Wells Fargo Commercial Banking Portfolio Manager 

United States, Texas, Houston 

257561603

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

In this role, you will:

• Serve as a key member of a client’s deal team.

• Underwrite and perform and risk analysis on complex relationships within the Commercial Banking Portfolio Management functional area

• Review and analyze business financial statements that require an in-depth evaluation of multiple factors

• Address key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral, and repayment sources as part of the underwriting process

• Analyze and review the transaction structure as part of the underwriting package

• Evaluate and monitor customer collateral and adherence to loan requirements

• Resolve moderately complex issues in conjunction with the 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 Relationship Managers, Legal, various Capital Market product partners and the broader Commercial Banking Portfolio Management peers, colleagues, and mid-level managers to resolve issues and achieve goals

Required Qualifications:

• 2+ years of secured or specialized lending portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Complex credit underwriting experience including advanced commercial Middle Market / Mid-Corp credit or specialty group relationship portfolio credit

• Strong analytical skills and the ability to spread, analyze perform in depth commercial financial statement analysis

• Demonstrated experience showing attention to detail, self-motivation, and the ability to independently problem solve

• Ability to understand, review and negotiate loan documentation

• Experience / ability working in a high paced environment, with strong organizational, multi-tasking, and prioritizing skills

• Abilityto work in a highly collaborative work environment

• Excellent verbal, written, and interpersonal skills, with experience effectively working and communicating with internal partners both in person and remotely

• Strong Microsoft Office skills, including using Excel for financial analysis and projection modeling

• BS/BA degree or higher (preferably major in Finance/Accounting)

14 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.