Senior Commercial Banking Portfolio Manager
Wells Fargo
full-time
Posted on:
Location Type: Hybrid
Location: Iselin • Massachusetts, New Jersey, Rhode Island • 🇺🇸 United States
Visit company websiteSalary
💰 $110,000 - $196,000 per year
Job Level
Senior
About the role
- Participate in performing financial research, underwriting, and structuring within the 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
- 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
- Experience with complex credit, underwriting, and debt structure for Investment Real Estate clients and prospects
- 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
- nCino experience a plus
- Excellent verbal, written, and interpersonal communication skills
- Bachelor’s degree in accounting, finance, or business
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
financial researchunderwritingstructuringcredit analysisdebt structurecommercial lendingtreasury managementrisk identificationcompliancechange management
Soft skills
leadershipmentoringcollaborationcommunicationproblem-solvingproject managementinterpersonal skillsconsultationteamworkgoal achievement
Certifications
formal credit training program