Senior Commercial Banking Portfolio Manager

Wells FargoChicago, IL
Hybrid

About The Position

Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager to support the Healthcare, Higher Education and Nonprofit lending team in Specialized Industries in Commercial Banking. This role involves participating in performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships within the Commercial Banking Portfolio Management functional area. The individual will review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors, resolve moderately complex issues, and lead the Commercial Banking Portfolio Management team to meet project deliverables. The role also includes collaborating and consulting with Commercial Banking Portfolio Management peers, colleagues, and mid-level managers to resolve issues and achieve goals, and leading projects and teams or serving as a mentor for less experienced individuals.

Requirements

  • 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

Nice To Haves

  • Experience in Healthcare, Higher Education and Nonprofit Lending sectors
  • Ability to quickly evaluate direct and operating exposure situations on short deadlines driven by the RFP process
  • Advanced credit structuring and portfolio analysis skills, with ability to evaluate complex and unique lending situations
  • Demonstrated experience leading cross functional initiatives involving Credit, Risk, Relationship Management, and Operations
  • Strong understanding of commercial credit policy, regulatory considerations, and risk rating methodologies
  • Proven ability to mentor and guide peers or junior portfolio managers in underwriting quality, portfolio monitoring, and credit decisioning
  • Strong communication skills, with ability to present complex credit findings and recommendations to leaders and credit partners

Responsibilities

  • 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

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

Senior

Education Level

No Education Listed

Number of Employees

5,001-10,000 employees

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