Commercial Banking Portfolio Manager – Technology Group
Wells Fargo
full-time
Posted on:
Location Type: Hybrid
Location: Austin • Colorado • Texas • United States
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Salary
💰 $77,000 - $153,000 per year
About the role
- Research 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.
- Able to execute on a high-volume portfolio with low to medium complexity in a time efficient manner.
- Able to communicate well with team via both verbal and written methods.
- Experience with complex credit, underwriting, and debt structure within the Middle Market and/or Specialized Industries segment.
- 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.
- 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 & Tools
Commercial Banking Portfolio Managementcredit investigationscredit underwritingdebt structurechange managementrisk identificationcompliancecore banking productscommercial lendingtreasury management
Soft Skills
independent judgementcommunicationcollaborationproblem-solvinginterpersonal skillsprocess improvementevaluationrecommendation presentationpartnership developmenttime management
Certifications
formal credit training program