Lead Commercial Banking Portfolio Manager jobs at Wells Fargo in United States, West Covina

In this role, you will:

• Participate in performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional area
• Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors
• Resolve moderately complex issues and lead Commercial Banking Portfolio Management team, to meet project deliverables, while leveraging solid understanding of the function, policies, procedures, and compliance requirements
• Collaborate and consult with Commercial Banking Portfolio Management 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

Required Qualifications:

• 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

Desired Qualifications:

• 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
• Demonstrated experience showing attention to detail, self-motivation, and the ability to independently problem solve
• Ability to understand, review and negotiate loan documentation
• Experience / ability 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 innCino/Salesforce,CreditView &BLAST loan underwriting

Pay Range

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 technology initiatives including those that are companywide with broad impact.

• Implement solutions, by configuring and customizing scripting, for all components of the ServiceNow Strategic Portfolio Management (SPM) product.

• Act as a key participant in developing standards and companywide best practices for engineering complex and large scale technology solutions for technology engineering disciplines.

• Lead the conceptualization, design, development, implementation, and maintenance of new and existing features for the existing portfolio of applications for a business area.

• Design, code, configure, unit test, maintain, and document software deliverables using agreed upon standards and tools.

• Design, code, test, debug, and document for projects and programs associated with technology domain, including upgrades and deployments.

• Ensure that solutions delivered by self or team members are secure and scalable, comply with defined standards and best practices.

• Code ServiceNow solutions within an Agile Framework.

• Further your career with paid certification paths to make your mark at one of the largest ServiceNow instances in the industry.

• Lead large scale planning of strategies.

• Review and analyze complex, large-scale technology solutions for tactical and strategic business objectives, enterprise technological environment, and technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented technical factors.

• Make decisions in developing standard and companywide best practices for engineering and technology solutions requiring understanding of industry best practices and new technologies, influencing and leading technology team to meet deliverables and drive new initiatives.

• Collaborate and consult with key technical experts, senior technology team, and external industry groups to resolve complex technical issues and achieve goals.

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

Required Qualifications

• 5+ years of Software Engineering experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• 3+ years of ServiceNow experience in building, implementing, and maintaining platform technologies, workflows and integrations (This is not a ServiceNow Administration position.)

Desired Qualifications

• 1+ years of ServiceNow Strategic Portfolio Management (SPM) implementation and development experience

• 2+ years of RESTful or SOAP web services

• Strong verbal, written, and interpersonal communication skills

• One or more of the following ServiceNow certifications: (CSA) Certified Systems Administrator, (CIS) Certified Implementation Specialist, or (CAD) Certified Application Developer

• Jira and Jira Align experience

• Agile experience

Locations:

• Must be able to work onsite a minimum of 3 days per week at 800 S Jordan Creek Pkwy, West Des Moines, Iowa 50266

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:

• Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially

• Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives

• Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience

• Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience

• Mentor and guide talent development of direct reports and assist in hiring talent

• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 4+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• 2+ years of leadership experience

Desired Qualifications:

• Management experience including hiring, coaching, and developing direct reports

• Ability to build and inspire a team where adaptability, collaboration, and accountability to performance are critical to success

• Ability to analyze performance, understand strengths and opportunities, and execute a plan that empowers employees to achieve business objectives

• Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment

• Experience and knowledge in coaching across customer segments, including affluent, high net worth, and small business

• Experience building and maintaining effective relationships with customers, internal partners and within the community

• Extensive experience in asking questions and identifying complex financial needs in order to provide relevant options to customers

• Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking

• Knowledge and understanding of banking industry laws and regulations, compliance controls, risk management and loss prevention

• Ability to interact with integrity and professionalism with customers and employees

• Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, or military experience working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting

Job Expectations:

• Ability to work a schedule that may include most Saturdays

• Ability to travel in assigned geography up to 50% of the time during the first 6 months, depending on location

• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

• This position is not eligible for Visa sponsorship

Locations:

• 910 E 1st St, Ankeny, IA 50021

• 9801 University Ave, Clive, IA 50325

• 13631 University Ave, Clive, IA 50325

• 801 Walnut St, Des Moines, IA 50309

• 2840 Ingersoll Ave, Des Moines, IA 50312

• 2505 E Euclid Ave, Des Moines, IA 50317

• 600 Army Post Road SW, Des Moines, IA 50315

• 509 N Jefferson Way, Indianola, IA 50125

• 5880 Merle Hay Rd, Johnston, IA 50131

• 1055 NE 56th St, Pleasant Hill, IA 50327

• 8301 Douglas Ave, Urbandale, IA 50322

• 110 E Hickman Rd, Waukee, IA 50263

• 655 S 50th St, West Des Moines, IA 50265

Wells Fargo Recruitment and Hiring Requirements:

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

About this role:

Wells Fargo is seeking aYou will be responsible for data visualization and reporting and conducting peer review testing. To be successful, you will need to bring an end-to-end analytical toolkit that includes extracting data from the Teradata warehouse with SQL; validating and refining findings by partnering with subject matter experts that are in a matrixed organization; creating all required control documentation; and finally completing peer review testing.

In this role, you will:

• Manage the design, development, implementation, and management of business intelligence and reporting solutions
• Ensure reporting processes and solutions are designed and created according to business requirements and published processes and procedures
• Complete risk-mitigating activities including code testing, peer review, consolidation of similar recurring processes and reports, and best-in-class documentation (i.e. BRDs, FSDs) that is structured for consistency and is easy to understand by multiple levels of reviewers, partners, and regulatory agents
• Collaborate across the organization, engaging with peers, risk and compliance managers, and executive leadership as a trusted advisor on analytical and strategic initiatives
• Review work of others and provide value-added feedback.

Required Qualifications:

• 5+ years of Analytics experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 2+ years of BI (Tableau or Power BI or SAS) development experience
• 2+ years of Teradata warehouse experience with SQL

Desired Qualifications:

• Experience with Development tools (JIRA and Github)
• Experience with functional testing of large data sets or dashboards
• Strong analytical skills with high attention to detail and accuracy
• Knowledge and understanding of data visualizations (Prefer Power BI)
• Experience in transforming data and analyses into easily digestible and visually accessible dashboards and reports
• Experience documenting non-technical business requirements and translating into technical rules
• Experience in developing and delivering regulatory reporting
• Strong attention to detail and ability to understand risks andintegration/interdependencyof risks
• Experience in data quality and best practice design concepts

Job Expectations:

West Des Moines, Iowa (IA) – 800 S. Jordan Creek Parkway

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:

• Supervise a team of individuals who are responsible for executing activities associated with conducting due diligence reviews of bank customers transactions

• Oversee a moderate degree of complexity and risk to determine appropriateness of processes to ensure timely completion, quality and compliance

• Own the client onboarding process and engage with clients, relationship team and third parties

• Mitigate risk through due diligence process

• Identify opportunities for process improvement and risk control development in less complex functions

• Work with due diligence management to implement department policies, procedures and reporting to maximum risk while providing exceptional customer experience

• Establish performance standards, evaluate performance and train and coach staff

• Make daily supervisory decisions and resolve issues related to team supervision, work allocation and daily operations under direction of due diligence management

• Leverage interpretation of policies, procedures, and compliance requirements

• Collaborate and influence all levels of professionals

• Lead a team to achieve objectives

• Manage allocation of people and financial resources for Due Diligence group

• Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications:

• 2+ years of Due Diligence, risk management, client service, operations support, or business process management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• 1+ years of Leadership experience

Desired Qualifications:

• Strong Collaboration Skills : Demonstrated ability to work effectively across team and departments, fostering a culture of open communication and shared accountability

• Team Leadership Across Locations : Proven experience managing and motivating teams in multiple geographic locations, ensuring alignment and consistent performance

• Effective Prioritization : Skilled in balancing and executing competing priorities in a fast-paced environment, with a focus on delivering high-quality outcomes

• BSA/AML Expertise : Solid understanding of Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) regulations, with practical expertise applying compliance standards in operational settings

• Commercial Bank Knowledge : Familiarity with the structure, products, and risk landscape of the Commercial Bank, including customer due diligence and regulatory expectations

• Pipeline Oversight & Prioritization: Demonstrated ability to manage high-volume pipelines, ensuring timely progression of cases and minimizing aging in workable status

Job Expectations:

• Knowledge of Cornerstone, ODPTR, SEWA, and Power BI

• Ability to work Monday – Friday; 8 hours between 7:00 and 5:30. Hybrid- 3 days in the office, 2 days remote

• This position is not eligible for Visa sponsorship

Locations:

• 800 S Jordan Creek Parkway West Des Moines, IA 50266

• 300 Highway 169 Saint Louis Park, MN 55426

Pay Range

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:

• Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially

• Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives

• Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience

• Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience

• Mentor and guide talent development of direct reports and assist in hiring talent

• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 4+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• 2+ years of leadership experience

Desired Qualifications:

• Management experience including hiring, coaching, and developing direct reports

• Ability to build and inspire a team where adaptability, collaboration, and accountability to performance are critical to success

• Ability to analyze performance, understand strengths and opportunities, and execute a plan that empowers employees to achieve business objectives

• Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment

• Experience and knowledge in coaching across customer segments, including affluent, high net worth, and small business

• Experience building and maintaining effective relationships with customers, internal partners and within the community

• Extensive experience in asking questions and identifying complex financial needs in order to provide relevant options to customers

• Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking

• Knowledge and understanding of banking industry laws and regulations, compliance controls, risk management and loss prevention

• Ability to interact with integrity and professionalism with customers and employees

• Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, or military experience working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting

Job Expectations:

• Ability to work a schedule that may include most Saturdays

• Ability to travel in assigned geography up to 50% of the time during the first 6 months, depending on location

• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

• This position is not eligible for Visa sponsorship

Locations:

• 910 E 1st St, Ankeny, IA 50021

• 9801 University Ave, Clive, IA 50325

• 13631 University Ave, Clive, IA 50325

• 801 Walnut St, Des Moines, IA 50309

• 2840 Ingersoll Ave, Des Moines, IA 50312

• 2505 E Euclid Ave, Des Moines, IA 50317

• 600 Army Post Road SW, Des Moines, IA 50315

• 509 N Jefferson Way, Indianola, IA 50125

• 5880 Merle Hay Rd, Johnston, IA 50131

• 1055 NE 56th St, Pleasant Hill, IA 50327

• 8301 Douglas Ave, Urbandale, IA 50322

• 110 E Hickman Rd, Waukee, IA 50263

• 655 S 50th St, West Des Moines, IA 50265

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:

• Supervise a team of individuals who are responsible for executing activities associated with conducting due diligence reviews of bank customers transactions

• Oversee a moderate degree of complexity and risk to determine appropriateness of processes to ensure timely completion, quality and compliance

• Own the client onboarding process and engage with clients, relationship team and third parties

• Mitigate risk through due diligence process

• Identify opportunities for process improvement and risk control development in less complex functions

• Work with due diligence management to implement department policies, procedures and reporting to maximum risk while providing exceptional customer experience

• Establish performance standards, evaluate performance and train and coach staff

• Make daily supervisory decisions and resolve issues related to team supervision, work allocation and daily operations under direction of due diligence management

• Leverage interpretation of policies, procedures, and compliance requirements

• Collaborate and influence all levels of professionals

• Lead a team to achieve objectives

• Manage allocation of people and financial resources for Due Diligence group

• Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications:

• 2+ years of Due Diligence, risk management, client service, operations support, or business process management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• 1+ years of Leadership experience

Desired Qualifications:

• Strong Collaboration Skills : Demonstrated ability to work effectively across team and departments, fostering a culture of open communication and shared accountability

• Team Leadership Across Locations : Proven experience managing and motivating teams in multiple geographic locations, ensuring alignment and consistent performance

• Effective Prioritization : Skilled in balancing and executing competing priorities in a fast-paced environment, with a focus on delivering high-quality outcomes

• BSA/AML Expertise : Solid understanding of Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) regulations, with practical expertise applying compliance standards in operational settings

• Commercial Bank Knowledge : Familiarity with the structure, products, and risk landscape of the Commercial Bank, including customer due diligence and regulatory expectations

• Pipeline Oversight & Prioritization: Demonstrated ability to manage high-volume pipelines, ensuring timely progression of cases and minimizing aging in workable status

Job Expectations:

• Knowledge of Cornerstone, ODPTR, SEWA, and Power BI

• Ability to work Monday – Friday; 8 hours between 7:00 and 5:30. Hybrid- 3 days in the office, 2 days remote

• This position is not eligible for Visa sponsorship

Locations:

• 800 S Jordan Creek Parkway West Des Moines, IA 50266

• 300 Highway 169 Saint Louis Park, MN 55426

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

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