In this role, you will:
- Lead or participate in building and maintaining effective relationships with existing clients within their products or functional area, including sharing relevant information with coverage partners
- Review and analyze moderately complex business, operational, or technical challenges that require an in-depth evaluation of variable factors
- Independently review and analyze moderately complex client portfolios or partner with senior peers on more complex portfolios for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral and enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda
- Partner with coverage teams within the context of individual deals and client relationships to understand clients’ businesses, strategic objectives, operational priorities, and financial positions to identify and execute on opportunities for modifications, renewals, and refinancings
- Perform regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable
- Collaborate and consult with peers and functional partners to resolve client servicing requests and inquiries related to their product
- Independently resolve moderately complex situations while developing a sound understanding of policies, procedures, and compliance requirements to meet business objectives and partner with senior peers for more complex issues
- Partner with product management functional partners to provide feedback on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively
- Contribute to large-scale planning related to a given product and/or specialty’s business objectives
- Serve as a mentor for lower level staff
Required Qualifications:
- 4+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Bachelor's degree in Accounting, Finance or Business Administration
- Prior asset based lending experience in either portfolio underwriting or field exam
- Excellent verbal, written, and interpersonal communication skills
Job Expectations:
- This position is not eligible for Visa sponsorship
- This position requires a minimum of four days in the office
- Frequent interaction with customers and coverage partners with ability to travel up to 25% of the time
Pay Range
$122,200.00 - $217,200.00
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
22 May 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.