Lead Commercial Real Estate Portfolio Manager
Wells Fargo · Los Angeles, CA · 1 mo ago
Management$143k–$224k/yrFull-time
We need to output HTML fragment with sections: About the role? The posting includes "About This Role" and "In This Role, You Will Be". Also "Required Qualifications", "Desired Qualifications", "Job Expectations", "Pay Range Reflected", "Benefits". Also maybe "Job Expectations" includes travel, visa, background check. We need to use for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. But we must only include sections when posting has real specific content. We need to map content to these headings.
We have:
- About the role: "About This Role Wells Fargo is seeking a Lead Commercial Real Estate Portfolio Manager / Underwriter to manage a group of assigned relationships and commercial real estate loans. This portfolio will be concentrated in multifamily - affordable housing, but diversified by facility type (construction, bridge, letters of credit, perm, lines of credit, etc.) and loan structure (recourse/non-recourse; secured vs. unsecured)." That's about the role.
- Responsibilities: "In This Role, You Will Be responsible for the management of a portfolio of commercial real estate loans within Community Lending & Investment (CLI), our primary CRE balance sheet lending platform for multifamily-affordable housing. Analyze and underwrite new loan opportunities within the assigned portfolio, utilizing market research, internal loan information, client data, and third-party market research. Review and make recommendations for approval (or denial) of loan requests, extensions and modifications. Collaborate with senior management and coverage bankers to develop strategies around relationship optimization and deal level execution. Interface with customers to assist in identifying needs and maintaining strong relationships. Perform both sponsorship and loan level financial analysis. Complete in-depth property level analysis and market research. Present and advocate to credit committee for approval of loans. Work with outside counsel, internal compliance, and our loan closing teams to close modifications and new loans including review of third-party reports and loan documentation. Review and approve construction loan draws. Conduct quarterly and annual portfolio reviews to identify potential concerns. Conduct property tours / site visits. Maintain an in-depth knowledge of the local commercial real estate market. Supervise a team of analysts and conducted performance evaluations to support development and accountability."
We can list responsibilities as bullet list.
- Requirements: Might be "Required Qualifications". That's a heading "Requirements" or "Qualifications". The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to decide which to use. Probably "Requirements" for required qualifications, "Qualifications" for desired qualifications? Or "Skills" for desired? Let's interpret: "Required Qualifications" -> Requirements heading. "Desired Qualifications" -> Qualifications heading (or Skills). The instruction says we can have both Requirements and Qualifications sections. We'll put Required Qualifications under
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. But we must only include sections when posting has real specific content. We need to map content to these headings.
We have:
- About the role: "About This Role Wells Fargo is seeking a Lead Commercial Real Estate Portfolio Manager / Underwriter to manage a group of assigned relationships and commercial real estate loans. This portfolio will be concentrated in multifamily - affordable housing, but diversified by facility type (construction, bridge, letters of credit, perm, lines of credit, etc.) and loan structure (recourse/non-recourse; secured vs. unsecured)." That's about the role.
- Responsibilities: "In This Role, You Will Be responsible for the management of a portfolio of commercial real estate loans within Community Lending & Investment (CLI), our primary CRE balance sheet lending platform for multifamily-affordable housing. Analyze and underwrite new loan opportunities within the assigned portfolio, utilizing market research, internal loan information, client data, and third-party market research. Review and make recommendations for approval (or denial) of loan requests, extensions and modifications. Collaborate with senior management and coverage bankers to develop strategies around relationship optimization and deal level execution. Interface with customers to assist in identifying needs and maintaining strong relationships. Perform both sponsorship and loan level financial analysis. Complete in-depth property level analysis and market research. Present and advocate to credit committee for approval of loans. Work with outside counsel, internal compliance, and our loan closing teams to close modifications and new loans including review of third-party reports and loan documentation. Review and approve construction loan draws. Conduct quarterly and annual portfolio reviews to identify potential concerns. Conduct property tours / site visits. Maintain an in-depth knowledge of the local commercial real estate market. Supervise a team of analysts and conducted performance evaluations to support development and accountability."
We can list responsibilities as bullet list.
- Requirements: Might be "Required Qualifications". That's a heading "Requirements" or "Qualifications". The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to decide which to use. Probably "Requirements" for required qualifications, "Qualifications" for desired qualifications? Or "Skills" for desired? Let's interpret: "Required Qualifications" -> Requirements heading. "Desired Qualifications" -> Qualifications heading (or Skills). The instruction says we can have both Requirements and Qualifications sections. We'll put Required Qualifications under Requirements
and Desired Qualifications under Qualifications
. Also maybe Skills: we could include some skills from desired qualifications like communication, Microsoft Office, etc. But we can just put them under Qualifications.
- Benefits: we have a Benefits section with list.
- Pay: we have Pay Range Reflected: $143,000.00 - $224,000.00. Also note about incentive opportunities. We'll include Pay section.
- Schedule: we have Job Expectations includes travel up to 10% of the time, visa sponsorship not available, background check etc. Not exactly schedule but maybe we can put under Schedule? The instruction says include Schedule only if posting actually states them. There's travel percentage, but not explicit schedule like full-time, part-time. Could treat travel as schedule? Might be better to not include Schedule if no explicit schedule. However we have "Ability to travel up to 10% of the time" which could be considered schedule aspect. But the instruction says "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state travel percentage, which is schedule-related. So we can include Schedule heading with that info.
- Job Expectations also includes visa sponsorship not available, background check, FINRA, etc. Those could be under Requirements? But we already have Required Qualifications. Might be better to put those under a separate section like "Job Expectations" but not in allowed headings. We could incorporate into Requirements or Qualifications? Probably better to put under Requirements as additional requirements (like background check, travel, visa). But the instruction says use headings only from list; we can't add custom headings. So we need to fit content into allowed headings. We could put travel under Schedule, visa/background under Requirements (maybe as additional requirements). Or we could put under Qualifications? Let's think.
Allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We have content for About the role, Responsibilities, Required Qualifications (-> Requirements), Desired Qualifications (-> Qualifications or Skills), Benefits, Pay, Schedule (travel). Also we have visa sponsorship not available, background check, FINRA etc. Those could be under Requirements as well (since they are job expectations/requirements). So we can include them in Requirements list.
Skills: maybe we can extract from desired qualifications: strong verbal, written, interpersonal communication skills; ability to interact with all levels; intermediate Microsoft Office skills including some advanced accounting and finance functions in Microsoft Excel. Those are skills. So we could put those under Skills heading. Then Qualifications could be for desired qualifications like familiarity with multifamily affordable housing, facility types, loan structures, market conditions, judgment, etc. But the instruction says prefer a few substantive sections over many thin ones. We could combine Desired Qualifications and Skills into Qualifications section. But we have both headings available; we could use Qualifications for desired qualifications and Skills for the communication/MS Office skills. That seems reasonable.
Thus sections:
- About the role (About the role
) with paragraph.
- Responsibilities (Responsibilities
) with - each duty.
- Requirements (
Requirements
) with - for required qualifications plus visa, background, travel? Actually travel goes to Schedule. So Requirements: 5+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through work experience, training, military experience, education. Also visa sponsorship not available, must pass background check, FINRA background screening, ongoing regulatory obligations, compliance policies, etc. We'll list those.
- Qualifications (
Qualifications
) for desired qualifications: ability to develop relationships, familiarity with multifamily affordable housing (LIHTC), familiarity with facility types and loan structures, experience evaluating market conditions, ability to apply sound judgment, etc.
- Skills (Skills
) for strong verbal/written/interpersonal communication, ability to interact with all levels, intermediate Microsoft Office skills including advanced accounting/finance functions in Excel.
- Benefits (Benefits
) with - list.
- Pay (
Pay
) with paragraph: $143,000.00 - $224,000.00 base pay range; may vary; incentive opportunities.
- Schedule (Schedule
) with paragraph: Ability to travel up to 10% of the time.
We must not include boilerplate like EEO, etc. Also not include job ID, posting end date, etc. Also not include "Job Expectations" heading.
We need to output only HTML fragment, no /, no markdown fences.
Let's craft.
Check for any repeated lines: we should not duplicate.
We'll produce:
About the role
Wells Fargo is seeking a Lead Commercial Real Estate Portfolio Manager / Underwriter to manage a group of assigned relationships and commercial real estate loans. This portfolio will be concentrated in multifamily - affordable housing, but diversified by facility type (construction, bridge, letters of credit, perm, lines of credit, etc.) and loan structure (recourse/non-recourse; secured vs. unsecured).
Responsibilities
- Manage a portfolio of commercial real estate loans within Community Lending & Investment (CLI), the primary CRE balance sheet lending platform for multifamily-affordable housing.
- Analyze and underwrite new loan opportunities within the assigned portfolio, utilizing market research, internal loan information, client data, and third‑party market research.
- Review and make recommendations for approval (or denial) of loan requests, extensions and modifications.
- Collaborate with senior management and coverage bankers to develop strategies around relationship optimization and deal‑level execution.
- Interface with customers to assist in identifying needs and maintaining strong relationships.
- Perform both sponsorship and loan‑level financial analysis.
- Complete in‑depth property level analysis and market research.
- Present and advocate to credit committee for approval of loans.
- Work with outside counsel, internal compliance, and loan closing teams to close modifications and new loans, including review of third‑party reports and loan documentation.
- Review and approve construction loan draws.
- Conduct quarterly and annual portfolio reviews to identify potential concerns.
- Conduct property tours / site visits.
- Maintain an in‑depth knowledge of the local commercial real estate market.
- Supervise a team of analysts and conduct performance evaluations to support development and accountability.
Requirements
- 5+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through work experience, training, military experience, or education.
- Visa sponsorship is not available for this position.
- Must successfully complete and pass a background check prior to hire; subject to FINRA background screening requirements.
- Ongoing regulatory obligations apply, including periodic screening and mandatory reporting of certain incidents.
- Compliance policies may apply regarding outside activities or personal investing; affected employees must provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired.
Qualifications
- Ability to develop and maintain strong relationships while actively participating in the successful execution of complex transactions.
- Familiarity with multifamily‑affordable housing, including the Low‑Income Housing Tax Credit (LIHTC) program.
- Familiarity with various facility types (construction, bridge, letters of credit, perm, lines of credit, etc.) and loan structures (recourse/non‑recourse, secured/unsecured).
- Experience evaluating market conditions and identifying appropriate comparable properties.
- Ability to apply sound judgment in the application of analytical conclusions to credit approval, structure, and management recommendations.
Skills
- Strong verbal, written, and interpersonal communication skills.
- Ability to interact with all levels of an organization.
- Intermediate Microsoft Office skills, including some advanced accounting and finance functions in Microsoft Excel.
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
Pay
$143,000.00 - $224,000.00 base pay range offered for this position. Pay may vary depending
Requirements
) with- for required qualifications plus visa, background, travel? Actually travel goes to Schedule. So Requirements: 5+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through work experience, training, military experience, education. Also visa sponsorship not available, must pass background check, FINRA background screening, ongoing regulatory obligations, compliance policies, etc. We'll list those.
- Qualifications (
Qualifications
) for desired qualifications: ability to develop relationships, familiarity with multifamily affordable housing (LIHTC), familiarity with facility types and loan structures, experience evaluating market conditions, ability to apply sound judgment, etc. - Skills (Skills
) for strong verbal/written/interpersonal communication, ability to interact with all levels, intermediate Microsoft Office skills including advanced accounting/finance functions in Excel. - Benefits (Benefits
) with- list.
- Pay (
Pay
) with paragraph: $143,000.00 - $224,000.00 base pay range; may vary; incentive opportunities. - Schedule (Schedule
) with paragraph: Ability to travel up to 10% of the time. We must not include boilerplate like EEO, etc. Also not include job ID, posting end date, etc. Also not include "Job Expectations" heading. We need to output only HTML fragment, no /, no markdown fences. Let's craft. Check for any repeated lines: we should not duplicate. We'll produce:About the role
Wells Fargo is seeking a Lead Commercial Real Estate Portfolio Manager / Underwriter to manage a group of assigned relationships and commercial real estate loans. This portfolio will be concentrated in multifamily - affordable housing, but diversified by facility type (construction, bridge, letters of credit, perm, lines of credit, etc.) and loan structure (recourse/non-recourse; secured vs. unsecured).
Responsibilities
- Manage a portfolio of commercial real estate loans within Community Lending & Investment (CLI), the primary CRE balance sheet lending platform for multifamily-affordable housing.
- Analyze and underwrite new loan opportunities within the assigned portfolio, utilizing market research, internal loan information, client data, and third‑party market research.
- Review and make recommendations for approval (or denial) of loan requests, extensions and modifications.
- Collaborate with senior management and coverage bankers to develop strategies around relationship optimization and deal‑level execution.
- Interface with customers to assist in identifying needs and maintaining strong relationships.
- Perform both sponsorship and loan‑level financial analysis.
- Complete in‑depth property level analysis and market research.
- Present and advocate to credit committee for approval of loans.
- Work with outside counsel, internal compliance, and loan closing teams to close modifications and new loans, including review of third‑party reports and loan documentation.
- Review and approve construction loan draws.
- Conduct quarterly and annual portfolio reviews to identify potential concerns.
- Conduct property tours / site visits.
- Maintain an in‑depth knowledge of the local commercial real estate market.
- Supervise a team of analysts and conduct performance evaluations to support development and accountability.
Requirements
- 5+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through work experience, training, military experience, or education.
- Visa sponsorship is not available for this position.
- Must successfully complete and pass a background check prior to hire; subject to FINRA background screening requirements.
- Ongoing regulatory obligations apply, including periodic screening and mandatory reporting of certain incidents.
- Compliance policies may apply regarding outside activities or personal investing; affected employees must provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired.
Qualifications
- Ability to develop and maintain strong relationships while actively participating in the successful execution of complex transactions.
- Familiarity with multifamily‑affordable housing, including the Low‑Income Housing Tax Credit (LIHTC) program.
- Familiarity with various facility types (construction, bridge, letters of credit, perm, lines of credit, etc.) and loan structures (recourse/non‑recourse, secured/unsecured).
- Experience evaluating market conditions and identifying appropriate comparable properties.
- Ability to apply sound judgment in the application of analytical conclusions to credit approval, structure, and management recommendations.
Skills
- Strong verbal, written, and interpersonal communication skills.
- Ability to interact with all levels of an organization.
- Intermediate Microsoft Office skills, including some advanced accounting and finance functions in Microsoft Excel.
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
Pay
$143,000.00 - $224,000.00 base pay range offered for this position. Pay may vary depending
- list.
- Pay (