Wells Fargo Senior Lead Commercial Real Estate Relationship Manager 

United States, North Carolina, Charlotte 

24528563

In this role, you will:

• Underwrite and manage a portfolio of commercial real estate facilities and clients
• Incorporate analysis into well written credit approval memorandums for review by management and senior credit officers
• Analyze financial statements of commercial real estate non-bank lenders fordiscussion/presentationto senior management and credit supporting client relationships
• Conduct reviews of clients’ annual and quarterly financial statements as well as evaluate credit ratings
• Spread financials, as well as monitor covenant compliance, news and related press releases in order to assess the financial strength of clients
• Underwrite commercial real estate loans to be financed on repurchase facilities
• Review client loan due diligence packages, including investment memos, third party reports, market information, sponsor financials, etc.
• Prepare asset approval forms for new transactions, spread asset level operating statements, and other applicable tasks for new transactions as well as update underwriting database
• Coordinate reviews of third-party reports with the internal review team
• Perform any requested ad hoc tasks for new and existing clients, required reporting and special projects that arise
• Oversee weekly pipeline updates as well as tracking of deal progress and timing
• Determine appropriate strategy and actions to meet moderate to high-risk deliverables
• Assist in leading the team to achieve business objectives and strategy
• Identify and recommend opportunities for process improvement and risk control development
• Interpret policies, procedures, and compliance requirements

Required Qualifications:

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

Desired Qualifications:

• Experience underwriting all major commercial real estate property types including office, multifamily, industrial, retail, hospitality, etc.
• Prior corporate underwriting experience
• Ability to develop partnerships and collaborate with other business and functional areas
• Outstanding analytical, problem solving and decision-making skills, meticulous attention to detail, and proficiency in financial analysis
• Outstanding communication skills
• Intermediate Microsoft Office (Word, Excel, and Outlook) skills including some advanced finance and accounting Excel functions
• Extensive technical writing skills
• A BS/BA degree or higher

Job Expectations:

• Ability to travel up to 10% of the time
• Ability to work additional hours as needed

Posting Locations:

• 550 South Tryon, Charlotte NC

Required locations listed above. Relocation assistance is not available for this position.

This position is not eligible for Visa sponsorship.

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 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.

4 Apr 2025

Wells Fargo Recruitment and Hiring Requirements:

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