CIB Portfolio Manager
| Company | Wells Fargo |
|---|---|
| Location | Charlotte, NC, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level |
Requirements
- 2+ years of CIB Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Responsibilities
- Complete underwriting, continuously monitor & react to the credit quality of an assigned portfolio of loans of REIT Finance Group clients
- Synthesize industry and economic trends as well as the analysis of the financial performance of customers including balance sheet, cash flow and real estate portfolio analysis
- Partner with Portfolio Manager(s) and Corporate Banker(s) to structure and underwrite credit solutions (both regular-way and acquisition financing) for large, complex public/corporate/institutional CRE clients across the credit spectrum (both Investment Grade and Non-Investment Grade)
- In partnership with Senior Portfolio Manager(s), provide high quality analysis and deliverables to facilitate the credit approval process with Wholesale Credit Risk and Senior Management
- Provide recommendations for resolving situations and exercise independent judgment while developing expertise in the functions, policies, procedures and compliance requirements
- Collaborate and consult with peers, colleagues, and mid-managers to resolve issues and achieve goals
Preferred Qualifications
- 2+ years of corporate finance or commercial real estate origination underwriting and portfolio management experience
- Ability to develop and maintain strong relationships while actively participating in the successful execution of complex transactions
- Knowledge and understanding of US GAAP financial statements or components preparation
- Experience researching and documenting SEC/GAAP/REG issues in concise memorandums
- Knowledge and understanding of corporate banking credits, cash flow analysis, and underwriting guidelines
- Ability to thoroughly analyze credits on an independent basis and communicate findings in a concise manner
- Familiarity with the commercial property types including multifamily, retail industrial, office, hospitality, etc.
- Excellent verbal, written, and interpersonal communication skills
- Ability to interact with all levels of an organization