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Wells Fargo Senior Commercial Banking Portfolio Manager United States, California, West Covina 501037859
Yesterday
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
Job expectations:
- This position is not eligible for Visa sponsorship
- This position offers a hybrid work schedule
- Specific compliance policies may applyregardingoutside 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
- Ability to travel up to 5%of the time
Job Location:
- 1000 Lakes Dr Ste 100, West Covina, CA
- 2700 S Price Rd., Chandler, AZ
- 333 S Grand Ave., Los Angeles, CA
Pay Range
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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