Wells Fargo Lead CIB Portfolio Manager - VP FIG 

United States, North Carolina, Charlotte 

160306501

In this role, you will:

• Manage and oversee credit aspects of a broad portfolio of insurance companies. Vice President Portfolio Managers oversee and credit manage an assigned portfolio of clients and also support Managing Director and Executive Director Portfolio Managers on lead credit roles, complex, and/or multiple touchpoint relationships in executing new credit transactions as well as refinancings, amendments, and new requests for treasury management services and market products.
• Perform detailed credit, financial statement analysis, industry analysis and projection modeling to ensure accurate risk assessments, timely monitoring of performance trends, validating risk ratings, monitoring covenant compliance, as well as adherence to policy and regulatory requirements to include those connected with leveraged credit extensions.
• Lead the review and negotiation of legal documentation in partnership with internal and external counsel.
• Direct and coordinate colleagues in the execution of loan booking, closing, and compliance requirements.
• Contribute to and lead credit focused projects, partnering with Portfolio Managers, Corporate Banker Relationship Management, Analysts, and Associates. Engage with internal and external auditors and examiners and assist with the preparation of internal and external exam processes.
• Prepare and present updates on loan portfolio and insurance subsector trends to senior leadership, risk management, and coverage partners.
• Partner with Corporate Banking Relationship Management, Investment Banking Insurance Coverage, Debt Capital Markets colleagues, Financial Institutions Independent Risk Management, and other product partners to support all client coverage needs related to credit risk products.
• Lead and contribute to due diligence meetings with client contacts in support of the delivery of new products or services or expanding existing business with clients.
• Train and mentor Financial Institutions 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, risk assessments, and risk and rating 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:

• Portfolio Management experience with large corporate clientele.
• Experience in corporate banking portfolio management and underwriting.
• Experience with credit managing Insurance, Insurance Services, Depository Institutions, and/or Financial Institution sectors/subsectors.
• Experience with supporting lead credit role relationships, merger and acquisition financing, and/or leveraged lending financings.
• ​Experience with negotiating credit agreements and legal documentation for market products.
• Experience with serving as a peer mentor while training and developing less tenured colleagues.
• History of exercising sound judgment and making timely decisions in a fast-paced and results-driven environment.
• Strong communication and presentation skills.
• Strong credit and technical skills and accounting knowledge.
• Experience in building partnerships, collaborating across lines of business, and effectively communicating at all levels of an organization.

Job Expectations:

• Relocation assistance is not available for this position.
• This position is not eligible for Visa sponsorship
• Position will require onsite presence from any of the required locations listed

• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 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.