Credit Product Portfolio Specialist, Wells Fargo

Wells Fargo

Location:
United States, Dallas

Category:
Finance

Contract Type:
Employment contract

Salary:

96600.00 - 171800.00 USD / Year

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Job Description:

At Wells Fargo, we are looking for talented people who will put our customers at the center of Everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wells Fargo is seeking a Credit Product Portfolio Specialist as a part of Wells Fargo Commercial bank.

Job Responsibility:

Participate in building and maintaining effective relationships with existing clients within their products or functional area, including sharing relevant information with coverage partners and senior peers
Review and analyze basic business, operational, or technical assignments or challenges that require research, evaluation, and selection of alternatives, and exercise independent judgment to guide medium risk deliverables
Participate or provide support to review and analyze low to moderately complex client portfolios for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral and enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda
Present recommendations for resolving low to moderately complex situations and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements
Partner with senior peers within the context of individual deals and client relationships to develop inquiries or identify gaps to support the understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions to identify and execute on opportunities for modifications, renewals, and refinancings
Participate in regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable
Partner with product management functional partners to provide feedback on the use of tools to deliver credit solutions more effectively, meeting client and market needs
Collaborate and consult with senior peers and functional partners to resolve client servicing requests and inquiries related to their product
Contribute to functional area planning related to a given product

Requirements:

2+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
2+ years of experience in specialized lending relationship management OR portfolio management
Credit Analysis experience
Commercial credit underwriting experience
Experience with reviewing financial statements
Proficient Microsoft Office Suite skills (Excel, PowerPoint, Word, etc.)
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Strong analytical skills with high attention to detail and accuracy
Excellent verbal, written, and interpersonal communication skills
Ability to work effectively in a team environment and across all organizational levels
where flexibility, collaboration, and adaptability are important
Ability to work in a fast-paced deadline-driven environment
Energetic, quick learner, positive attitude, and self-motivated
Ability to work independently and organize and manage multiple priorities

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:
May 01, 2025

Expiration:
May 07, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Credit Product Portfolio Specialist

Wells Fargo

Location:United States, Dallas

Category:Finance

Contract Type:Employment contract