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Wells Fargo Commercial Banking Portfolio Manager 
United States, North Carolina, Charlotte 
183230438

18.08.2024

It all begins with outstanding talent. It all begins with you.


In this role, you will:

  • Research complex credit investigations and diverse credit information for loans
  • Identify opportunity for process improvements within scope of responsibilities or functional area
  • Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables
  • Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
  • Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers
  • focused on managing a large and/or very complex credit portfolio of middle market account relationships
  • Responsibilities include working with senior management, relationship managers and credit to originate, monitor and grow middle market relationships. Accountable for credit underwriting and origination, portfolio monitoring, renewals and annual reviews, coordination of pricing, and for revenue growth, and relationship profitabilityManages and promotes the maintenance of a portfolio that adheres to all applicable credit policies and compliance requirements. Works with clients directly to understand credit needs and represents the bank in developing and maintaining client relationships. May periodically assist with office risk management duties and managing overall account relationships
  • Responsibilities may also include mentoring of analysts or junior portfolio managers


Required Qualifications:

  • 2+ 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:

  • Previous experience underwriting C&I (commercial and industrial), and IRE (investor real estate)
  • Experience completing commercial annual loan renewals and reviews
  • 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 credit policy, loan servicing, risk management, and group underwriting requirements
  • Previous experience using Blast or Creditview
  • Demonstrated experience showing attention to detail, self-motivation and the ability to independently problem solve

Job Expectations:

  • Ability to travel up to 10% of the time

Pay Range

$84,000.00 - $179,200.00

future. Visitfor an overview of the following benefit plans and programs offered to employees.

  • 401(k) Plan
  • Paid Time Off
  • Parental Leave
  • Critical Caregiving Leave
  • Discounts and Savings
  • Health Benefits
  • Commuter Benefits
  • Tuition Reimbursement
  • Scholarships for dependent children
  • Adoption Reimbursement

25 Aug 2024


Wells Fargo Recruitment and Hiring Requirements:

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