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Commercial Banking Portfolio Manager

Commercial Banking Portfolio Manager

Boston StaffingBoston, MA, US
1 day ago
Job type
  • Full-time
Job description

Commercial Banking Portfolio Manager

Wells Fargo is seeking a Commercial Banking Portfolio Manager for Investment Real Estate clients and prospects as part of the Commercial Bank. In this role, you will :

  • Research complex credit investigations and diverse credit information for loans
  • Identify opportunities for process improvements within scope of responsibilities or functional area
  • Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables
  • Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
  • Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers

Required Qualifications :

  • 2+ 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 :

  • Experience with complex credit, underwriting, and debt structure for Investment Real Estate clients and prospects
  • Completion of a formal credit training program
  • Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
  • Experience in swiftly adopting and executing change management to enable business growth
  • Experience developing and maintaining external and internal partnerships
  • Experience identifying and mitigating risk, ensuring compliance with processes and procedures
  • nCino experience a plus
  • Excellent verbal, written, and interpersonal communication skills
  • Bachelor's degree in accounting, finance, or business
  • Job Expectations :

  • Ability to travel up to 5% of the time
  • Ability to work a hybrid work schedule
  • This position does not support Visa Sponsorship
  • 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 :

  • 99 Wood Ave South - Iselin, NJ
  • 51 JFK Parkway - Short Hills, NJ
  • 2500 Westchester Avenue - Purchase, NY
  • 58 Service Road South - Melville, NY
  • 125 High Street - Boston, MA
  • 1 Citizens Plaza - Providence, RI
  • Pay Range : $85,000.00 - $145,000.00

    Benefits : Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

  • 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 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.

    Applicants with Disabilities : To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

    Drug and Alcohol Policy : Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

    Wells Fargo Recruitment and Hiring Requirements :

  • Third-Party recordings are prohibited unless authorized by Wells Fargo.
  • Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
  • Req Number : R-485954

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    Commercial Banking Manager • Boston, MA, US

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