Jobs · Sales · Texas

Senior Commercial Banking Portfolio Manager

Wells Fargo · Dallas, TX · 2 mo ago
Sales$100k–$196k/yrFull-time

Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager within the Commercial Banking Group to cover the investment real estate segment for companies with portfolios ranging from $25 million to $2 billion. This role requires expertise in commercial real estate lending, credit risk evaluation, market dynamics, financial analysis, and risk management principles.

Responsibilities

  • Participate in financial research, underwriting, and structuring of highly complex private banking, consumer, and mortgage relationships within Commercial Banking Portfolio Management.
  • Review and research business financial statements and tax returns, requiring in-depth evaluation of multiple factors.
  • Resolve moderately complex issues and lead the Commercial Banking Portfolio Management team to meet project deliverables while adhering to policies, procedures, and compliance requirements.
  • Collaborate and consult with peers, colleagues, and mid-level managers to resolve issues and achieve goals.
  • Lead projects and teams or serve as a mentor for less experienced individuals.

Requirements

  • 4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through work experience, training, military experience, or education.

Qualifications

  • 2+ years of experience underwriting Investor Real Estate clients.
  • Strong Investor Real Estate lending credit analysis skills with high attention to detail and accuracy.
  • Experience with commercial, owner-occupied real estate lending, including documentation, due diligence, and regulatory compliance processes.
  • Credit underwriting experience in Commercial Middle Market/Mid-Corp credit or specialty group relationship portfolio credit.
  • Strong analytical skills, including the ability to spread, analyze, and perform in-depth commercial financial statement analysis.
  • Strong risk management and compliance skills.
  • Ability to understand and review loan documentation.
  • Demonstrated attention to detail, self-motivation, and independent problem-solving.
  • Experience working in a high-paced environment with strong organizational, multi-tasking, and prioritizing skills.
  • Excellent verbal, written, and interpersonal communication skills, with experience working with internal partners both in person and remotely.
  • Proficiency in Microsoft Office, including Excel for financial analysis and projection modeling.

Job Expectations

  • Ability to travel up to 10% of the time.
  • This position does not support Visa Sponsorship.
  • 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.

Locations

  • Chicago, IL (10 S Wacker Dr)
  • Minneapolis, MN (600 S 4th St)
  • Denver, CO (1700 Lincoln St)
  • The Woodlands, TX (21 Waterway Ave)
  • Austin, TX (111 Congress Ave)
  • Dallas, TX (14241 Dallas Pkwy)

Pay

$100,000.00 - $196,000.00 base pay range. Pay may vary depending on factors including demonstrated performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

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

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