Senior Commercial Portfolio Manager at Wells Fargo in Charlotte, North Carolina

Posted in Management 22 days ago.

Type: Full time





Job Description:

About this role:

Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager to support our Middle Market banking teams in North Carolina, Tennessee and Kentucky. This position is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. This position serves as a key member of a client's deal team. Clients are general in a broad array of commercial and industrial industries, along with investor real estate owners.

In this role, you will:
  • Participate in performing financial research, underwriting, and structuring of complex loan requests for Commercial and Industrial borrowers and prospects as well as Investment Real Estate borrowers and prospects
  • Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors
  • Resolve moderately complex issues and assist the Lead Commercial Banking Portfolio Manager 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
Required Qualifications:
  • 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
Desired Qualifications:
  • Complex credit underwriting experience including advanced commercial/Middle Market credit or related specialty group relationship portfolio credit
  • Experience negotiating interest rates, price, terms, and collateral requirements
  • Knowledge and understanding of commercial banking products and services
  • Solid knowledge and understanding of commercial banking credit policy, loan servicing, risk management, and group underwriting requirements
  • Investor real estate underwriting experience
  • Intermediate Microsoft Office (Word, Excel, and Outlook) skills
  • Strong analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills
Job Expectations:
  • Ability to work a hybrid work schedule
  • Ability to travel up to 10% of the time
  • Position can report to any of the posted locations

Location(s):
  • 550 S Tryon St CHARLOTTE, NC 28202
  • 1712 West End Ave NASHVILLE, TN 37203
@RWF22

Posting End Date:

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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