Senior Commercial Banking Portfolio Manager

Wells Fargo•Boston, MA

10d•$100,000 - $196,000•Hybrid

About The Position

Wells Fargo is seeking a Senior Portfolio Manager to join its Credit Execution Team within the Commercial Bank, focusing on the Middle Market segment. The position manages a complex credit portfolio that includes Commercial & Industrial (C&I), Commercial Real Estate, and Investor Real Estate relationships. The role supports long-term financial objectives while ensuring sound risk management and serves as a key member of client deal teams, contributing to credit underwriting, portfolio growth, and client relationship management. The Senior Portfolio Manager also mentors junior team members and collaborates with internal and external stakeholders. The role involves conducting financial research, underwriting, and structuring for complex relationships; evaluating business financial statements and tax returns; resolving issues and leading projects; and collaborating with peers, colleagues, and managers. The position follows applicable risk, compliance, and company policies. It offers a hybrid work schedule and is not eligible for visa sponsorship. Work locations are Charlotte, North Carolina; Boston, Massachusetts; Minneapolis, Minnesota; Irving, Texas; and Atlanta, Georgia.

Requirements

At least 4 years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through work experience, training, military experience, or education.

Nice To Haves

Ability to manage client relationships and collaborate with cross-functional teams.
Ability to thrive in a fast-paced, dynamic environment while managing multiple priorities.
At least 4 years of commercial banking Portfolio Manager experience focused on Middle Market C&I, Commercial Real Estate, and Investor Real Estate.
Strong expertise in loan origination, portfolio monitoring, financial modeling, credit underwriting, and risk analysis for complex commercial businesses.
Leadership and mentorship capabilities.
Excellent communication and presentation skills, including the ability to explain complex financial information clearly.
In-depth knowledge of industry standards, banking regulations, and compliance requirements.
Familiarity with the Bank's software and credit risk management tools.
Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field.
Completion of a formal credit training program.

Responsibilities

Manage a complex credit portfolio, including C&I, Commercial Real Estate, and Investor Real Estate relationships.
Support long-term financial objectives while ensuring sound risk management.
Serve as a key member of client deal teams and contribute to credit underwriting, portfolio growth, and client relationship management.
Perform financial research, underwriting, and structuring of highly complex relationships within Commercial Banking Portfolio Management.
Review and research business financial statements and tax returns, evaluating multiple factors in depth.
Resolve moderately complex issues and lead the Commercial Banking Portfolio Management team to meet project deliverables.
Collaborate with peers, colleagues, and mid-level managers to resolve issues and achieve goals.
Lead projects and teams or mentor less experienced individuals.
Follow applicable risk programs, policies, procedures, compliance obligations, and escalation requirements.