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Mid-Corporate PM Associate

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:

96600.00 - 188900.00 USD / Year

Job Description:

Wells Fargo is seeking a Mid-Corporate PM Associate in Commercial Banking to work in partnership with small deal teams that provides research, analysis, and underwriting to prepare recommendations to extend credit and monitor existing credit relationships.

Job Responsibility:

  • Participate in performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional area
  • Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors
  • Resolve moderately complex issues and lead Commercial Banking Portfolio Management team, to meet project deliverables, while leveraging solid understanding of the function, policies, procedures, and compliance requirements
  • Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid level managers to resolve issues and achieve goals
  • Lead projects and teams or serve as a mentor for less experienced individuals

Requirements:

  • 4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Underwriting experience including advanced commercial or specialty group relationship portfolio credit and leveraged credits
  • Experience originating, structuring, and executing bank lending transactions and other credit related products, for critical or complex clients
  • Knowledge and understanding of risk management and complex credit executions related to acquisition financing and bridge underwriting
  • Strong analytical skills including analyzing complex data
  • Ability to perform in depth commercial financial statement analysis
  • Knowledge and understanding of debt and equity capital markets
  • Advanced Microsoft Office skills, including using Excel for financial analysis and projection modeling
  • Excellent verbal, written, and interpersonal skills, including ability to present to decision makers and customers in a professional and confident manner
  • Experience with nCino
  • A BS/BA degree or higher

Nice to have:

  • Underwriting experience including advanced commercial or specialty group relationship portfolio credit and leveraged credits
  • Experience originating, structuring, and executing bank lending transactions and other credit related products, for critical or complex clients
  • Knowledge and understanding of risk management and complex credit executions related to acquisition financing and bridge underwriting
  • Strong analytical skills including analyzing complex data
  • Ability to perform in depth commercial financial statement analysis
  • Knowledge and understanding of debt and equity capital markets
  • Advanced Microsoft Office skills, including using Excel for financial analysis and projection modeling
  • Excellent verbal, written, and interpersonal skills, including ability to present to decision makers and customers in a professional and confident manner
  • Experience with nCino
  • A BS/BA degree or higher
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:
July 04, 2025

Expiration:
July 13, 2025

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