Wells Fargo

Manager

• Partner with relationship managers and other deal team members as a key client-facing member of the relationship team.
• Review, research, and recommend solutions for highly complex and unique challenges requiring in-depth evaluation of multiple factors.
• Deliver solutions which require vision, creativity, innovation, advanced analytical and inductive thinking, coordination of highly complex activities, and guidance to others.
• Engage with Commercial Banking Portfolio Management professionals and managers across the company and serve as an expert advisor to leadership.
• Make decisions and recommendations in complex and multifaceted situations requiring exceptional understanding of the function, policies, procedures, and compliance requirements that influence and lead the broader work team to meet deliverables and deliver client solutions.
• Collaborate and consult with Commercial Banking peers, colleagues, and mid- to high-level managers to resolve issues and achieve goals.
• Lead projects, teams, or serve as a peer mentor.
• Manage the credit needs of a portfolio of complex Middle Market (primarily Investor Real Estate ('IRE')) clients and prospects.
• Monitor assigned portfolio of credit commitments to ensure on-going compliance with loan agreements, covenants and payoff requirements and resolve problem accounts in partnership with deal teams.
• Determine the credit worthiness of prospective clients by analyzing financial statements, projections, appraisals, meeting and interviewing the prospective client’s management team, analyzing and obtaining a detailed understanding of the prospective client’s cash flows and balance sheet, leverage and key risks.
• Prepare, review and edit credit memos and present recommendations to senior approvers.
• Negotiate appropriate terms and conditions for the largest and most complex transactions, and work with deal teams to ensure appropriate documentation is in place.
• Identify critical transactional and structural risks and propose appropriate structuring alternatives to mitigate those risks.
• Ensure compliance with all policy and regulatory requirements.

Lead Commercial Banking Portfolio Manager

Financial Planning and Analysis

• Manage day-to-day job responsibilities for new deals including: Creating pitches/term sheets; Preparing borrowing base calculations in Excel; Leading due diligence meetings; Act as the lead banker on driving internal underwriting and credit approval process, including writing detailed credit memos and leading internal discussions with credit partners; Working closely with internal and external counsel to negotiate legal documentation; Work with clients to understand financing needs and provide tailored solutions including structuring transaction deal terms; and Working closely with analysts and internal partners to manage internal compliance, booking, and funding processes.
• Manage day-to-day job responsibilities for existing deals including: Maintaining client relationships, including researching and reconciling questions/discrepancies and proactively ensuring that all deal requirements are met; Negotiation, structuring, and execution of amendments and other facility modifications; Supporting team members in collateral analysis and compliance tracking; Monitoring financial performance and internal credit ratings of borrowers and limited partners; Periodic client due diligence; Annual reviews; and Contributing to portfolio analysis across the broader Fund Finance Group portfolio.
• All aspects of the role include meaningful direct client interaction and interaction with Credit partners.
• The Fund Finance team also works closely with a dedicated Syndications team, other product groups (e.g. FX and treasury management), and relationship coverage platforms across the institution.

Vice President, Lead Investment Banker, Fund Finance

Engineering Manager

• Manage, coach, and develop a team of individual contributor engineer roles with low to moderate complexity and less experienced managers who are responsible for building high quality capabilities with modern technology
• Ensure adherence to the Banking Platform Architecture, and meeting non-functional requirements with each release
• Engage with architects and experienced engineers to incorporate Wells Fargo Technology technical strategies, while understanding next generation domain architecture to enable application migration paths to target architecture; for example, cloud readiness, application modernization and data strategy
• Function as the technical representative for the product during cross-team collaborative efforts and planning
• Identify and recommend opportunities for driving resolution of technology roadblocks including code, build and deployment while also managing overall software development cycle and security standards
• Act as an escalation partner for scrum masters and the teams to make decisions and help remove impediments, obstacles, and friction while encouraging constant learning, experimentation, and continual improvement culture
• Build engineering skills side-by-side in the codebase, conduct peer reviews to evaluate quality and solution alignment to technical direction, and guide design, as needed
• Interpret, develop, and ensure security, stability, and scalability within functions of technology with low to moderate complexity, as well as identify, manage and mitigate technology and enterprise risk
• Collaborate and consult with the Product Managers/Product Owners to drive user satisfaction, influence technology requirements and priorities in the product roadmap, promote innovative and intelligent solutions, generate corporate value and articulate technical strategy while being a solid advocate of agile and DevOps practices
• Interact directly with third party vendors and technology service providers
• Manage allocation of people and financial resources for technology engineering including career development and performance management for engineers and managers on the team
• Hire, mentor and guide talent development of direct reports to build the skills required to effectively design and deliver innovative solutions for the supported product areas/products

Software Engineering Manager

• Provide coaching, development and feedback to the Regional Coaches through participating in regional coach routines to include but not limited to: workshops, support skill development, participate and conduct region and districts level meetings, and business reviews to include affluent reviews.
• Actively participate and contribute to assigned workstreams building workshops and other content.
• Conduct branch visits to coach District Senior Manager and Regional Executives as needed, to support their understanding and execution of the behavior framework, management cycle, affluent priorities, small business priorities, and other focus areas.
• Support Branch leadership by identifying opportunities and providing actionable feedback.
• Collaborate with Division and Regional Executives and District Managers to align opportunities and implement high‑impact actions based on workshop and branch observations.
• Coach and develop Regional Coaches to identify performance opportunities and deliver effective feedback using insights from field observations.
• Lead as the primary resource on effectively executing the behavior framework, management cycle, affluent and small‑business activities, and partner‑product referral processes.
• Strengthen and accelerate the skills of the Regional Coaching team to drive enhanced performance across supported regions.

Regional Coach, Senior Manager

Account Manager

• Support leadership and senior relationship managers in all aspects of the business, including but not limited to client management, industry research, capital structure, financial modeling, CB and CIB partnership, and database management.
• Provide periodic guidance to junior associate supporting the broader sponsors team
• Independently develop, retain, and grow complex client relationships and while leveraging a solid understanding of the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback.
• Lead or participate in the structuring, modification, and renewal of complex capital markets transactions, and certain other industry specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute more complex transactions
• Prepare screening memos to be shared with senior partners around capital markets related transactions
• Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial and investment banking clients to meet those needs that require an in-depth evaluation by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
• Independently lead or resolve moderately complex initiatives and guide team to meet deliverables within the Commercial Banking Relationship Management group while leveraging a solid understanding of relevant policies, procedures, and compliance requirements
• Collaborate and consult with peers, colleagues, and mid-level managers to resolve client issues while achieving Wells Fargo’s business objectives by helping clients navigate Wells Fargo’s processes, escalating client inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; may lead projects, teams or serve as a mentor for less experienced colleagues
• Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
• Support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
• Partner with Commercial Lending Product Management to provide feedback on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively

Senior Commercial Banking Relationship Manager

• Preparing detailed cash flow analysis to support transaction execution
• Creating pitch books
• Drafting responses for Requests for Proposals (RFPs)
• Leading due diligence meetings
• Working closely with internal and external counsel to negotiate legal documentation
• Working closely with internal partners to manage internal compliance requirements
• Maintaining client relationships; including screening potential finance solutions
• Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in policies, procedures and compliance requirements
• Collaborate and consult with functional colleagues, internal partners and stakeholders, including internal and external customers

Public Finance Program Associate

DevOps Engineer

• Participate in low to moderately complex initiatives and projects associated with the technology domain, including installation, upgrades, and deployment efforts
• Identify opportunities for service quality and availability improvements within the technology domain environment
• Design, code, test, debug, and document for low to moderately complex projects and programs associated with technology domain, including upgrades and deployments
• Review and analyze technical assignments or challenges that are related to low to medium risk deliverables and that require research, evaluation, and selection of alternative technology domains
• Present recommendations for resolving issues or may escalate issues as needed to meet established service level agreements
• Exercise some independent judgment while also developing understanding of given technology domain in reference to security and compliance requirements
• Provide information to technology colleagues, internal partners, and stakeholders