Commercial Banking Portfolio Manager

Wells Fargo BankSan Francisco, CA
9h$85,000 - $145,000Hybrid

About The Position

About this role: Wells Fargo is seeking a Commercial Banking Portfolio Manager within our Commercial Banking group. This is a great opportunity to work with one of the top commercial banking lenders in the U.S. Learn more about the career areas and lines of business at wellsfargojobs.com. #commercialbanking In this role, you will: Research complex credit investigations and diverse credit information for loans Identify opportunity for process improvements within scope of responsibilities or functional area Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers

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

Nice To Haves

  • Experience with Commercial & Industrial (C&I) loan underwriting
  • Credit underwriting experience including commercial Middle Market / Mid-Corp credit or specialty group relationship portfolio credit
  • Strong analytical skills and the ability to spread, analyze perform in depth commercial financial statement analysis
  • Demonstrated experience showing attention to detail, self-motivation, and the ability to independently problem solve
  • Ability to understand and review loan documentation
  • Experience / ability working in a high paced environment, with strong organizational, multi-tasking, and prioritizing skills
  • Ability to work in a highly collaborative work environment
  • Excellent verbal, written, and interpersonal skills, with experience effectively working and communicating with internal partners both in person and remotely
  • Microsoft Office skills, including using Excel for financial analysis and projection modeling
  • Ability to work a hybrid work schedule
  • Specific compliance policies may apply regarding outside 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

Responsibilities

  • Research complex credit investigations and diverse credit information for loans
  • Identify opportunity for process improvements within scope of responsibilities or functional area
  • Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables
  • Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
  • Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers

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

Education Level

No Education Listed

Number of Employees

5,001-10,000 employees

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