Job Information
Wells Fargo Senior Commercial Banking Portfolio Manager in Conshohocken, Pennsylvania
About this role:
Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager in Middle Market Banking as part of the Northeast Division Credit Portfolio Management team. This key position is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients and serve as a key member of a client’s deal team.
Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/)
In this role, you will:
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
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:
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
Job Expectations:
This position is not eligible for Visa sponsorship
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Ability to travel up to 5% of the time
#CommercialBanking
Location:
1751 & 1753 Pinnacle Dr- MCLEAN, VA 22102
111 S Calvert St - BALTIMORE, MD 21202
300 Barr Harbor Dr Ste 850 -WEST CONSHOHOCKEN, PA 19428
7000 Lincoln Dr E - MARLTON, NJ 08053
Posting End Date:
26 Mar 2025
*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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.
Req Number: R-440634