Senior Lead Commercial Banking Portfolio Manager
Wells Fargo
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • Texas • United States
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Job Level
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 work experience, training, military experience, education
- 6+ years of experience underwriting Emerging Middle Market and Middle Market customers
- Experience negotiating, managing and amending complex credit facility legal documentation
- Strong risk management and compliance skills
- Experience with complex credit, underwriting, and debt structure within the Emerging Middle Market and Middle Market banking segments
- 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 developing and maintaining external and internal partnerships
- Experience in swiftly adopting and executing change management to enable business growth
- Experience identifying and mitigating risk, ensuring compliance with processes and procedures
- Excellent verbal, written, and interpersonal communication skills
Benefits
- This position is not eligible for Visa sponsorship
- Specific compliance policies may apply regarding outside activities or personal investing
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Commercial Banking Portfolio Managementunderwritingcredit facility legal documentationrisk managementcompliancecreditdebt structurecore banking productscommercial lendingtreasury management
Soft Skills
leadershipstrategic thinkinganalytical thinkingcreativityinnovationcommunicationcollaborationchange managementproblem-solvingrelationship management
Certifications
formal credit training program