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Senior Commercial Banking Portfolio Manager
Wells FargoSenior Commercial Banking Portfolio Manager managing middle market portfolios in the Southeast. Analyzing financial performances and advising clients on credit needs while ensuring compliance with banking policies.
Posted 6/18/2026full-timeFort Lauderdale • Alabama, Florida, North Carolina • 🇺🇸 United StatesSeniorWebsite
About the role
Key responsibilities & impact- Actively manage, maintain, and grow a middle market portfolio including underwriting, origination, documentation and on-going monitoring; all in adherence with applicable credit policies, procedures and compliance requirements
- Work with clients and prospects to understand complex credit needs and represent the bank in developing and maintaining client relationships
- Provide recommendations and write credit reports based on analysis of historical and projected financial performance, assessment of key risks and mitigants, management strength, and structural considerations.
- Identify opportunity for process improvements within scope of responsibilities or functional area
- Collaborate and consult with senior management, functional colleagues, internal partners, and stakeholders
- Train and mentor analysts and junior portfolio managers
Requirements
What you’ll need- 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
- 4+ years of underwriting experience including advanced commercial or specialty group credit
- Completion of a formal credit training program
- Bachelor’s Degree and/or master’s degree in business, Accounting, or Finance
- Ability to thoroughly analyze credits on an independent basis and communicate findings in a concise manner
- Microsoft Excel experience including financial modeling
- Ability to work effectively, as well as independently, in a team environment
- Strong risk management and compliance skills
- Solid knowledge and understanding of credit policy, loan servicing, and group underwriting requirements
- Experience negotiating interest rates, price, terms, and collateral requirements
- Knowledge and understanding of commercial and specialty group banking products and services
- Excellent verbal, written, and interpersonal skills
- Strong analytical skills with high attention to detail and accuracy
Benefits
Comp & perks- This position is not eligible for Visa sponsorship
- Specific compliance policies may apply regarding outside activities or personal investing
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
commercial banking portfolio managementunderwritingcredit analysisfinancial modelingrisk managementcredit policyloan servicinggroup underwritingnegotiationcredit training
Soft Skills
communicationteamworkanalytical skillsattention to detailmentoringrelationship managementprocess improvementindependent workcollaborationinterpersonal skills
Certifications
Bachelor's DegreeMaster's Degree