Lead Commercial Real Estate Portfolio Manager, Wells Fargo

Wells Fargo

Location:
United States, Dallas ▼
Houston

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Lead Commercial Real Estate Portfolio Manager / Underwriter to assist in managing a group of assigned relationships and commercial real estate loans. This portfolio will be diversified by product type (office, multifamily, industrial, retail, mixed-use, land), facility type (construction, term, bridge, perm, lines of credit, etc.) and loan structure (recourse/non-recourse; secured vs. unsecured; mezzanine financing).

Job Responsibility:

Lead complex initiatives including those that are companywide with broad impact
Act as key participant in large scale planning for Commercial Real Estate Portfolio Management functional area
Review and research complex, multifaceted, large scale, and long term business challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors
Make decisions in complex and multifaceted situations requiring exceptional understanding of the function, policies, procedures, and compliance requirements that influence and lead broader work team to meet deliverables and drive new initiatives
Collaborate and consult with Commercial Real Estate Portfolio Management peers, colleagues, and mid level to more experienced managers to resolve issues and achieve goals
Lead projects, teams, or serve as a peer mentor
Be responsible for the management of a portfolio of commercial real estate loans and investments within Real Estate Banking, our primary balance sheet lending CRE platform
Analyze and underwrite new loan opportunities within the assigned portfolio, utilizing market research, internal loan information, client data, and third-party market research
Review and make recommendations for approval (or denial) of loan requests, lease approvals, collateral releases, requests for letters of credit, funding of reserves/loan holdbacks, loan extensions and loan modifications
Collaborate with senior portfolio managers and coverage bankers to develop strategies around relationship optimization and deal level execution
Interface with customers to assist in identifying needs and maintaining strong relationships
Perform both sponsorship and loan level financial analysis
Complete in-depth property level analysis and market research
Present and advocate to credit committee for approval of loans
Work with outside counsel, internal compliance, and our loan closing teams to close modifications and new loans including review of third-party reports and loan documentation
Review and approve construction loan draws
Conduct quarterly and annual portfolio reviews to identify potential concerns
Conduct property tours / site visits
Maintain an in-depth knowledge of the local commercial real estate market
Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements
Identify opportunities for process improvements within scope of responsibilities or functional area

Requirements:

5+ years of Commercial Real Estate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Ability to develop and maintain strong relationships while actively participating in the successful execution of complex transactions
Familiarity with the commercial property types including multifamily, retail, industrial, office, hospitality etc.
Familiarity with various facility types including construction, term, bridge, perm, lines of credit, etc. and loan structures including recourse/non-recourse, secured/unsecured, and mezzanine financing
Experience evaluating market conditions and identifying appropriate comparable properties
Ability to apply sound judgment in the application of analytical conclusions to credit approval, structure, and management recommendations
Strong verbal, written, and interpersonal communication skills
Ability to interact with all levels of an organization
Intermediate Microsoft Office skills including some advanced accounting and finance functions in Microsoft Excel
A BS/BA degree or higher

Nice to have:

Ability to develop and maintain strong relationships while actively participating in the successful execution of complex transactions
Familiarity with the commercial property types including multifamily, retail, industrial, office, hospitality etc.
Familiarity with various facility types including construction, term, bridge, perm, lines of credit, etc. and loan structures including recourse/non-recourse, secured/unsecured, and mezzanine financing
Experience evaluating market conditions and identifying appropriate comparable properties
Ability to apply sound judgment in the application of analytical conclusions to credit approval, structure, and management recommendations
Strong verbal, written, and interpersonal communication skills
Ability to interact with all levels of an organization
Intermediate Microsoft Office skills including some advanced accounting and finance functions in Microsoft Excel
A BS/BA degree or higher

Additional Information:

Job Posted:
June 24, 2025

Expiration:
July 13, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Lead Commercial Real Estate Portfolio Manager