Expoint – all jobs in one place
Finding the best job has never been easier
Limitless High-tech career opportunities - Expoint

Wells Fargo Senior Commercial Banking Portfolio Manager 
United States, North Carolina, Charlotte 
834981805

29.05.2025

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


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:

  • Proven ability to manage client relationships and collaborate with cross-functional teams. Ability to thrive in a fast-paced, dynamic environment while managing multiple priorities.

  • 4+ years of experience as a commercial banking Portfolio Manager, with a focus on Middle Market C&I, Commercial Real Estate, and Investor Real Estate.

  • Strong expertise in loan origination, portfolio monitoring, financial modeling, credit underwriting, and risk analysis for complex commercial businesses.

  • Demonstrated leadership and mentorship capabilities. Excellent communication and presentation skills, with the ability to convey complex financial information clearly.

  • In-depth knowledge of industry standards, banking regulations, and compliance requirements.

  • Familiarity with the Bank's software and credit risk management tools.

  • Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field.

  • Completion of formal credit training program

Job Expectations:

  • This position is not eligible for Visa sponsorship

  • 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 Locations:

  • 550 S. Tryon, Charlotte, NC

12 Jun 2025


Wells Fargo Recruitment and Hiring Requirements:

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