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Vice President - Lead CIB Portfolio Manager

United States, Charlotte · Job Posted May 04, 2026

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Job Description

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. Commercial Real Estate (CRE) provides a fully integrated platform of banking, financing, and capital markets solutions to commercial real estate clients including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations. About this role: Wells Fargo is seeking a Lead CIB Portfolio Manager in the REIT (Real Estate Investment Trust) Finance Group as part of the Corporate & Investment Banking Team. The Lead CIB Portfolio manager supports the CRE REIT Finance Group, which delivers corporate banking products and services to public and private Real Estate Investment Trust (REITs), sponsors, and other commercial real estate owners. This involves corporate level lending, capital structure advisory and to a smaller extent, asset-level lending. This role will be primarily focused on credit banking and portfolio management. In collaboration with Corporate Banker(s), they will hold responsibility for monitoring, documenting, underwriting and reacting to the credit quality of an assigned portfolio of loans.

Job Responsibility

  • Participate in monitoring, documenting, underwriting, and reacting to the credit quality of an assigned portfolio of loans within Corporate Banking Portfolio Management functional area and contribute to large scale planning related to functional area deliverables
  • Synthesize industry and economic trends and the analysis of the financial performance of individual customers and underwriting of credit products and operating exposures
  • Manage and promote the maintenance of a portfolio that adheres to all applicable credit policies and compliance requirements and effectively managing risk in the loan portfolio to minimize credit loss and drive satisfactory ROE
  • Review, research and make decisions in complex and multifaceted situations requiring exceptional understanding of the function, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
  • Understand the credit needs of our clients and represent the bank in how credits will be underwritten and structured to develop and maintain client relationships
  • Lead the structure, underwriting, and ongoing maintenance of credit solutions (both regular-way and acquisition financing) for large, complex public/corporate/institutional CRE clients across the credit spectrum (both Investment Grade and Non-Investment Grade)
  • In partnership with Corporate Banker(s) and Senior Portfolio Manager(s), lead the credit approval process with Wholesale Credit Risk and Senior Management
  • Build strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company
  • Continuously seek opportunities for revenue generation and ensure clients are aware of the various products and services. This includes proactively partnering with ancillary product teams that require credit (i.e. swaps, treasury management, operating exposure, etc.) and line of business support
  • Collaborate and consult with peers, colleagues, and mid-level to more experienced managers to resolve issues and achieve goals
  • Lead projects, teams, or serve as a mentor for less experienced staff

Requirements

5+ years of Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice to have

  • 5+ years of corporate finance or commercial real estate origination underwriting and portfolio management experience
  • Ability to develop and maintain strong relationships while actively participating in the successful execution of complex transactions
  • Knowledge and understanding of US GAAP financial statements or components preparation
  • Experience researching and documenting SEC/GAAP/REG issues in concise memorandums
  • Extensive knowledge and understanding of corporate banking credits, cash flow analysis, and underwriting guidelines
  • Ability to thoroughly analyze credits on an independent basis and communicate findings in a concise manner
  • Familiarity with the commercial property types including multifamily, retail industrial, office, hospitality, etc.
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to interact with all levels of an organization

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