Jobs · Finance · North Carolina

Commercial Banking Portfolio Manager - Franchise Finance

Wells Fargo · Charlotte, NC · 2 mo ago
Finance$77k–$145k/yrFull-time

Learn more about the career areas and lines of business at wellsfargojobs.com. Details about this segment can be found at Wells Fargo Restaurant Industry.

About the role

Wells Fargo is seeking a Commercial Banking Portfolio Manager in Franchise Finance for the Restaurant and Convenience Store segment as part of the Commercial Bank.

Responsibilities

  • Review and model client and prospect financial statements that require an in-depth evaluation of multiple factors
  • Participate in financial research, underwriting, and structuring of complex banking relationships
  • Analyze and report industry and portfolio trends
  • Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid-level managers to resolve issues, grow within the role, and achieve goals
  • Become an expert in various systems used in Commercial Banking

Requirements

  • 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Qualifications

  • Experience in lending to the restaurant industry
  • Experience with complex credit, underwriting, and debt structure for clients with annual revenue of $25MM 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
  • Bachelor's degree in accounting, finance, or business

Job expectations

  • This position is not eligible for Visa sponsorship
  • This position offers a hybrid work schedule
  • 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.

Locations

  • 1808 Aston Avenue, Carlsbad, CA
  • 550 South Tryon Street, Charlotte, NC

Pay

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$77,000.00 - $145,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

  • 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

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