דרושים Admin Portfolio Real Estate Leader ב-Wells Fargo ב-United States, New York

In this role, you will:

• Research complex credit investigations and diverse credit information for loans
• Identify opportunity for process improvements within scope of responsibilities or functional area
• Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables
• Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
• Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers

Required Qualifications:

• 2+ 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 complex credit, underwriting, and debt structure for Investment Real Estate clients and prospects
• Completion of a formal credit training program
• Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
• Experience in swiftly adopting and executing change management to enable business growth
• Experience developing and maintaining external and internal partnerships
• Experience identifying and mitigating risk, ensuring compliance with processes and procedures
• nCino experience a plus
• Excellent verbal, written, and interpersonal communication skills
• Bachelor’s degree in accounting, finance, or business

Job Expectations:

• Ability to travel up to 5% of the time
• Ability to work a hybrid work schedule
• This position does not support 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

Job Locations:

• 99 Wood Ave South - Iselin, NJ
• 51 JFK Parkway - Short Hills, NJ
• 2500 Westchester Avenue - Purchase, NY
• 58 Service Road South - Melville, NY
• 125 High Street - Boston, MA
• 1 Citizens Plaza - Providence, RI

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:

• Provide vision and set direction for strategic cross-border and international multi-business line initiatives
• Drive growth in revenue and the international footprint through the identification of synergies with Business Execution companywide
• Provide thought leadership to develop and implement strategic solutions to highly complex and potentially companywide business challenges through optimization of resources
• Analyze and develop business execution solutions to address complex international business challenges
• Lead a team of managers to develop long-term strategies, policies, and process advancements for the purpose of operational excellence and process efficiency in order to achieve business objectives
• Collaborate with and influence management regarding significant trends and issues, and recommend appropriate strategies or actions
• Drive, manage, and support internal communications and forums to encourage and enable collaboration and cultural evolution initiatives, as required or directed by the Chief Executive Officer and Chief Operating Officer
• Manage allocation of people and financial resources for Business Execution
• Develop and guide a culture of talent development to meet business objectives and strategy

Required Qualifications:

• 8+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 4+ years of management experience

Desired Qualifications:

• Broad/deep experience in site selection, real estate transactions, real estate property management, construction management, and/or distribution strategy preferably with a national corporation
• Strong understanding of global trends and practices in real estate
• Financial services experience
• Must be able to demonstrate true results in impacting business outcomes and must be an innovative leader
• Demonstrated experience and comfort leading/partnering in a highly matrixed organization with positive results
• Self-starter, with a proven ability to think both strategically and tactically, diagnose opportunities and implement operationally, often in ambiguous environments
• Ability to handle multiple priorities and work to tight deadlines, coupled with a commitment to the highest quality standards and an eye for detail
• Team player, with the ability to gain confidence and trust at all levels of the organization, leveraging networks and overall strength of the enterprise
• Proven change management experience with solid decision making skills and analytical ability
• Proven strong relationship management skills and demonstrated success in building partnerships, collaborating and influencing at senior levels across lines of business as well as with corporate partners
• Excellent people management experience including coaching, teaching and mentoring of employees
• Exceptional verbal and written communication, time management and presentation skills with a leadership presence

Job Expectations:

• Travel as needed

Overview:

• New role reporting to Head of Corporate Properties due to increased need to centralize functions that support Admin assets in CPG.
• Oversee all strategy around leasing (new leases and renewals), purchases for admin buildings.
• Oversee all new office construction and major remodels. Would oversee approval of the estimate of capital investment; would deliver the approved solution and manage the financial outcome.
• Primary interface with LOBs in management of real estate activities. Work as a team member on strategy development and oversight of the annual leasing and project plans. Maintain controls over spend and assure third party resources are used effectively and in a timely manner to support excellent execution of the multi-year plan and strategy. Manage the relationship with the third-party providers.

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:

• Research complex credit investigations and diverse credit information for loans
• Identify opportunity for process improvements within scope of responsibilities or functional area
• Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables
• Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
• Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers

Required Qualifications:

• 2+ 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 complex credit, underwriting, and debt structure for clients with annual revenue of $100MM to $2B
• Completion of a formal credit training program
• Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
• Experience in swiftly adopting and executing change management to enable business growth
• 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
• Experience with nCino a plus
• Bachelor’s degree in accounting, finance, or business

Job Expectations:

• Ability to travel up to 5% of the time
• Ability to work a hybrid work schedule
• This position does not support 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

Job Locations:

• 99 Wood Ave South - Iselin, NJ
• 51 JFK Parkway - Short Hills, NJ
• 2500 Westchester Avenue - Purchase, NY
• 58 Service Road South - Melville, NY
• 125 High Street - Boston, MA
• 1 Citizens Plaza - Providence, RI

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:

• Participate in building and maintaining effective relationships with existing clients within their products or functional area, including sharing relevant information with coverage partners and senior peers
• Review and analyze basic business, operational, or technical assignments or challenges that require research, evaluation, and selection of alternatives, and exercise independent judgment to guide medium risk deliverables
• Participate or provide support to review and analyze low to moderately complex client portfolios for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral and enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda
• Present recommendations for resolving low to moderately complex situations and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements
• Partner with senior peers within the context of individual deals and client relationships to develop inquiries or identify gaps to support the understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions to identify and execute on opportunities for modifications, renewals, and refinancings
• Participate in regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable
• Partner with product management functional partners to provide feedback on the use of tools to deliver credit solutions more effectively, meeting client and market needs
• Collaborate and consult with senior peers and functional partners to resolve client servicing requests and inquiries related to their product
• Contribute to functional area planning related to a given product

Required Qualifications:

• 2+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Bachelor's degree in accounting, business, economics, finance or related field
• 1+ year of Commercial Banking or ABL experience
• Loan and Portfolio Monitoring and Administration experience
• Experience in client facing role with focus on problem solving and/or client experience
• Advanced experience in MS Office suite of products
• Strong analytical skills with high attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skills
• Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
• Energetic, quick learner, positive attitude, self-motivated
• Ability to work independently, organizing and managing multiple priorities

Job Expectations:

• Ability to travel up to 10% of the time
• Ability to work 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.

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:

• Manage and oversee credit aspects of a broad portfolio of sponsor-owned portfolio companies across multiple industries. VPs will have an assigned portfolio as the primary Portfolio Manager.

• Perform detailed credit, financial statement analysis, industry analysis and projection modeling to ensure accurate and timely and accurate monitoring, accurate risk ratings, covenant compliance, watchlist updates, recognition of potential problems loans of leveraged credit portfolio

• Lead coordination and execution of loan booking, closing, legal documentation and compliance requirements

• Partner with Leverage Underwriting and Sponsor Coverage to execute on final credit memos and loan documentation

• Prepare and present portfolio updates as needed to senior leadership, risk management and coverage partners.

• Partner with Sponsor Coverage, Corporate Banking Relationship Management and Industry Bankers to support client coverage needs related to credit products. Lead credit analysis support and execution to grow relationships through products such as rates/fx/operating exposure for cash management. Engage with clients as needed.

• Assist with credit process for refinances and amendments, as needed, in partnership with Sponsor Coverage and Leveraged Underwriting

• On-going coordination and partnership with Sponsor Independent Risk Management related to borrower and/or portfolio needs

• Assist with coordination and preparation for borrower/portfolio reviews and responses for internal and external exams

• Train and mentor team Associates and Analysts

• Responsible for adherence to all Wells Fargo credit policies and procedures. Review and interpret credit policies and procedures and incorporate requirements into credit analysis, observations and lending recommendations

Required Qualifications:

• 5+ years of Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• CIB Portfolio Management experience, experience with leveraged lending, experience with Sponsor Portfolio Management

• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment

• Ability to navigate within a large and complex organization

• Experience building partnerships and consulting effectively with leadership

• Strong communication and presentation skills

• Strong credit and technical skills

Posting Locations:

• 500 W 33rd St., New York, NY

• 550 S Tryon St., Charlotte, NC

Base Pay:

• Base pay range for this position in New York City is $175,000-$200,000

• May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards.

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

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.

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.

Commercial Real Estate Overview

Commercial Real Estate provides a fully integrated platform of banking, financing, and capital markets as well as financial products and services to clients including financial sponsors, institutional investors, asset managers, regional developers, and public and private corporations. We've built the strongest commercial real estate lending platform in the industry.

• Real Estate Banking
• Specialty Real Estate Finance (Hotels/Leisure, Data Centers, Seniors Housing, Manufactured Housing)
• Community Lending and Investment (Debt & Equity in Affordable Housing)
• Multifamily Capital (GSE Lending)
• Real Estate Syndicated Finance
• Real Estate Securitization & Capital Markets (Securitization and Lending)

WHAT THE PROGRAM OFFERS

You will work closely with the senior bankers in your office to underwrite real estate and develop a deep understanding of market fundamentals and borrower’s balance sheet profiles. You will also assist senior bankers when they meet with their clients on a regular basis to ensure we continue to meet their needs and to identify future opportunities. You will become an integral part of your office’s team and have the opportunity to assume a significant amount of responsibility that may include:

• Assembling complex financial models that project the potential financial performance of an asset as well as underwriting risks associated with market demand, supply, net effective rents, expenses, capitalization rates, and tenant quality.
• Researching specific real estate markets and assessing market data and trends affecting demand generators, risk presented by new supply, and comparable properties.
• Identifying credit issues early in the underwriting process and recommending ways to reduce exposure.
• Preparing borrower/guarantor financial reviews as well as writing memorandums focused on a borrower’s and guarantor’s adjusted net worth, leverage, liquidity, and other key risk factors, including cash flows and ability to service debt.
• Assist in developing pitches for prospective clients, create due diligence reports and track transaction and market data on an ongoing basis.
• Assist in developing all transaction documents including term sheet, offering memorandum and collateral data tape.
• Reviewing and assisting in the development of loan agreements and ancillary documents related to the closing of a transaction.
• Participating in property tours and site visits to develop a deeper understanding of the viability of the real estate and the related transaction.
• Engaging vendors to facilitate ordering and analyzing third-party reports, including appraisals, property condition reports, environmental reports, and costing analyses.

This is a 2-year program with a program start date of July 2026.

Pay Range:

• New York: $100,000 - $110,000 Annually

REQUIRED QUALIFICATIONS:

• 6+ months of Commercial Real Estate Relationship Management - Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

DESIRED QUALIFICATIONS:

CIB Commercial Real Estate Analysts must demonstrate a combination of academic aptitude, quantitative skills and personal motivation. It is preferred that your background includes:

• Knowledge and understanding of financial markets
• Strong analytical skills with high attention to detail and accuracy
• Ability to be proactive, innovative and creative in meeting customer and enterprise needs
• Ability to initiate action, make difficult decisions, and generate creative solutions
• Ability to interact with integrity and a high level of professionalism with all levels of team members and management
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Ability to shift priorities as workflow/volume dictates
• Ability to take on a high level of responsibility, initiative, and accountability
• Ability to work effectively in a team environment
• Good verbal, written, and interpersonal communication skills
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
• A BS/BA degree or higher with an expected graduation in December 2025 or May/June 2026

This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17fof a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

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.

About this role:

This role requires a thorough understanding of factoring from a portfolio and customer credit perspective and the ability to communicate decisions efficiently and effectively.

In this role, you will:

• Deliver results that align with Commercial Banking and Commercial Banking line of business priorities and that satisfy Commercial Banking stakeholders and Wells Fargo’s risk management priorities and commitments.
• Strategically collaborate with portfolio team and customer credit to resolve client issues and achieve business objectives.
• Evaluates credit actions according to applicable regulations, procedures, and guidelines. Reviews financial statements, communicates with clients or account debtors, and performs analysis to be used in credit decisions.
• Utilize delegated credit approval authority to perform credit decisioning on individual credit orders.
• Communicate and coordinate with portfolio, customer credit, collections, external counsel, clients, and account debtors to effectively manage customer credit risk while satisfying client needs.
• Proactively monitor account debtor exposure trends (i.e. financials, risk ratings, trade reports, industry reports, and payment trends).
• Review legal documentation such as letters or credit, non-disclosure agreements, cash collateral agreements, and cross-corporate guarantees to ensure applicable terms, and requirements are incorporated and adhered to.
• Provide guidance to junior associates on credit and industry trends, and product knowledge as applicable.

Required Qualifications:

• 5+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 5+ years of relevant experience in factoring, or credit management and analysis earned in a banking setting or shared service environment
• Solid credit acumen with the ability to understand client financials and structure appropriate credit solutions
• Strong relationship management skills, with a proven ability to expand, grow, and retain client relationships
• Excellent verbal, written, and interpersonal communication skills.
• Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important.

Job Expectations:

• May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards
• Ability to work on-site at one the posted work location

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.