Wells Fargo

Commercial Banking Portfolio Manager

Wells Fargo

full-time

Posted on:

Origin:  • 🇺🇸 United States

Visit company website
AI Apply
Manual Apply

Salary

💰 $85,000 - $145,000 per year

Job Level

JuniorMid-Level

About the role

  • Wells Fargo is seeking a Commercial Banking Portfolio Manager for clients with annual revenue of $100MM to $2B as part of the Commercial Bank.
  • Research complex credit investigations and diverse credit information for loans
  • Identify opportunity for process improvements within scope of responsibilities or functional area
  • Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables
  • Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
  • Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers

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
  • Experience with complex credit, underwriting, and debt structure for clients with annual revenue of $100MM to $2B
  • Completion of a formal credit training program
  • Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
  • Experience in swiftly adopting and executing change management to enable business growth
  • Experience developing and maintaining external and internal partnerships
  • Experience identifying and mitigating risk, ensuring compliance with processes and procedures
  • Excellent verbal, written, and interpersonal communication skills
  • Experience with nCino a plus
  • Bachelor’s degree in accounting, finance, or business