Registered Nurse Case Manager, Home Health
Mission Healthcare
Senior Portfolio Manager, Commercial Banking
Wells Fargo
full-time
Posted on:
Location Type: Hybrid
Location: West Covina • Arizona, California • 🇺🇸 United States
Visit company websiteSalary
💰 $100,000 - $196,000 per year
Job Level
Senior
About the role
- Responsible for credit portfolio management to meet long-term financial objectives and risk tolerance for commercial banking clients
- Serve as a key member of a client’s deal team
- Participate in performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships
- Review and research business financial statements and tax returns requiring in-depth evaluation
- Resolve moderately complex issues and lead Commercial Banking Portfolio Management team to meet project deliverables
- Collaborate and consult with 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 (work experience, training, military experience, education)
- Experience with both Commercial & Industrial (C&I) and Investor Real Estate (IRE) loan underwriting
- Complex credit underwriting experience including advanced commercial Middle Market / Mid-Corp credit or specialty group relationship portfolio credit
- Strong analytical skills and the ability to spread, analyze perform in depth commercial financial statement analysis
- Completion of a formal credit training program (desired)
- Demonstrated attention to detail, self-motivation, and ability to independently problem solve
- Ability to understand, review and negotiate loan documentation
- Experience working in a high paced environment with strong organizational, multi-tasking, and prioritizing skills
- Ability to work in a highly collaborative work environment
- Excellent verbal, written, and interpersonal skills, with experience effectively working and communicating with internal partners both in person and remotely
- Strong Microsoft Office skills, including using Excel for financial analysis and projection modeling
- BS/BA degree or higher (preferably major in Finance/Accounting)
- Experience in nCino/Salesforce, CreditView & BLAST loan underwriting
- This position is not eligible for Visa sponsorship
- Ability to travel up to 5% of the time
- May be subject to specific compliance policies regarding outside activities or personal investing
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
- Hybrid work schedule
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
credit portfolio managementfinancial researchunderwritingstructuringfinancial statement analysisloan documentation negotiationcommercial loan underwritinganalytical skillsproject deliverablescredit training program
Soft skills
attention to detailself-motivationproblem solvingorganizational skillsmulti-taskingprioritizing skillscollaborationverbal communicationwritten communicationinterpersonal skills
