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Senior Commercial Banking Portfolio Manager

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, West Covina

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

100000.00 - 196000.00 USD / Year
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Job Description:

This position is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. This position serves as a key member of a client's deal team. Clients are general in a broad array of commercial and industrial industries, along with investor real estate owners.

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 in-depth evaluation of multiple factors
  • Resolve moderately complex issues and lead Commercial Banking Portfolio Management team
  • Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid-level managers
  • Lead projects and teams or serve as a mentor for less experienced individuals

Requirements:

  • 4+ years of Commercial Banking Portfolio Management experience
  • Experience with both Commercial & Industrial (C&I) and Investor Real Estate (IRE) loan underwriting
  • Complex credit underwriting experience including advanced commercial Middle Market/Mid-Corp credit or specialty group relationship portfolio credit
  • Strong analytical skills and ability to perform in-depth commercial financial statement analysis
  • Completion of a formal credit training program
  • Attention to detail, self-motivation, and ability to independently problem solve
  • Ability to understand, review and negotiate loan documentation
  • Strong organizational, multi-tasking, and prioritizing skills
  • Ability to work in a highly collaborative work environment
  • Excellent verbal, written, and interpersonal communication skills
  • Strong Microsoft Office skills, including Excel for financial analysis and projection modeling
  • BS/BA degree or higher (preferably major in Finance/Accounting)
  • Experience in nCino/Salesforce, CreditView & BLAST loan underwriting

Nice to have:

  • Experience with both Commercial & Industrial (C&I) and Investor Real Estate (IRE) loan underwriting
  • Completion of a formal credit training program
  • Experience in nCino/Salesforce, CreditView & BLAST loan underwriting
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:
September 14, 2025

Expiration:
September 14, 2025

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