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About the Role
Wells Fargo is seeking a Commercial Banking Portfolio Manager for clients with annual revenue of $100MM to $2B supporting Technology Commercial Banking.
Responsibilities
- Research complex credit investigations and diverse credit information for loans.
- Identify opportunities for process improvements within the scope of responsibilities or functional area.
- Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgment to guide medium-risk deliverables.
- Present recommendations for resolving complex situations and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements.
- Collaborate and consult with functional colleagues, internal partners, and stakeholders, including internal and external customers.
Requirements
- 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through work experience, training, military experience, or education.
- Experience with complex credit, underwriting, and debt structure for clients with annual revenue of $100MM to $2B.
- Completion of a formal credit training program.
- Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management.
- Experience in swiftly adopting and executing change management to enable business growth.
- Experience developing and maintaining external and internal partnerships.
- Experience identifying and mitigating risk, ensuring compliance with processes and procedures.
- Excellent verbal, written, and interpersonal communication skills.
- Ability to travel up to 5% of the time.
- 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.
- Wells Fargo maintains a drug free workplace.
- Third-Party recordings are prohibited unless authorized by Wells Fargo.
- Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Skills
- Commercial Banking Portfolio Management
- Complex credit
- Underwriting
- Debt structure
- Commercial lending
- Treasury management
- Change management
- Risk identification
- Risk mitigation
- Compliance
- Verbal communication
- Written communication
- Interpersonal communication
Location
- 333 Market St., San Francisco, CA
- 333 S. Grand Ave., Los Angeles, CA
Work Type
- Hybrid work schedule
Experience Level
- 2+ years
Education Level
- Bachelor’s degree in accounting, finance, or business
Salary/Compensations
- $92,000.00 - $145,000.00
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
About the Company
- 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.
Equal Opportunity
- Wells Fargo is an equal opportunity employer. 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.
- To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.