Senior Mid-Corporate Portfolio Manager

Wells Fargo Bank•Los Angeles, CA

1d•Hybrid

About The Position

Wells Fargo is seeking a Mid-Corporate Portfolio Manager, Senior Associate in Commercial Banking working with clients whose annual revenues starting from $500MM and up supporting the West region. In this role, you will focus on managing a complex credit portfolio of account relationships in Mid-Corporate Credit Execution within Middle Market Banking. You will assist with financial modeling and projections, credit analysis, and industry or business risk analysis, in support of loan structuring decision making activities for Mid-Corporate sized companies. You will support Senior Portfolio Managers in credit underwriting which accounts for all risk factors and providing risk rating recommendations. You will present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements. General responsibilities include working with Mid Corporate Portfolio Management, relationship managers and credit approvers to originate, monitor and grow Mid-Corporate relationships. Specifically accountable for credit underwriting and origination, portfolio monitoring, renewals and annual reviews. You will manage and promote the maintenance of a portfolio that adheres to all applicable credit policies and compliance requirements. You will also provide guidance to and assist with development of less experienced team members.

Requirements

4+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Strong analytical skills including analyzing complex data
Ability to perform in depth commercial financial statement analysis
Knowledge and understanding of debt and equity capital markets
Completion of a formal credit training program
Underwriting experience
Intermediate Microsoft Office skills, including using Excel for financial analysis and projection modeling
Excellent verbal, written, and interpersonal skills, including ability to present to decision makers and customers in a professional and confident manner
Experience with nCino
A BS/BA degree or higher

Responsibilities

Managing a complex credit portfolio of account relationships in Mid-Corporate Credit Execution within Middle Market Banking
Assisting with financial modeling and projections, credit analysis, and industry or business risk analysis, in support of loan structuring decision making activities for Mid-Corporate sized companies
Supporting Senior Portfolio Managers in credit underwriting which accounts for all risk factors and providing risk rating recommendations
Presenting recommendations for resolving complex situations and exercising independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
Working with Mid Corporate Portfolio Management, relationship managers and credit approvers to originate, monitor and grow Mid-Corporate relationships
Credit underwriting and origination, portfolio monitoring, renewals and annual reviews
Managing and promoting the maintenance of a portfolio that adheres to all applicable credit policies and compliance requirements
Providing guidance to and assisting with development of less experienced team members