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
Required Qualifications for Europe, Middle East & Africa only:
- Experience in Commercial Banking Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Complex credit underwriting experience including advanced commercial/Middle Market credit or real estate investment portfolio credit
Experience negotiating interest rates, price, terms, and collateral requirements
Knowledge and understanding of commercial and specialty group banking products and services
Solid knowledge and understanding of commercial banking credit policy, loan servicing, risk management, and group underwriting requirements
Experience working in Creditview and/or Ncino
Intermediate Microsoft Office (Word, Excel, and Outlook) skills
Strong analytical skills with high attention to detail and accuracy
Excellent verbal, written, and interpersonal communication skills
Job Expectations:
- Ability to work a hybrid work schedule
* May be considered for a discretionary bonus, Restricted Share Rights, or other long-term incentive awards.
Pay Range
$96,600.00 - $188,900.00
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
7 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.