CrawlJobs Logo

Senior Commercial Banking Portfolio Manager

https://www.wellsfargo.com/ Logo

Wells Fargo

Location Icon

Location:
India , Bengaluru

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Job offer has expired

Job Description:

Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager. In this role, you will: 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.

Job Responsibility:

  • Participate in performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships
  • 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
  • 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

Nice to have:

  • MBA (Finance /Banking), Cost and Management Accountancy, Chartered Accountancy or post-graduation in Economics
  • Good knowledge on financial statements for various industries (preferably Real Estate) with ability to ascertain trends, ratios and call out key risks
  • Working knowledge of Discounted Cash Flow, Comparable Company, and Precedent Transaction analysis
  • Working experience with Moody’s Risk Analytics
  • Should be aware of key factors which helps in assessing credit worthiness of borrower
  • Excellent communication skills, with special focus on business writing skills for credit reports
  • Ability to read, comprehend and synthesize data regarding borrower performance / market related information
  • Understanding and Application of AI Tools
  • Critical Thinking
  • Responsible AI Use
  • Adaptability and Continuous Learning

Additional Information:

Job Posted:
May 20, 2026

Expiration:
May 21, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Icon
Wells Fargo - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon
PREMIUM
More languages and countries
+ Unlock 31694 hidden job offers
Languages
English Čeština Deutsch Ελληνικά Español Français +15
Countries
United States United Kingdom India Canada Australia +
See plans
Plans from $2.99 / month

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Senior Commercial Banking Portfolio Manager

AVP, Emerging Corp Relationship Manager, Commercial Banking

The Emerging Corp Relationship Manager is a seasoned professional role. Applies ...
Location
Location
China , Guangzhou
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5-8 years of experience
  • Sound knowledge of banking and investment products and process
  • Demonstrates core credit skills
  • Demonstrates an intermediate level of Early Warning Detection skills
  • Demonstrates ability to close deals and proficiently manage the credit origination process, gather and maintain credit documentation and monitor accounts
  • Demonstrates advanced understanding of accounting principles, financial modeling and statement analysis
  • Ability to work effectively in team setting
  • Excellent interpersonal, communication and influencing skills
  • A self-starter, with positive/can-do approach, embraces changes and is bold
  • High level of energy, enthusiasm and motivation
Job Responsibility
Job Responsibility
  • Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations
  • Serves as clients' contact point and is responsible for managing internal departments to address any customer service issues
  • Introduces solutions to clients in building and strengthening an effective portfolio
  • Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs
  • Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met
  • Identifies cross-sell opportunities to deepen and increase share of wallet
  • Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
  • Supports the Senior Relationship Managers in structuring deals that balance risk and reward
  • Maximizes client experience by proactive sharing markets updates, trend and intelligence
  • Assists Senior Relationship Manager or Team Leader in in the research and identification of prospective clients
  • Fulltime
Read More
Arrow Right

Senior Commercial Loan Relationship Manager

As part of Applied Bank's executive leadership, you will build and expand high-v...
Location
Location
United States , Glen Mills
Salary
Salary:
Not provided
appliedbank.com Logo
Applied Bank
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree
  • Minimum of 5 years related experience
  • Strong sales and negotiating skills
  • Ability to negotiate, close debt transactions, and build profitable commercial customer relationships
  • Must have knowledge of commercial credit, financial statement analysis, and loan documentation
  • Must be extremely detail-oriented, self-motivated and able to work independently
  • Demonstrated strong verbal, written, analytical and interpersonal skills
Job Responsibility
Job Responsibility
  • Cultivating new lending opportunities that can be developed into strategic relationships with a strong focus on the Delaware and Southeastern PA markets along with contiguous counties in Maryland and New Jersey
  • Structure credits and loan facilities while maintaining sound risk management and asset quality
  • Engage and network with leaders in the community to support the Bank's Community Reinvestment Act (CRA) initiatives
  • Ability to cross-sell products, along with proven sales and product expertise with business clients
  • Maintain an assigned portfolio of diversified commercial loans in a manner that retains and builds upon customer relationships through exceptional servicing and value-added products
  • Assist in facilitating the due diligence and closing of loan transactions
  • Exercises discretion and independent judgment in the performance of implementing lending and business development strategies
  • Fulltime
Read More
Arrow Right

Senior Credit Analyst Commercial Banking

Senior Credit Analyst Commercial Banking is a seasoned professional role within ...
Location
Location
Poland , Warsaw; Krakow; Gdansk; Wroclaw; Poznan
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Master’s/University degree in Economics or Law
  • Minimum 10 years of experience in the financial sector in credit analysis of commercial and corporate clients
  • Experience in Corporate Finance and remediation process
  • Ability to analyze financial statements and prepare financial forecasts
  • Good understanding and knowledge of commercial and corporate banking products
  • Advanced analytical skills
  • Excellent communication skills, both oral and written
  • Negotiation skills
  • Openness, honesty and independence in presenting views
  • Ability to work under time pressure and complete assigned tasks in a timely manner
Job Responsibility
Job Responsibility
  • Credit analysis and risk assessment of clients within the allocated portfolio (Mid-and Large Commercial Clients)
  • Preparation of annual reviews of credit exposure along with the determination of risk ratings and structure of credit lines
  • Managing risks associated with new and existing credit transactions, incl. corporate finance
  • Conducting negotiations on the transaction with the participation of Boards of clients, their advisors, advisors of the Bank and supervising the implementation of agreed terms and conditions in the Bank’s credit exposure
  • Review of market information on the credit clients and respective industries
  • Regular contact with clients related to credit matters, incl. customer site visits (when appropriate)
  • Identifying and obtaining exceptions approvals
  • Recommending appropriate classification of exposures in the assigned credit portfolio
  • Performing periodic financial statement review
  • Tracking established financial covenants
What we offer
What we offer
  • Job contract and social benefits (private medical care, fitness card, life insurance, pension programme, co-financing of cultural and entertainment events and more)
  • Access to e-learning platform (Degreed) as well as English learning platform
  • Possibility to gain globally appreciated work experience
  • Friendly and supportive culture and team
  • Flexible and partly-remote working conditions
  • Fulltime
Read More
Arrow Right

Senior Vice President, Corporate Finance Sales Manager

At Citi, we get to connect millions of people across hundreds of cities and coun...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 6-10 years commercial banking experience
  • Bachelors degree, potentially Masters degree
  • Proven track record of supporting the growth of client relationships
  • Experience in corporate financing and investment banking will be an advantage
Job Responsibility
Job Responsibility
  • Serves as the Corporate Finance Subject Matter Expert for Singapore Citi Commercial Bank (CCB) and also support the CCB Cluster Corporate Finance Head on internal coordination with Investment Banking for advisory and capital market origination
  • Partner with Singapore CCB Coverage and with other CCB countries, as required by Cluster Corporate Finance Head, to assist in the origination, structuring and execution of episodic transactions
  • Work with CCB Bankers and the IB teams to actively originate new episodic opportunities to assist clients in raising funds in the capital markets (i.e. debt and equity, IPO) as well as providing strategic financing advisory for acquisition finance and other types of financial solutions
  • Support strategic discussions with clients on Merge & Acquisition by leveraging on the client relationships with CCB bankers and expertise of Investment banking industry bankers
  • Work with bankers to facilitate internal approvals and processes
  • Provide content on industry and capital market trends for clients and internal stakeholders
  • Be responsible for the origination and progression of corporate finance pipelines working with CCB Singapore Country Head and the CCB cluster Corporate Finance Head
  • Fulltime
Read More
Arrow Right

Senior Manager, Asset Management

Reporting to the Director, Asset Management, the Senior Manager will serve as a ...
Location
Location
United States , San Diego
Salary
Salary:
145000.00 - 180000.00 USD / Year
clearwayenergy.com Logo
Clearway Energy
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 7+ years of energy industry experience in project development, project administration, business administration, project management, asset management, contract administration, deal execution, project finance, or other commercial roles
  • Bachelor’s degree in Engineering, Finance, Business, Economics, or related field
  • Strong business and financial savvy with the ability to support a high-performance organization that will deliver operational excellence and meet or exceed financial targets
  • Ability to perform well under pressure on teams in a demanding environment, and occasionally work extended hours to meet project deadlines
  • Ability to think creatively, manage competing priorities, work independently, and pay attention to detail
  • Excellent written and verbal communication skills and an ability to communicate complex issues in a clear and concise manner
  • Self-motivated, highly organized, and detail-oriented
  • Proficiency with Microsoft Office products, including Excel, PowerPoint, and Word
Job Responsibility
Job Responsibility
  • Manage the P&L and cash position for all generating assets within the assigned portfolio
  • Review monthly operational performance and financial variance reports
  • Review gross margin performance and work with the energy data analytics group to explain variances due to market conditions and to develop strategies to maximize value
  • Develop annual project budgets and update monthly accrual and cash forecasts and financial models as needed
  • Perform financial analyses, project evaluations, and due diligence to make recommendations in support of plant optimization, performance improvement, warranty claims, insurance claims, and revenue recovery
  • Initiate and/or support major projects, divestitures, capital investment, refinances, and revenue enhancement proposals
  • Negotiate and/or amend project company agreements to improve asset performance or mitigate risk
  • Ensure all project obligations and interests are successfully administered under project agreements and resolve any contractual issues with counterparties
  • Ensure general business-related licenses, permits, and regulatory requirements, reporting, and transactions with regional authorities, banks, governing, and other external parties are successfully managed
  • Serve as a main point of contact with PUCs, ISOs, city, county, and state authorities and governing boards with respect to assigned assets
What we offer
What we offer
  • generous PTO
  • medical, dental & vision care
  • HSAs with company contributions
  • health FSAs
  • dependent daycare FSAs
  • commuter benefits
  • relocation
  • a 401(k) plan with employer match
  • a variety of life & accident insurances
  • fertility programs
  • Fulltime
Read More
Arrow Right

Senior Manager, Asset Management

Reporting to the Director, Asset Management, the Senior Manager will serve as a ...
Location
Location
United States , Denver
Salary
Salary:
145000.00 - 180000.00 USD / Year
clearwayenergy.com Logo
Clearway Energy
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 7+ years of energy industry experience in project development, project administration, business administration, project management, asset management, contract administration, deal execution, project finance, or other commercial roles
  • Bachelor’s degree in Engineering, Finance, Business, Economics, or related field
  • Strong business and financial savvy
  • Ability to perform well under pressure on teams in a demanding environment, and occasionally work extended hours to meet project deadlines
  • Ability to think creatively, manage competing priorities, work independently, and pay attention to detail
  • Excellent written and verbal communication skills and an ability to communicate complex issues in a clear and concise manner
  • Self-motivated, highly organized, and detail-oriented
  • Proficiency with Microsoft Office products, including Excel, PowerPoint, and Word
Job Responsibility
Job Responsibility
  • Manage the P&L and cash position for all generating assets within the assigned portfolio
  • Review monthly operational performance and financial variance reports
  • Review gross margin performance and work with the energy data analytics group to explain variances due to market conditions and to develop strategies to maximize value
  • Develop annual project budgets and update monthly accrual and cash forecasts and financial models as needed
  • Perform financial analyses, project evaluations, and due diligence to make recommendations in support of plant optimization, performance improvement, warranty claims, insurance claims, and revenue recovery
  • Initiate and/or support major projects, divestitures, capital investment, refinances, and revenue enhancement proposals
  • Negotiate and/or amend project company agreements to improve asset performance or mitigate risk
  • Ensure all project obligations and interests are successfully administered under project agreements and resolve any contractual issues with counterparties
  • Ensure general business-related licenses, permits, and regulatory requirements, reporting, and transactions with regional authorities, banks, governing, and other external parties are successfully managed
  • Serve as a main point of contact with PUCs, ISOs, city, county, and state authorities and governing boards with respect to assigned assets
What we offer
What we offer
  • generous PTO
  • medical, dental & vision care
  • HSAs with company contributions
  • health FSAs
  • dependent daycare FSAs
  • commuter benefits
  • relocation
  • a 401(k) plan with employer match
  • a variety of life & accident insurances
  • fertility programs
  • Fulltime
Read More
Arrow Right

Nordics CCB Head, Managing Director

CCB Nordics is a fast-growing business with the ambition to significantly scale ...
Location
Location
Sweden , Stockholm
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Fluency in English, Swedish and ideally more Nordic languages
  • A minimum of 15 years of experience in a commercial or corporate banking environment
  • Solid understanding of the banking industry, across all banking products as relevant for CCB
  • Experience in working in Nordics banking environment
  • Demonstrated ability to drive significant revenue/profit growth in a banking business
  • Experience in setting business strategy and risk appetite
  • Global mindset
  • experience in working with global/international companies and international banking
  • Personal network among Nordic international companies
  • Strong risk skills from a global/well known bank or a Senior Credit Officer at Citi
Job Responsibility
Job Responsibility
  • Lead CCB business for mid-sized companies across the Nordics
  • Drive differentiated solutions in the market to achieve growth targets, leveraging Citi global network
  • Senior client coverage for existing and prospect companies
  • Drive cross-selling products like cash management, trade, FX, capital markets and wealth management
  • Build and retain a high-performing team with focus on developing talent
  • Grow the credit portfolio by selecting and lending to industry winners
  • Leverage partnerships with industry and product experts as well as Nordic senior team
  • Collaborate closely with Risk, Compliance and Audit teams to ensure regulatory adherence
  • Internal and external face of the CCB Nordics franchise, communicating with partners and stakeholders.
  • Fulltime
Read More
Arrow Right

Credit Portfolio Senior Analyst

The Credit Portfolio Senior Analyst is an intermediate-level position responsibl...
Location
Location
Poland , Warsaw
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree/University degree or equivalent experience
  • 5-8 years of relevant experience in corporate or commercial risk management
  • Knowledge of commercial risk analytics
  • Ability to apply credit and risk principles toward business goals
  • Demonstrated ability to synthesize, prioritize and drive results with a sense of urgency
  • Proven ability to remain organized in a fast-paced environment, managing multiple projects
  • Proven interpersonal, organizational and analytic skills
  • Proven knowledge of IFRS, local accounting standards, leveraged lending regulatory requirements
  • Fluency in Polish and English
Job Responsibility
Job Responsibility
  • Contribute to the development of new techniques and improvement of processes and work-flows by applying in-depth disciplinary knowledge and integrating subject matter and industry expertise within Risk Management
  • Develop recommendations to adjust credit policies by analyzing credit and financial performance and utilizing statistical scoring, segmentation, and regression and simulation techniques
  • Utilize Statistical Analysis System (SAS) in a UNIX environment to perform risk, financial and data analyses including profiling, sampling, reconciliation, and quality testing
  • Research customer and/or management queries using risk systems and data and support ad-hoc risk policy analyses and projects as required
  • Participate in developing, testing, and optimizing credit policies and procedures, ensuring consistency and regulatory compliance, and assist in the implementation of those policies, processes and other related initiatives
  • Manage risk levels for the entire credit spectrum across multiple products and retail formats and prepare risk management presentations for senior management
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding the Bank, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
  • Active participation in Early Warning Processes including quarterly financial monitoring and assessment of credit risk profile of client and exposures regarding regulatory requirements (i.e. stage or internal classification)
  • Active participation in improvement of credit process and procedures
What we offer
What we offer
  • Job contract and social benefits (private medical care, fitness card, life insurance, pension programme, co-financing of cultural and entertainment events)
  • Access to e-learning platform (Degreed) as well as English learning platform
  • Possibility to gain globally appreciated work experience
  • Friendly and supportive culture and team
  • Flexible and partly-remote working conditions
  • Fulltime
Read More
Arrow Right