bout this role:
Wells Fargo is seeking a Commercial Banking Portfolio Associate. This job is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. Serves as a key member of a client’s deal team.
In this role, you will:
- Research complex financial and credit information for commercial business, or high net worth customer loan packages, according to business unit standards within Commercial Banking Portfolio Management functional area
- Review basic issues, policies, or procedures for which answers can be quickly obtained, related to low to medium risk tasks and deliverables
- Underwrite loans with aggregate credit exposure based upon approved credit authority limits
- Investigate credit standards and determine credit worthiness of high net worth loans
- Receive direction from supervisor and exercise independent judgement while developing understanding of function, policies, procedures, and compliance requirements
- Collaborate and consult with managers, functional colleagues, and stakeholders including internal as well as external customers
Required Qualifications:
- 6+ months of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Job Expectations:
Partner/Stakeholder management.
Escalation, Query & Specialized Industry handling.
Handle the queries both internal and external and be available for all the process related calls and meetings.
Execute Management Reports like MIS, Volume Analysis, Capacity plan Etc.
Process Improvement Initiatives.
Core banking & loan Operations experience (Overall 8-10 yrs.).
Proficiency in Microsoft (Excel, PowerPoint, Word
Analytical and problem-solving skills.
erform all 4 skills (QC, project management, coaching, & training).
Process all industries across the credit spreading portfolio.
SOP creation & Subject matter expertise
Trainer (Train the Trainer certified) & Coach
Provide effective feedback
Rating Highand Above
Excellent Comprehension skills
Strong Risk Mindset
Audit and Risk Call management.
Identify RISKs proactively and highlight them to the stake holders.
Drive RCSA controls and ensure escalations are handled accurately and timely.
24 Aug 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.