Lead Commercial Banking Portfolio Manager – Middle Market

Wells Fargo

About this role:

Wells Fargo is seeking a Commercial Banking Portfolio Manager as part of the Middle Market Credit Execution Team. This role is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. Serves as a key member of a clients deal team. Learn more about the career areas and lines of business at wellsfargojobs.com .

In this role, you will:

Evaluate and approve credit requests and portfolio monitoring activities for middle market commercial and industrial companies and investor real estate sponsors

Participate in performing financial research, underwriting, and structuring of 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 in conjunction with functional 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

Required Qualifications:

5 years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Portfolio management and underwriting experience specific to commercial & industrial and investor real estate credit requests

Experience negotiating loan documentation and working with attorneys and loan administrators on closing transactions

Comprehensive knowledge and understanding of commercial or specialty group: lending, loan servicing, products, and credit practices

Comprehensive knowledge and understanding of risk management

Experience effectively working and communicating with customers

Excellent verbal, written, and interpersonal communication skills

Strong organizational, multi-tasking, and prioritizing skills

Previous experience using Blast, Creditview or Ncino

Demonstrated experience showing attention to detail, self-motivation and the ability to independently problem solve

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$111,100.00 – $237,100.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits – Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

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

Posting End Date:

23 Oct 2024

Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building 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. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business units risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Company: WELLS FARGO BANK

Req Number: R-399294-9

Updated: Wed Oct 23 00:25:48 UTC 2024

Location: MINNEAPOLIS,Minnesota

Show Full Vacancy