Associate Commercial Real Estate Portfolio Manager jobs at Wells Fargo in United States, Dallas

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

•Be responsible for the management of a portfolio of commercial real estate loans and investments within Real Estate Banking, our primary balance sheet lending CRE platform

• Analyze and underwrite new loan opportunities within the assigned portfolio, utilizing market research, internal loan information, client data, and third-party market research

• Review and make recommendations for approval (or denial) of loan requests, lease approvals, collateral releases, requests for letters of credit, funding of reserves/loan holdbacks, loan extensions and loan modifications

• Collaborate with senior portfolio managers and coverage bankers to develop strategies around relationship optimization and deal level execution

• Interface with customers to assist in identifying needs and maintaining strong relationships

• Perform both sponsorship and loan level financial analysis

• Complete in-depth property level analysis and market research

• Present and advocate to credit committee for approval of loans

• Work with outside counsel, internal compliance, and our loan closing teams to close modifications and new loans including review of third-party reports and loan documentation

• Review and approve construction loan draws

• Conduct quarterly and annual portfolio reviews to identify potential concerns

• Conduct property tours / site visits

• Maintain an in-depth knowledge of the local commercial real estate market

• Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements

• Identify opportunities for process improvements within scope of responsibilities or functional area

Required Qualifications:

• 2+ years of Commercial Real Estate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

•Ability to develop and maintain strong relationships while actively participating in the successful execution of complex transactions

• Familiarity with the commercial property types including multifamily, retail, industrial, office, hospitality etc.

• Familiarity with various facility types including construction, term, bridge, perm, lines of credit, etc. and loan structures includingrecourse/non-recourse,secured/unsecured, and mezzanine financing

• Experience evaluating market conditions and identifying appropriate comparable properties

• Ability to apply sound judgment in the application of analytical conclusions to credit approval, structure, and management recommendations

• Strong verbal, written, and interpersonal communication skills

• Ability to interact with all levels of an organization

• Intermediate Microsoft Office skills including some advanced accounting and finance functions in Microsoft Excel

• A BS/BA degree or higher

Job Expectations:

• Ability to work in office a minimum of 4 to 5 days per week

• Ability to work additional hours as needed

• Ability to travel domestically

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Lead complex initiatives including those that are companywide with broad impact

• Act as key participant in large scale planning for Commercial Real Estate Portfolio Management functional area

• Review and research complex, multifaceted, large scale, and long term business challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors

• Make decisions in complex and multifaceted situations requiring exceptional understanding of the function, policies, procedures, and compliance requirements that influence and lead broader work team to meet deliverables and drive new initiatives

• Collaborate and consult with Commercial Real Estate Portfolio Management peers, colleagues, and mid level to more experienced managers to resolve issues and achieve goals

• Lead projects, teams, or serve as a peer mentor

• Be responsible for the management of a portfolio of commercial real estate loans and investments within Real Estate Banking, our primary balance sheet lending CRE platform

• Analyze and underwrite new loan opportunities within the assigned portfolio, utilizing market research, internal loan information, client data, and third-party market research

• Review and make recommendations for approval (or denial) of loan requests, lease approvals, collateral releases, requests for letters of credit, funding of reserves/loan holdbacks, loan extensions and loan modifications

• Collaborate with senior portfolio managers and coverage bankers to develop strategies around relationship optimization and deal level execution

• Interface with customers to assist in identifying needs and maintaining strong relationships

• Perform both sponsorship and loan level financial analysis

• Complete in-depth property level analysis and market research

• Present and advocate to credit committee for approval of loans

• Work with outside counsel, internal compliance, and our loan closing teams to close modifications and new loans including review of third-party reports and loan documentation

• Review and approve construction loan draws

• Conduct quarterly and annual portfolio reviews to identify potential concerns

• Conduct property tours / site visits

• Maintain an in-depth knowledge of the local commercial real estate market

• Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements

• Identify opportunities for process improvements within scope of responsibilities or functional area

Required Qualifications:

• 5+ years of Commercial Real Estate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Ability to develop and maintain strong relationships while actively participating in the successful execution of complex transactions

• Familiarity with the commercial property types including multifamily, retail, industrial, office, hospitality etc.

• Familiarity with various facility types including construction, term, bridge, perm, lines of credit, etc. and loan structures includingrecourse/non-recourse,secured/unsecured, and mezzanine financing

• Experience evaluating market conditions and identifying appropriate comparable properties

• Ability to apply sound judgment in the application of analytical conclusions to credit approval, structure, and management recommendations

• Strong verbal, written, and interpersonal communication skills

• Ability to interact with all levels of an organization

• Intermediate Microsoft Office skills including some advanced accounting and finance functions in Microsoft Excel

• A BS/BA degree or higher

Job Expectations:

• Ability to work in office a minimum of 4 to 5 days per week

• Ability to work additional hours as needed

• ​Ability to travel domestically

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Develop, retain, and grow complex client relationships by understanding the needs and priorities of clients and financial decision makers

• Drive revenue generation across Wells Fargo’s platform by proactively identifying new credit and non-credit opportunities for new and existing clients

• Handle all aspects of originating, structuring, and executing bank lending and other credit related products

• Coordinate transactions with our credit, treasury management, foreign exchange, investment banking, capital markets, and asset-based lending groups

• Perform financial analysis and underwriting in the areas of credit, cash flow and collateral

• Identify and qualify top prospects in the market and then introduce them to our firm and our unique capabilities

• Partner with existing clients to ensure we are helping them meet their current and future needs

• Develop trusted relationships at the operational, c-suite, and board of director levels

• Stay informed of industry trends, market news, and emerging technology

• Represent our team in the market by hosting unique events, networking with influencers, and attending conferences

• Drive relationship planning activities to deliver the full suite of bank solutions

• Maintain sales and pipeline disciplines by keeping information current in relevant systems

Required Qualifications:

• 7+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Fundamental knowledge of the technology ecosystem

• Extensive relationships with technology companies, venture capital firms, non-bank lenders, and service providers

• Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasurymanagement

• Completion of formal credit training program

• Successfully completed FINRA Series63and79exams to qualify for immediate registration (or FINRA recognized equivalents)

• Commercial banking account relationship management experience within the Middle Market segment

• Demonstrated experience working collaboratively to deliver the organization to clients and prospects

• Demonstrated experience generating new client relationships, building and retaining long-term client relationships

• Experience developing and maintaining external and internal partnerships

• Experience identifying and mitigating risk, ensuring compliance with processes and procedures

• Excellent verbal, written, and interpersonal communication skills

Job expectations:

• This position is not eligible for Visa sponsorship

• This position offers a hybrid work schedule

• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

• Ability to travel up to 30% of the time

Location:

• 14241 Dallas Parkway - Dallas, Texas 75254

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• 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
• Independently develop, retain, and grow client relationships and lead team 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 moderately complex cash flow, real estate loans, 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
• Review, understand, and offer the full suite of solutions offered by Wells Fargo to commercial clients to meet 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 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

Required Qualifications:

• 4+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Proven track record and experience in direct sourcing and prospecting new clients
• In market business development experience or proven ability to develop and execute a business development strategy
• Experience building relationships with community organizations and key community influencers
• Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
• Commercial Banking account relationship management experience within the Emerging Middle Market segment ($25MM-$100MM annual sales revenue)
• Completion of formal credit training program
• Demonstrated experience working collaboratively to deliver the organization to clients and prospects
• Demonstrated experience generating new client relationships, building and retaining long-term client relationships
• Strong organizational, multi-tasking, and prioritizing skills
• Experience identifying and mitigating risk, ensuring compliance with processes and procedures
• Excellent verbal, written, and interpersonal communication skills
• Experience consistently delivering strong sales performance

Job expectations:

• This position is not eligible for Visa sponsorship
• This position offers a hybrid work schedule
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Location:

• 14241 Dallas Pkwy Ste 1300- DALLAS, TX 75254
• 201 Main St- FORT WORTH, TX 76102

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Strategically support Business Development Representatives in sourcing new Middle Market Commercial Banking clients, by cultivating relationships through existing networks
• Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
• Partner with Commercial Lending Product Management to provide vision, direction, and expertise to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or company-wide strategies
• Develop and grow complex client relationships through 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; function as an advisor to guide and influence others in growing relationships
• Act as an advisor to senior leadership to develop, influence, or lead the structuring, modification, and renewal of cash flow, real estate loans, and certain other industry specific solutions across groups and functions by analyzing financials, presenting to clients, and coordinating with internal stakeholders
• Lead the strategy and resolution for full suite solutions offered by Wells Fargo to commercial clients to meet unique needs that require an in-depth evaluation across multiple areas of the enterprise, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
• Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions within the Commercial Banking Relationship Management group that are cross functional and companywide strategies
• Strategically engage with all levels across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally; serve as an expert advisor to leadership and a mentor for less experienced colleagues

Required Qualifications:

• 7+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
• Proven experience managing a sales pipeline and consistently delivering strong sales performance
• Established local in-market network with demonstrated knowledge of the North Texas market to fuel business development
• Demonstrated experience collaborating and generating new client relationships and prospects, into long-term clients
• Commercial banking account relationship management experience within the Middle Market segment, primarily focused on clients with $100MM -$500MM in annual revenue
• Experience developing and maintaining external and internal partnerships
• Self-starter who takes initiative and works independently with minimal supervision
• Experience identifying and mitigating risk, ensuring compliance with processes and procedures
• Excellent verbal, written, and interpersonal communication skills
• Effective time management and organization skills
• Completion of formal credit training program
• Bachelor’s Degree and/or Master’s Degree in Business, Accounting, or Finance

Job Expectations:

• This position is not eligible for Visa sponsorship
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
• Ability to travel up to 10% of the time

Location:

• 14241 Dallas Pkwy - DALLAS, TX 75254

• 1445 Ross Ave- DALLAS, TX 75202

• 201 Main Street - FORT WORTH, TX 76102

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Strategically lead and support Business Development Representatives in sourcing new Middle Market Commercial Banking clients, by cultivating relationships through existing networks
• Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
• Partner with Commercial Lending Product Management to provide vision, leadership, and expertise on client and market needs to enable large-scale companywide strategies that significantly influence the organization's business and financial operations
• Develop and grow complex client relationships through 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; function as a subject matter expert to guide and influence others in growing relationships
• Act as a top subject matter expert to lead extraordinarily complex and substantial cash flow, real estate loans, and certain other industry specific solutions with enterprise impact, high risk or significant scope by analyzing financials, presenting to clients, and coordinating with internal stakeholders
• Lead the strategy and resolution for full suite of solutions offered by Wells Fargo to commercial clients to meet the significant needs across multiple areas of the enterprise that may require an in-depth evaluation, vision, and creativity, by engaging product organizations to develop long term, large-scale client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
• Provide vision, leadership, and industry expertise regarding Commercial Banking Relationship Management company wide strategies that significantly influence the organization's business and financial operations
• Strategically lead all levels of professional and managers across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally as an expert; function as a mentor for less experienced colleagues

Required Qualifications:

• 10+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
• Proven experience managing a sales pipeline and consistently delivering strong sales performance
• Established local in-market network with demonstrated knowledge of the North Texas market to fuel business development
• Demonstrated experience collaborating and generating new client relationships and prospects, into long-term clients
• Commercial banking account relationship management experience within the Middle Market segment, primarily focused on clients with $100MM -$500MM in annual revenue
• Experience developing and maintaining external and internal partnerships
• Self-starter who takes initiative and works independently with minimal supervision
• Experience identifying and mitigating risk, ensuring compliance with processes and procedures
• Excellent verbal, written, and interpersonal communication skills
• Effective time management and organization skills
• Completion of formal credit training program
• Bachelor’s Degree and/or Master’s Degree in Business, Accounting, or Finance

Job Expectations:

• This position is not eligible for Visa sponsorship
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
• Ability to travel up to 10% of the time

Location:

• 14241 Dallas Pkwy - DALLAS, TX 75254
• 1445 Ross Ave- DALLAS, TX 75202
• 201 Main Street - FORT WORTH, TX 76102

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.