Wells Fargo Senior Commercial Banking Portfolio Manager 

United States, Massachusetts, Boston 

762708527

In this role, you will:

• Actively manage, maintain, and grow a middle market portfolio including underwriting, origination, documentation and on-going monitoring; all in adherence with applicable credit policies, procedures and compliance requirements
• Work with clients and prospects to understand complex credit needs and represent the bank in developing and maintaining client relationships
• Provide recommendations and write credit reports based on analysis of historical and projected financial performance, assessment of key risks and mitigants, management strength, and structural considerations.
• Identify opportunity for process improvements within scope of responsibilities or functional area
• Collaborate and consult with senior management, functional colleagues, internal partners, and stakeholders
• Train and mentor analysts and junior portfolio managers

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
• 4+ years of commercial real estate investment underwriting experience

Desired Qualifications:

• 4+ years of underwriting experience including advanced commercial or specialty group credit
• Bachelor’s Degree and/or Master’s Degree in Business, Accounting, or Finance
• Ability to thoroughly analyze credits on an independent basis and communicate findings in a concise manner
• Microsoft Excel experience including financial modeling
• Ability to work effectively, as well as independently, in a team environment
• Strong risk management and compliance skills
• Solid knowledge and understanding of credit policy, loan servicing, and group underwriting requirements
• Experience negotiating interest rates, price, terms, and collateral requirements
• Knowledge and understanding of commercial and specialty group banking products and services
• Excellent verbal, written, and interpersonal skills
• Strong analytical skills with high attention to detail and accuracy

Job Expectations:

• Ability to travel up to 10% of the time
• Ability to work a hybrid work schedule
• Position can report to any of the posted locations

Pay Range

$115,900.00 - $206,100.00

27 Feb 2025

Wells Fargo Recruitment and Hiring Requirements:

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