Senior Commercial Banking Portfolio Manager

23 hours ago

San Jose, California, United States Wells Fargo Full time
About this Role

We are seeking a highly skilled Senior Commercial Banking Portfolio Manager to join our Middle Market banking team in Northern California. This role is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients.

Key Responsibilities
  • Perform financial research, underwriting, and structuring of 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 a 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
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
Preferred Qualifications
  • Complex C&I / IRE credit underwriting experience including advanced commercial/Middle Market credit or specialty group relationship portfolio credit
  • Experience negotiating interest rates, price, terms, and collateral requirements
  • Knowledge and understanding of commercial and specialty group banking products and services
  • Solid knowledge and understanding of commercial banking credit policy, loan servicing, risk management, and group underwriting requirements
  • Experience working in Creditview and/or Ncino
  • Intermediate Microsoft Office (Word, Excel, and Outlook) skills
  • Strong analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills
What We Offer
  • Competitive pay and benefits package
  • Opportunities for professional growth and development
  • A dynamic and collaborative work environment

We are an equal opportunity employer and welcome applications from diverse candidates. We are committed to creating an inclusive and respectful work environment where everyone feels valued and inspired.

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