, loan servicing, risk management and group underwriting requirements
  • Knowledge and understanding of commercial and specialty group banking products and services
  • Intermediate Microsoft Office skills
  • Strong analytical skills including analyzing complex data
  • Excellent verbal, written, and interpersonal communication skills

Nice to have:

  • Complex credit underwriting experience including Government portfolio credit or advanced commercial/Middle Market credit
  • Loan negotiation (rates, terms, and collateral requirements) experience
  • Underwriting experience including advanced commercial or specialty group relationship portfolio credit
  • Extensive knowledge and understanding of credit policy, loan servicing, risk management and group underwriting requirements
  • Knowledge and understanding of commercial and specialty group banking products and services
  • Intermediate Microsoft Office skills
  • Strong analytical skills including analyzing complex data
  • Excellent verbal, written, and interpersonal communication skills
What we offer:
  • 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

Additional Information:

Job Posted:
April 29, 2025

Expiration:
May 06, 2025

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