Senior Commercial Banking Portfolio Manager
| Company | Wells Fargo |
|---|---|
| Location | McLean, VA, USA, Mt Laurel Township, NJ, USA, Conshohocken, PA, USA, Baltimore, MD, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level, Senior |
Requirements
- 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
Responsibilities
- Actively manage, maintain, and grow a middle market portfolio including underwriting, origination, documentation and on-going monitoring; all in adherence with applicable credit policies, procedures and compliance requirements.
- Collaborate with clients and prospects to understand complex credit needs and represent the bank in developing and maintaining client relationships.
- Provide recommendations and write credit reports based on analysis of historical and projected financial performance, assessment of key risks and mitigants, management strength, and structural considerations.
- Identify opportunity for process improvements within scope of responsibilities or functional area.
- Collaborate and consult with senior management, functional colleagues, internal partners, and stakeholders
- Train and mentor analysts and junior portfolio managers
Preferred Qualifications
- Experience with complex credit, underwriting, and debt structure within the Middle Market segment
- Bachelor’s Degree and/or Master’s Degree in Business, Accounting, or Finance
- Completion of a formal credit training program
- Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
- Ability to thoroughly analyze credits on an independent basis and communicate findings in a concise manner
- Microsoft Excel experience including financial modeling
- Ability to work effectively, as well as independently, in a team environment
- Strong risk management and compliance skills
- Solid knowledge and understanding of credit policy, loan servicing, and group underwriting requirements
- Experience negotiating interest rates, price, terms, and collateral requirements
- Knowledge and understanding of commercial and specialty group banking products and services
- Excellent verbal, written, and interpersonal skills
- nCino experience a plus