Lead Mid-Corporate Portfolio Manager – Restaurant Finance

Wells Fargo

Lead Mid-Corporate Portfolio Manager for Restaurant Finance at Wells Fargo. Overseeing complex portfolio management initiatives and collaborating with senior management and teams.

Posted 7/22/2026full-timeCharlotte • California, Illinois, North Carolina • 🇺🇸 United StatesSenior💰 $139,000 - $260,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in Mid-Corporate Portfolio Management, with a strong focus on underwriting in Restaurant Finance and managing complex credit structures. Proficient in financial analysis, compliance, and fostering partnerships to drive business growth.

Highest-signal resume keywords

Mid-Corporate Portfolio Management ExperienceUnderwriting In Restaurant FinanceCredit Documentation And Administrative Agent DutiesFinancial Statement AnalysisChange Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Credit DocumentationFinancial ModelingBusiness WritingAnalytical SkillsAttention To DetailRisk IdentificationCompliance With Credit PolicyStructuring CovenantsUnderstanding Of Banking ProductsCapital Structures Management

Soft Skills

Excellent Verbal CommunicationInterpersonal CommunicationCollaborationMentoring

Tools & Technologies

Microsoft OfficeExcelPowerPointWordOutlook

Industry Keywords

Corporate BankingInvestment BankingPrivate EquitySyndicated TransactionsTreasury ManagementCapital MarketsM&A TransactionsSponsor-Backed Transactions

About the role

Key responsibilities & impact

Lead complex Mid-Corporate Portfolio Management initiatives, including those that are cross-functional and have broad impact
Act as key participant in large-scale planning for Mid Corporate Portfolio Management functional area
Review and analyze complex multi faceted, large scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors
Make decisions in complex and multi-faceted situations requiring understanding of Mid Corporate Portfolio Management functional area, policies, procedures and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
Collaborate and consult with Mid Corporate Portfolio Management peers, colleagues, and middle to senior level managers to resolve issues and achieve goals
Lead mid Corporate Portfolio Management projects and teams
Serve as a peer mentor

Requirements

What you’ll need

5+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
4+ years of experience underwriting in Restaurant Finance
Experience managing complex credit and capital structures, including M&A and/or sponsor-backed transactions within corporate or commercial banking, investment banking, leveraged finance, private credit, private equity, or ratings agencies.
Significant experience with credit documentation and administrative agent duties on syndicated transactions, including term sheets, credit agreements, and intercreditor provisions.
Experience identifying risk, ensuring compliance with processes and credit policy, and structuring covenants and protections.
Knowledge and understanding of other core banking products and services, including treasury management / deposits, rates and FX, and capital markets
Strong analytical skills, with heightened attention to detail and accuracy
Advanced proficiency in accounting principles, financial statement analysis, financial modeling and business writing.
Experience developing and maintaining external and internal partnerships
Experience in adopting and executing change management to enable business growth
Excellent verbal, written, and interpersonal communication skills
Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook)
Completion of a formal training program
Bachelor’s degree in accounting, finance, or business

Benefits

Comp & perks

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