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Wells Fargo Senior Commercial Banking Portfolio Manager 
United States, North Carolina, Charlotte 
362644350

18.02.2025

About this role:

ells Fargo is seeking a Senior Commercial Banking Portfolio Manager.


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:

  • nCino/Salesforce loan underwriting experience
  • BLAST loan underwriting experience
  • 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

  • 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

  • Abilityto 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)


Job Expectations:

  • Ability to work a hybrid work schedule, in office 4 days a week
  • Ability to travel 5% of the time

2 Mar 2025


Wells Fargo Recruitment and Hiring Requirements:

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