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:
- MBA Finance/Master's in Finance/Commerce
- Experience in assessing credit worthiness of the borrowers based on qualitative and quantitative factors.
- Ability to read & analyze financialstatements.
- Should be able to handle subjectivity in the financial analysis and substantiate with reasons.
- Excellent communication skills.
- Excellent knowledge of MS office application.
- Ability to work quickly & accurately while maintaining acceptable standards of workmanship.
- Flexibility to work in different shifts.
Job Expectations:
- Responsible for performing financial analysis, calculating financial covenants, calculating yield, performing revenue analysis and preparing the financing memorandum
30 Jul 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.