Senior Mid-Corporate Portfolio Manager

We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title. Must not include Job ID etc. Must preserve all substantive info. Remove boilerplate: EEO, legal, etc. Remove duplicated lines. Remove application instructions. Remove cookie/navigation/legal/EEO etc. Remove "Posting End Date", "We Value Equal Opportunity", etc. Also remove "Job Locations" maybe? Not a required heading but could be included under maybe "About the role"? The instruction: Use headings for section headings (About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to map content to those headings. We have content: - About this role: description: Wells Fargo seeking Mid-Corporate Portfolio Manager, Senior Associate in Commercial Banking working with clients whose annual revenues starting from $500MM and up supporting the West region. Learn more about career areas... (that's fluff). We can keep the substantive: "Wells Fargo is seeking a Mid-Corporate Portfolio Manager, Senior Associate in Commercial Banking working with clients whose annual revenues starting from $500MM and up supporting the West region." The "Learn more about the career areas..." is maybe not essential but could be considered fluff; but we can keep as part of About the role? It's not required but we can keep. However we should not include generic "Learn more about the career areas and lines of business at wellsfargojobs.com." That's like a link; but we can drop as it's not substantive? Might be considered minor metadata; but we can drop. - In this role, you will: bullet list of duties: Focus on managing a complex credit portfolio... Assist with financial modeling... Support Senior Portfolio Managers... Present recommendations... General responsibilities include working with... Specifically accountable for credit underwriting and origination, portfolio monitoring, renewals and annual reviews. Manage and promote the maintenance of a portfolio that adheres to all applicable credit policies and compliance requirements. Provide guidance to and assist with development of less experienced team members. That's responsibilities. - Required Qualifications, US: 4+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education - Desired Qualifications: list: Strong analytical skills including analyzing complex data; Ability to perform in depth commercial financial statement analysis; Knowledge and understanding of debt and equity capital markets; Completion of a formal credit training program; Underwriting experience; Intermediate Microsoft Office skills, including using Excel for financial analysis and projection modeling; Excellent verbal, written, and interpersonal skills, including ability to present to decision makers and customers in a professional and confident manner; Experience with nCino; A BS/BA degree or higher - Job Expectations: Ability to travel up to 10% of the time; 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 - Job Locations: list of addresses. - Pay Range 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. $100,000.00 - $196,000.00 - Benefits: list: 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 - Posting End Date etc: drop. - Equal Opportunity etc: drop. - Drug and Alcohol Policy etc: drop. - Recruitment and Hiring Requirements: drop. - Reference Number: drop. We need to map to headings: About the role: combine the initial description and maybe the "Learn more..."? Probably just the description. Responsibilities: the bullet list under "In this role, you will:" plus maybe the general responsibilities sentences. Requirements: maybe the "Required Qualifications, US:"? Could be Requirements. Qualifications: maybe the "Desired Qualifications"? But we have both Required and Desired. The instruction says use headings Requirements and Qualifications separately. So we can put Required Qualifications under Requirements heading, and Desired Qualifications under Qualifications heading. Skills: maybe the list of skills like analytical, financial statement analysis, etc. Could be under Skills heading. But we already have Desired Qualifications includes skills. Might be overlapping. Perhaps we put Skills heading for the list of skills (analytical, financial statement, debt/equity markets, credit training, underwriting, MS Office, communication, nCino). And Qualifications heading for education and experience? But we already used Requirements for experience. Hmm. We need to decide mapping that avoids duplication but preserves all info. Let's think: The posting includes: - Required Qualifications: 4+ years experience or equivalent. - Desired Qualifications: list of skills/knowledge/education. Thus we could map: Requirements: Required Qualifications (experience). Qualifications: Desired Qualifications (skills, knowledge, education). Skills: maybe we could extract specific skills from Desired Qualifications and put under Skills, but that would duplicate. Better to not have Skills section if content already covered under Qualifications. But instruction says we can include a section only when posting has real specific content for it. If we put Skills, we need specific content not already covered elsewhere. Could we extract "Intermediate Microsoft Office skills, including using Excel for financial analysis and projection modeling" etc as skills? But they are already in Desired Qualifications. However we could still have Skills section with those items, but that would duplicate content. The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. Duplication is not prohibited explicitly, but we should avoid redundancy? Not explicitly forbidden, but better to avoid duplication. However we could still include Skills section with the same items; that would be duplicative but still preserving info. Might be okay but could be considered redundant. Safer to not include Skills if we already have Qualifications covering them. But we need to decide which headings to include. We have Pay: we have pay range. Schedule: we have hybrid work schedule and travel up to 10% (that's schedule). Also maybe "Ability to travel up to 10% of the time" is schedule. So we can include Schedule heading with those. Benefits: we have benefits list. Thus sections: About the role, Responsibilities, Requirements, Qualifications, Benefits, Pay, Schedule. We might omit Skills. Now we need to format: - Use

for section headings. - Use

• for any list of duties/requirements/benefits. - Use

  for prose. We need to preserve all substantive info. Let's extract each piece. About the role: "Wells Fargo is seeking a Mid-Corporate Portfolio Manager, Senior Associate in Commercial Banking working with clients whose annual revenues starting from $500MM and up supporting the West region." Also maybe include "Learn more about the career areas and lines of business at wellsfargojobs.com." but that's not substantive? It's a pointer; we could keep as prose but it's not essential. I'd keep it maybe as a sentence but it's not required. I'd include it as it's part of the description. However it's a generic call to action; but it's still part of the posting. I'd include it. Thus About the role paragraph: combine both sentences. Responsibilities: list items: - Focus on managing a complex credit portfolio of account relationships in Mid-Corporate Credit Execution within Middle Market Banking - Assist with financial modeling and projections, credit analysis, and industry or business risk analysis, in support of loan structuring decision making activities for Mid-Corporate sized companies - Support Senior Portfolio Managers in credit underwriting which accounts for all risk factors and providing risk rating recommendations. - Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements. - General responsibilities include working with Mid Corporate Portfolio Management, relationship managers and credit approvers to originate, monitor and grow Mid-Corporate relationships. - Specifically accountable for credit underwriting and origination, portfolio monitoring, renewals and annual reviews. - Manage and promote the maintenance of a portfolio that adheres to all applicable credit policies and compliance requirements. - Provide guidance to and assist with development of less experienced team members We could combine some sentences but keep as list. Requirements: Required Qualifications: "4+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education" We could present as prose or list. Since it's a single sentence with sub-items, we could use

  for the main sentence and maybe a

  for the equivalents? But the instruction: Use
  • for any list of duties/requirements/benefits. So we should treat the "or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education" as a list. So we could have:

    4+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through:

    • work experience
    • training
    • military experience
    • education
    But we need to preserve the exact wording. Could also keep as one paragraph with the list inside. I'll do as above. Qualifications: Desired Qualifications list: - Strong analytical skills including analyzing complex data - Ability to perform in depth commercial financial statement analysis - Knowledge and understanding of debt and equity capital markets - Completion of a formal credit training program - Underwriting experience - Intermediate Microsoft Office skills, including using Excel for financial analysis and projection modeling - Excellent verbal, written, and interpersonal skills, including ability to present to decision makers and customers in a professional and confident manner - Experience with nCino - A BS/BA degree or higher We can output as
    • each. Benefits: list: - 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 We can output as list. Pay: we have "$100,000.00 - $196,000.00" plus note about base pay range, may vary, incentive opportunities. We should preserve all substantive info. So we can have a paragraph: "Pay Range 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." Then maybe a separate line with the range. Could embed range in paragraph. I'll do:

      Pay Range 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. $100,000.00 - $196,000.00

      Schedule: we have "Ability to travel up to 10% of the time", "This position is not eligible for Visa sponsorship" (that's not schedule but maybe job expectations), "This position offers a hybrid work schedule", "Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to