Senior 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:

• 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:

• Lead or participate in moderately complex initiatives and deliverables within Risk AssetReview Examination.
• Contribute, initiate, and recommend changes to the group's exam policies and standards.
• Assess the lending practices of the company’s commercial loans and securities investments.
• At times, serve as examiner-in-charge and direct a team of examiners that examines the company’s commercial lending businesses.
• Ability to perform duties as an examiner-in-charge for complex lines of business, including large corporate, asset-based lending, and capital markets.
• Interact with line of business senior management of complex lines of business. Ability to communicate and influence RAR’s examination findings to line of business senior management.
• Advise RAR management on ways to improve the examination process.
• Serve as a resource on RAR’s examinations of Wells Fargo’s commercial lending businesses.
• Evaluate credit administration practices, focuses on significant issues, and demonstrates sound credit judgment.
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements.
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.

Required Qualifications:

• 4+ years of Risk AssetReviewexperience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Desired Qualifications:

• 4+ years recent experience working for a large U.S. bank or large regional U.S. bank in the role as an underwriter, portfolio manager, and/or relationship manager.
• Exposure to large complex credits, including syndicated deals, leveraged loans, securities transactions, and asset-based lending facilities.
• Good understanding of commercial real estate across various sectors.
• Strong commercial credit analysis skills with high attention to detail and accuracy. Ability to perform quantitative and qualitative analysis, and to document conclusions in an articulate and succinct manner.
• Ability to review and interpret complex financial statements, commercial loan structures, and loan documentation.
• Knowledge and proficiency in risk rating commercial credits.
• Experience in exercising independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements in a variety of industries.
• Experience in interacting with Audit, Legal, external agencies, and regulatory bodies on risk-related topics.
• Good communication skills with the ability to communicate issues, risks, and proposed solutions effectively and succinctly, in both written and verbal formats, with senior leaders.
• Excellent verbal, written, and interpersonal communication skills.
• A BS/BA degree or higher in accounting, finance, or economics.
• Ability to work and influence successfully within a matrix environment and build effective business partnerships with all levels of team members.
• Ability to execute in a fast paced, high demand, environment while balancing multiple priorities.
• Ability to provide credible challenge and candor to peers.

Job Expectations:

• Ability to work at one of the approved locations in the job posting.
• This position is not eligible for visa sponsorship.
• This position offers a hybrid schedule.

Locations:

• 401 South Tryon Street - Charlotte, North Carolina
• 250 East John Carpenter Freeway - Irving, Texas
• 2700 South Price Road - Chandler, Arizona
• 600 South 4th Street - Minneapolis, Minnesota
• 800 South Jordan Creek Parkway - West Des Moines, Iowa
• 114 North Beaumont Street – D Bldg, Saint Louis, Missouri

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:

• 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.

About this role:

Wells Fargo is seeking aYou will be responsible for highly sophisticated data visualization and reporting. To be successful, you will need to bring an end-to-end analytical toolkit that includes extracting data from the Teradata warehouse with SQL; creating data visualizations with Tableau/Power BI; 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 functional 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
• Work in partnership with other senior members of the team to drive change and mentor/develop other team members that have diverse skillsets and backgrounds. Be proficient in engaging technical and non-technical stakeholders ​
• Advise experienced leadership to develop or influence analytical strategies and advanced data visualization for complex business and technical needs
• Design and lead complex projects, analyses, and application of techniques across the enterprise
• Engage with peers, managers risk, compliance, managers across the enterprise, and serve as an expert advisor to leadership team

Required Qualifications:

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

Desired Qualifications:

• Experience with Development tools (JIRA and Github)
• Experience with Power Automate and Power Apps
• Experience with functional testing of large complex data sets
• Strong analytical skills with high attention to detail and accuracy
• Advanced knowledge and understanding of data visualizations (Prefer Power BI)
• Experience in transforming complex 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
• Demonstrated success in building consensus among stakeholders and navigating obstacles to achieve shared goals.

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:

• Lead execution of the integrated audit process

• Participate in audits in accordance with Wells Fargo Audit Services policy

• Demonstrate depth and breadth of knowledge and understanding across multiple businesses or develop knowledge in a critical subject matter area

• Demonstrate comprehensive knowledge and understanding of the financial, operational, technical, and regulatory environment across multiple businesses or develop excellent subject matter knowledge in critical areas of the business

• Write opinions reflecting relevant facts that lead to logical conclusions

• Escalate significant risks and loss exposures to appropriate levels of management

• Ensure documentation and reporting are ready for review by managers and more experienced managers

• Demonstrate credible challenge

• Evaluate and provide appropriate solutions for complex problems

• Lead multiple concurrent projects that are generally moderate to large in size and moderate to high in complexity

• Identify and assess key risks and controls and develop effective test plans for engagements as assigned with limited guidance

• Present audit results in an objective and unbiased manner

• Exhibit appropriate judgment regarding issue notification, issue draft findings to client management, and draft final audit reports

• Develop and maintain excellent business relationships within Internal Audit and with teams companywide

Required Qualifications:

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

Desired Qualifications:

• Experience leading audits

• Exposure to Supply Chain Management process (i.e., Strategic Sourcing, Third Party Program, Procure-to Pay)

• Experience at a financial institution or accounting firm

• A BS/BA degree or higher

• Solid knowledge and understanding of audit or risk methodologies and supporting tools

• Certification in one or more of the following: CPA, CAMS, CRCM, CIA, CISA or Commissioned Bank Examiner designation

• Ability to work effectively in a team environment and across all organizational levels

• Proven ability to effectively lead projects, collect and analyze data, develop and communicate recommendations and provide effective performance feedback to team members

• Well-developed planning, organizing and staff management skills

• Proven ability to work within deadlines and manage multiple tasks. Demonstrate excellent communication and ability to influence change

• Self-awareness, conflict resolution skills, individual accountability and a passion for learning are also critical

Job Expectations:

• Ability to travel up to 10% of the time

• This position does not offer Visa sponsorship

• Hybrid work schedule

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.