Wells Fargo

Portfolio Manager – Key Account Purchase and Supplier Finance

Wells Fargo

full-time

Posted on:

Origin:  • 🇺🇸 United States • New York, North Carolina

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Salary

💰 $185,000 - $300,000 per year

Job Level

SeniorLead

About the role

  • Lead KAP and SF product specialist/portfolio management teams by making strategic decisions to resolve highly complex issues
  • Review and analyze highly complex or strategic client portfolios for cash flow, liquidity, leverage, working capital, debt coverage, collateral/enterprise value analysis, and repayment sources
  • Develop product education and strategies within the context of individual deals and client relationships
  • Manage multiple products, specialties, or teams and provide leadership for highly complex modifications, renewals, and refinancings
  • Collaborate with and influence all levels of professionals, including senior leadership
  • Strategically lead all levels across the enterprise and serve as an expert advisor to leadership
  • Interpret and develop policies and procedures for functions with higher complexity and risk
  • Partner with product management functional partners to provide vision and industry expertise
  • Manage allocation of people and financial resources to ensure commitments are met
  • Develop and guide a culture of talent development to meet business objectives

Requirements

  • 8+ years of secured or specialized lending for relationship management or portfolio management or leadership experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 4+ years of management or leadership experience
  • Extensive experience in Asset-Based Lending (ABL), Receivables Purchase Arrangements, Payables Programs, and/or Factoring
  • Strong market presence and strategic insight in the Supply Chain Finance space
  • Proven leadership experience building and managing high-performing teams across underwriting, sales, and portfolio management
  • Demonstrated success in end-to-end execution of Supply Chain Finance transactions
  • Ability to collaborate across relationship management, product, and risk teams
  • Skilled in interpreting complex financial statements and credit metrics
  • Excellent communication and stakeholder engagement skills
  • Willingness to work on-site at stated location on the job opening
  • This position is not eligible for Visa sponsorship