In this role, you will:
- Manage and oversee credit aspects of a broad portfolio of C&R companies. VPs will have an assigned portfolio of lead PM names and also will support senior portfolio managers on large, complex borrowing relationships as well as refinances, amendments, and new borrower requests.
- Perform detailed credit, financial statement analysis, industry analysis and projection modeling to ensure accurate and timely monitoring, risk ratings, covenant compliance, watchlist updates, recognition of potential problems loans of leveraged credit portfolio
- Lead coordination and execution of loan booking, closing, legal documentation, compliance requirements, and final credit memos
- Partner with senior banker to prepare and present portfolio updates as needed to senior leadership, risk management and coverage partners
- Partner with Corporate Banking Relationship Management, Industry Coverage and Debt Capital Markets Bankers, and other product partners to support client coverage needs related to credit products. Lead credit analysis support and execution to grow relationships through products such as rates/fx/operating exposure for cash management. Engage with clients as needed
- On-going coordination and partnership with C&R Independent Risk Management related to borrower and/or portfolio needs
- Assist with coordination and preparation for borrower/portfolio reviews and responses for internal and external exams
- Train and mentor team Associates and Analysts
- Responsible for adherence to all Wells Fargo credit policies and procedures. Review and interpret credit policies and procedures and incorporate requirements into credit analysis, observations and lending recommendations
Required Qualifications:
- 5+ years of Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- CIB Portfolio Management experience, experience with C&R sectors/subsectors (e.g. Consumer Products, Retail, Food and Beverage), merger and acquisition financing, and/or leveraged lending
- Experience with training and development of junior team members
- Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
- Ability to navigate within a large and complex organization
- Experience building partnerships and consulting effectively with leadership
- Strong communication and presentation skills
- Strong credit and technical skills
- Ability to work from the Charlotte office preferred
Base Salary: $175000-200,000
This role is bonus eligible
Charlotte, NC
New York, NY
Pay Range
$120,400.00 - $287,600.00
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
13 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.