Mid-Corporate Financial Analyst Central Region (Commercial Banking Portfolio Manager)

About the position

Wells Fargo is seeking a Mid-Corporate PM Analyst in Commercial Banking to work in partnership with small deal teams that provides research, analysis, and underwriting to prepare recommendations to extend credit and monitor existing credit relationships. In this role, you will research complex credit investigations and diverse credit information for loans, identify opportunities for process improvements, review and identify operational assignments, present recommendations for resolving complex situations, and collaborate with internal and external stakeholders.

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
• Present recommendations for resolving complex situations and exercise independent judgement
• Collaborate and consult with functional colleagues, internal partners, and stakeholders

Requirements

• 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through work experience, training, military experience, education

Nice-to-haves

• Knowledge and understanding of credit policy, loan servicing, risk management and group underwriting requirements
• Strong knowledge and understanding of risk management and complex credit executions related to acquisition financing and bridge underwriting
• Knowledge and understanding of negotiating interest rates, price, terms, and collateral requirements for leveraged transactions
• Knowledge and understanding of commercial or specialty group lending, loan servicing, products, and credit practices
• Knowledge and understanding of debt and equity capital markets
• Strong credit analysis skills of leveraged credits
• Experience originating, structuring, and executing bank lending transactions for critical or complex clients
• Experience with nCino
• Advanced experience with MS Excel

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