Mid-Corporate PM Associate, Wells Fargo

Wells Fargo

Location:
United States, Charlotte ▼
Nashville
Philadelphia

Category:
Banking

Contract Type:
Employment contract

Salary:

96600.00 - 188900.00 USD / Year

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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

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Mid-Corporate PM Associate