Commercial Banking Portfolio Manager - Franchise Finance
About The Position
Wells Fargo is seeking a Commercial Banking Portfolio Manager in Franchise Finance for the Restaurant and Convenience Store segment as part of the Commercial Bank. In this role, you will review and model client and prospect financial statements that require an in-depth evaluation of multiple factors. You will participate in financial research, underwriting, and structuring of complex banking relationships. You will also analyze and report industry and portfolio trends. Additionally, you will collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid-level managers to resolve issues, grow within the role, and achieve goals. You will become an expert in various systems used in Commercial Banking.
Requirements
- 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Bachelor’s degree in accounting, finance, or business
Nice To Haves
- Experience in lending to the restaurant industry
- Experience with complex credit, underwriting, and debt structure for clients with annual revenue of $25MM to $2B
- Completion of a formal credit training program
- Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
- Experience in swiftly adopting and executing change management to enable business growth
- Experience developing and maintaining external and internal partnerships
- Experience identifying and mitigating risk, ensuring compliance with processes and procedures
- Excellent verbal, written, and interpersonal communication skills
Responsibilities
- Review and model client and prospect financial statements that require an in-depth evaluation of multiple factors
- Participate in financial research, underwriting, and structuring of complex banking relationships
- Analyze and report industry and portfolio trends
- Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid-level managers to resolve issues, grow within the role and achieve goals
- Become an expert in various systems used in Commercial Banking
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
