Wells Fargo
Senior Commercial Banking Portfolio Manager - Middle Market
BELLEVUE, WA
Sep 7, 2024
fulltime
Full Job Description

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo.

It all begins with outstanding talent. It all begins with you.

About this role:

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

In this role, you will:

  • Participate in performing financial research, underwriting, and structuring of highly complex 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


Required Qualifications, US:

  • 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


Desired Qualifications:

  • 4+ years of portfolio management and underwriting experience specific to Commercial & Industrial and Investor Real Estate credit requests
  • Strong analytical skills and ability to perform in depth analysis of commercial financial statements and complex data
  • Intermediate Microsoft Office skills, including using Excel for financial analysis and projection modeling
  • Excellent verbal, written, and interpersonal communication skills, including the ability to present to decision makers and customers in a professional and confident manner
  • Experience negotiating loan documentation and working with attorneys and loan administrators on closing transactions
  • Strong risk management and compliance skills and demonstrated ability to organize and prioritize workflow and multi-task effectively.
  • Previous experience using Blast, CreditView or Ncino
  • A BA / BS degree or higher

Job Expectations:

  • Ability to travel up to 10% of the time

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.

$96,600.00 - $206,100.00

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:

22 Sep 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 unit’s 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.

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Job Information
Job Category:
Finance
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Senior Commercial Banking Portfolio Manager - Middle Market
Wells Fargo
BELLEVUE, WA
Sep 7, 2024
fulltime
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