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:
- Experience with credit analysis of municipal entities
- Interest in covering wide range of public finance sectors including transportation, utilities and housing
- Experience working on Government credits: specifically, credit underwriting and origination, portfolio monitoring, renewals, and annual reviews and assigning and/or affirming the Borrower’s credit quality (BQR and CQR)
- Conducting medium to complex credit investigations, analyzing credit information for direct credit and treasury products
- Servicing assigned portfolio with emphasis on timeliness and urgency coupled with accuracy; ability to prioritize and support new customer acquisition
- Ensuring effective and efficient monitoring of credit and operating exposure consistent with the risk profile; makes appropriate and timely grading recommendations; and escalates credit, operational, reputation, and compliance risks
- Solid knowledge and understanding of commercial banking credit policy, loan servicing, risk management, and group underwriting requirements
- Strong analytical skills with high attention to detail and accuracy
- Excellent verbal, written, and interpersonal communication skills
Job Expectations:
- Ability to travel up to 10% of the time
- 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
- 1700 Lincoln St - Denver, CO 80203
- 150 E 42nd - New York City, NY 10017
- 125 High Street - Boston, MA 02110
- 10 S Wacker - Chicago, IL 60606
Charlotte – Pay Range: $96,600 - $171,800
Atlanta – Pay Range: $96,600 - $171,800
Denver – Pay Range: $96,600 - $171,800
Chicago – Pay Range: $106,300 - $188,900
New York – Pay Range: $115,900 - $206,100
Boston – Pay Range: $115,900 - $206,100
May be considered for a discretionary bonus, Restricted Share Rights, or other long-term incentive awards.
Pay Range
$96,600.00 - $206,100.00
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
29 May 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.