Commercial Banking Portfolio Manager

2 weeks ago


NC United States Wells Fargo Full time
About this role:

At Wells Fargo, we are seeking a talented individual to join our Commercial Banking team as a Portfolio Manager. As a key member of our team, you will be responsible for managing a portfolio of commercial banking clients, providing financial research, underwriting, and structuring complex credits. Your expertise will help us meet the long-term financial objectives and risk tolerance for our clients.

Key responsibilities:
  • Perform financial research, underwriting, and structuring complex credits 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
Requirements:
  • 2+ 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:
  • Previous experience underwriting C&I (commercial and industrial), and IRE (investor real estate) complex credit
  • Experience completing commercial annual loan renewals and reviews
  • 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 credit policy, loan servicing, risk management, and group underwriting requirements
  • Previous experience using Blast or Creditview
  • Demonstrated experience showing attention to detail, self-motivation, and the ability to independently problem solve
Job expectations:
  • Ability to travel up to 10% of the time


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