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:
- Underwriting experience including advanced commercial or specialty group relationship portfolio credit and leveraged credits
- Experience originating, structuring, and executing bank lending transactions and other credit related products, for critical or complex clients
- Knowledge and understanding of risk management and complex credit executions related to acquisition financing and bridge underwriting
- Strong analytical skills including analyzing complex data
- Ability to perform in depth commercial financial statement analysis
- Knowledge and understanding of debt and equity capital markets
- Advanced Microsoft Office skills, including using Excel for financial analysis and projection modeling
- Excellent verbal, written, and interpersonal skills, including ability to present to decision makers and customers in a professional and confident manner
- Experience with nCino
- A BS/BA degree or higher
Job Expectations:
- Ability to travel up to 10% of the time
- Visa Sponsorship not available for this position
- This position offers a hybrid work schedule
- Specific compliance policies may applyregardingoutside 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 Location:
- 550 S Tryon St., Charlotte, NC
- 3100 West End Ave., Nashville, TN
- 100 N 18th St., Philadelphia, PH
Pay Range
$96,600.00 - $188,900.00
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
13 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.