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Wells Fargo Commercial Banking Portfolio Manager - Franchise Finance United States, California, Carlsbad 506324154
In this role, you will:
Review and model client and prospect financial statements that require an in-depth evaluation of multiple factors
Participate in financial research, underwriting, and structuring of complex banking relationships
Analyze and report industry and portfolio trends
Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid-level managers to resolve issues, grow within the role and achieve goals
Become an expert in various systems used in Commercial Banking
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 in lending to the restaurant industry
Demonstrated ability to build effective relationships to enable business growth
High level of initiative and accountability working in a fast-paced deadline driven environment
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
Bachelor’s degree in accounting, finance, or business
Job expectations:
This position is not eligible for Visa sponsorship
This position offers 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. Information will be shared about expectations during the recruitment process
Ability to travel up to 10% of the time
Location:
1808 Aston Avenue Carlsbad, California 92008
8601 North Scottsdale Road - Scottsdale, Arizona 85253
550 South Tryon Street - Charlotte, North Carolina 28202
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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