Senior Commercial Banking Portfolio Manager

Wells FargoPortland, OR
$100,000 - $196,000Hybrid

About The Position

Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager for clients with annual revenue of $100MM to $2B as part of the Commercial Bank. In this role, you will participate 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. You will review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors. You will resolve moderately complex issues and lead the Commercial Banking Portfolio Management team to meet project deliverables, while leveraging a solid understanding of the function, policies, procedures, and compliance requirements. You will collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid-level managers to resolve issues and achieve goals. You will also lead projects and teams or serve 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
  • 4+ years of commercial underwriting experience
  • Loan negotiation (rates, terms, and collateral requirements) experience
  • Underwriting experience including advanced commercial or specialty group relationship portfolio credit
  • Extensive knowledge and understanding of credit policy, loan servicing, risk management and group underwriting requirements
  • Knowledge and understanding of commercial and specialty group banking products and services
  • Formal credit training
  • Intermediate Microsoft Office skills
  • Strong analytical skills including analyzing complex data
  • Excellent verbal, written, and interpersonal communication skills
  • A BS/BA degree or higher

Nice To Haves

  • Previous experience using nCino

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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