Senior Lead Commercial Banking Portfolio Manager
Wells Fargo
About this role:
Wells Fargo Commercial Banking team is seeking a Senior Lead Commercial Banking Portfolio Manager to support its Middle Market banking practice as part of the Credit Portfolio Management team. This key position is responsible for credit underwriting and portfolio management to meet the long-term financial objectives and risk tolerance for Middle Market (primarily Investor Real Estate segment) clients and serves as a key member of a client’s deal team.
In this role, you will:
- Act as an advisor to senior leadership to develop or influence objectives, plans, specifications, resources, and long term goals for highly complex business and technical needs across groups and functions
- Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas of the company
- Deliver solutions that are long term, large scale, which require vision, creativity, innovation, advanced analytical and inductive thinking, coordination of highly complex activities, and guidance to others
- Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions that are large scale, cross functional, or companywide strategies within Commercial Banking Portfolio Management functional area
- Engage with Commercial Banking Portfolio Management professionals and managers across the company and serve as an expert advisor to leadership
Required Qualifications:
- 7+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- 4+ years of experience underwriting middle market and corporate clients.
- Strong cash flow and asset-based lending credit analysis skills with high attention to detail and accuracy.
- Completion of a formal credit training program
- Experience with bank syndications, multi-bank participations and clients with varying and complex capital structures including collateral and cash flow waterfalls; subordinated debt layers; and complex ownership structures.
- Experience with commercial, owner-occupied real estate lending including documentation, due diligence and regulatory compliance processes.
- Experience negotiating, managing and amending complex credit facility legal documentation.
- Strong risk management and compliance skills.
- Excellent verbal, written, and interpersonal communication skills.
- MBA degree preferred.
Job Expectations:
- Ability to work a hybrid work schedule 4 days in office, 1 day remote
- Ability to travel up to 5% of the time
- Position can report to any of the posted locations
- No Visa Sponsorship available
- 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 Expectations:
- 100 S Ashley Dr., Tampa, FL
- 1901 6th Ave N., Birmingham, AL
- 350 E Las Olas Blvd., Fort Lauderdale, FL
- 171 17th St NW., Atlanta, GA
- 550 S. Tryon Charlotte, NC
- 1 Independent Dr., Jacksonville, FL
Posting End Date:
24 Jul 2025*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
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