Senior Lead Commercial Banking Portfolio Manager
Wells Fargo
full-time
Posted on:
Location Type: Office
Location: Woodland Hills • Arizona, California, Idaho, Utah, Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $159,000 - $305,000 per year
Job Level
Senior
About the role
- Act as an advisor to senior leadership to develop or influence objectives, plans, specifications, resources, and long term goals for highly complex business and technical needs across groups and functions
- Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas of the company
- Deliver solutions that are long term, large scale, which require vision, creativity, innovation, advanced analytical and inductive thinking, coordination of highly complex activities, and guidance to others
- Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions that are large scale, cross functional, or companywide strategies within Commercial Banking Portfolio Management functional area
- Engage with Commercial Banking Portfolio Management professionals and managers across the company and serve as an expert advisor to leadership
Requirements
- 7+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Deep knowledge of Commercial Banking Market Coverage credit systems and institutional risk appetite frameworks
- Extensive experience in commercial credit underwriting and credit approval processes across diverse industries and client segments
- Extensive experience and advanced knowledge in structuring complex credit facilities
- Deep understanding of credit policy, regulatory compliance, and enterprise risk management principles
- Proven experience supporting both Middle Market and Emerging Middle Market clients, with a strong grasp of their unique credit needs and risk profiles
- Demonstrated experience working collaboratively to deliver the organization to clients and prospects
- Demonstrated experience generating new client relationships, building and retaining long-term client relationships
- Experience developing and maintaining external and internal partnerships
- Demonstrated ability to negotiate pricing, terms, collateral structures, and covenants in alignment with risk-return objectives
- Comprehensive knowledge of commercial and specialty banking products, including treasury management, capital markets, and industry-specific solutions
- In-depth understanding of loan servicing, portfolio monitoring, and early warning indicators for credit deterioration
- Exceptional communication skills, with the ability to convey complex credit decisions clearly and persuasively to internal and external stakeholders
- Highly organized, with the ability to manage multiple priorities, meet tight deadlines, and drive credit decisions in a fast-paced environment
- Advanced degree or professional certification (e.g., CFA, CPA, CRC) preferred
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Commercial Banking Portfolio Managementcredit systemscommercial credit underwritingcredit approval processesstructuring complex credit facilitiescredit policyregulatory complianceenterprise risk managementloan servicingportfolio monitoring
Soft skills
strategic thinkinganalytical thinkingcreativityinnovationcollaborationrelationship buildingnegotiationcommunicationorganizational skillstime management
Certifications
CFACPACRC