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Wells Fargo Senior Commercial Banking Portfolio Manager 
United States, North Carolina, Charlotte 
850835598

Yesterday

About this role:

Group. This


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:

  • Complex Emerging Middle Market credit underwriting experience
  • Experience negotiating interest rates, price, terms, and collateral requirements
  • Knowledge and understanding of commercial banking products and services
  • Solid knowledge and understanding of commercial banking credit policy, loan servicing, risk management, and group underwriting requirements
  • 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:

  • This position does not support Visa Sponsorship
  • Ability to work 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

Job Locations:

  • 550 S Tryon St, Charlotte, NC 28202
  • 171 17th St NW Bldg 100, Atlanta, GA 30363

4 Apr 2025


Wells Fargo Recruitment and Hiring Requirements:

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