Sponsor Credit Mid-Corporate Portfolio Manager

Wells Fargo • Charlotte, NC

2d • Hybrid

About The Position

Wells Fargo is seeking a Sponsor Credit Mid-Corporate Portfolio Manager in Specialized Industries for the Commercial Bank. This role will be responsible for the underwriting and portfolio management of Commercial Banking-covered sponsor portfolio companies, in addition to Wells Fargo cash flow commitments in Overland transactions. Learn more about the career areas and lines of business at wellsfargojobs.com. #CommercialBanking

Requirements

• 2+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

• Excellent proficiency in accounting and financial modeling
• Strong analytical skills, with heightened attention to detail and accuracy
• Strong verbal and written communication skills
• Ability to work in a fast-paced, deadline-driven environment

Responsibilities

• Assist with the underwriting and execution of financing transactions, including completion of due diligence, financial modeling, credit analysis, and drafting credit approval memorandums
• Analyze a wide range of detailed information (lender presentations, management presentations, and financial statements & projections, third party reports, etc.)
• Coordinate the due diligence process, including third party due diligence (Quality of Earnings, background investigation reports, etc.)
• Participate in diligence meetings with prospective clients and communicate key takeaways from the meeting to senior management
• Aid in the presentation of transactions to senior management in a clear and concise manner with well-reasoned support
• Review all pertinent documentation to ensure transactions are documented and approved per policy
• Coordinate the loan closing logistics and oversee onboarding of new clients, coordinate introductions and account handoff to portfolio management teams
• Help with the development and execution of Technology Finance and company-wide strategic initiatives, via specialized project work and/or assignment

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed