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