In this role, you will:
- Research complex financial and credit information for commercial business, or high net worth customer loan packages, according to business unit standards within Commercial Banking Portfolio Management functional area
- Review basic issues, policies, or procedures for which answers can be quickly obtained, related to low to medium risk tasks and deliverables
- Underwrite loans with aggregate credit exposure based upon approved credit authority limits
- Investigate credit standards and determine credit worthiness of high net worth loans
- Receive direction from supervisor and exercise independent judgement while developing understanding of function, policies, procedures, and compliance requirements
- Collaborate and consult with managers, functional colleagues, and stakeholders including internal as well as external customers
Required Qualifications:
- 6+ months 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:
- Bachelors/Masters degree in Commerce, Finance, Accounting or related fields. MBA Finance preferred.
- Experience in credit analysis, risk management or related areas in banking or financial services.
- Basic to intermediate level of knowledge on financial statements, financial ratios, lending documents, covenants and cash flow assessment.
- Intermediate proficiency in Excel, including working with linked spreadsheets and formulas
- Basic understanding of regulatory framework and credit policy is recommended.
- Strong communication and documentation skills
10 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.