Senior Lead Mid-Corporate Portfolio Manager - Technology

Wells Fargo & CompanyAustin, TX
$159,000 - $279,000Hybrid

About The Position

Wells Fargo is seeking a Senior Lead Mid-Corporate Portfolio Manager to join the Technology Banking Group in Commercial Banking. Learn more about the career areas and lines of business at wellsfargojobs.com. #CommercialBanking The Technology Banking Group specializes in lending to Technology companies from early life cycle through MidCorp (~$2B in revenue). We focus on the key subsectors including software, semiconductor / hardware, internet digital, FinTech, tech-enabled BTS and Sustainable. In this role, you will: Act as an advisor to senior leadership, clients, and credit teams to develop and influence all aspects of credit strategy, transactions, and large-scale planning for highly complex Mid-Corporate initiatives, underwriting, and strategic credit activities, including those that are cross-functional and have broad impact Lead the strategy and resolution of highly complex and unique challenges across multiple areas, delivering solutions that are long-term, large-scale and require innovation, advance analytical and inductive thinking, coordination of highly complex activities and guidance to others, and deep understanding of nuanced legal, credit, and industry dynamics, including intangibles or unprecedented factors Demonstrate expertise in all levels of underwriting and act as primary lead for highly complex credit transactions, including acquisition finance, large bridge underwrites, and other complex transactions; lead transactions engaging directly with senior management, clients, and risk management Provide vision, direction, and expertise to senior leadership on implementing decisions in complex, multi-faceted, and significant business solutions that are large-scale and cross-functional Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership

Requirements

  • 7+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Ability to travel up to 30% of the time
  • This position does not support Visa Sponsorship
  • 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

Nice To Haves

  • Technology lending and credit acumen
  • Prior experience with cash flow lending
  • Experience leading syndicated transactions as well as interactions with Sponsor transactions
  • Strong communication skills and ability to provide leadership over credit activities in the region
  • Developing guidance policies, monitoring delinquency, loss and risk rating accuracy
  • Assisting relationship managers and other senior officers with structuring, pricing and documentation of larger loan transactions

Responsibilities

  • Act as an advisor to senior leadership, clients, and credit teams to develop and influence all aspects of credit strategy, transactions, and large-scale planning for highly complex Mid-Corporate initiatives, underwriting, and strategic credit activities, including those that are cross-functional and have broad impact
  • Lead the strategy and resolution of highly complex and unique challenges across multiple areas, delivering solutions that are long-term, large-scale and require innovation, advance analytical and inductive thinking, coordination of highly complex activities and guidance to others, and deep understanding of nuanced legal, credit, and industry dynamics, including intangibles or unprecedented factors
  • Demonstrate expertise in all levels of underwriting and act as primary lead for highly complex credit transactions, including acquisition finance, large bridge underwrites, and other complex transactions; lead transactions engaging directly with senior management, clients, and risk management
  • Provide vision, direction, and expertise to senior leadership on implementing decisions in complex, multi-faceted, and significant business solutions that are large-scale and cross-functional
  • Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership

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
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service