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Senior Lead Commercial Banking Portfolio Manager

Senior Lead Commercial Banking Portfolio Manager

Veterans StaffingConcord, CA, US
1 day ago
Job type
  • Full-time
Job description

Senior Lead Commercial Banking Portfolio Manager

Wells Fargo is seeking a Senior Lead Commercial Banking Portfolio Manager within the Commercial Banking Group. This is a great opportunity to work with one of the top commercial banking lenders in the U.S. 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 :

  • Deep knowledge of Commercial Banking Market Coverage credit systems and institutional risk appetite frameworks
  • Extensive experience in commercial credit underwriting and credit approval processes across diverse industries and client segments
  • Extensive experience and advanced knowledge in structuring complex credit facilities
  • Deep understanding of credit policy, regulatory compliance, and enterprise risk management principles
  • Proven experience supporting both Middle Market and Emerging Middle Market clients, with a strong grasp of their unique credit needs and risk profiles
  • Demonstrated experience working collaboratively to deliver the organization to clients and prospects
  • Demonstrated experience generating new client relationships, building and retaining long-term client relationships
  • Experience developing and maintaining external and internal partnerships
  • Demonstrated ability to negotiate pricing, terms, collateral structures, and covenants in alignment with risk-return objectives
  • Comprehensive knowledge of commercial and specialty banking products, including treasury management, capital markets, and industry-specific solutions
  • In-depth understanding of loan servicing, portfolio monitoring, and early warning indicators for credit deterioration
  • Exceptional communication skills, with the ability to convey complex credit decisions clearly and persuasively to internal and external stakeholders
  • Highly organized, with the ability to manage multiple priorities, meet tight deadlines, and drive credit decisions in a fast-paced environment
  • Advanced degree or professional certification (e.g., CFA, CPA, CRC) preferred
  • Job Expectations :

  • Ability to travel up to 20% of the time
  • This position does not support Visa Sponsorship
  • Ability to work 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 :

  • 21255 Burbank Blvd - Woodland Hills, CA 91367
  • 2141 Rosecrans Ave - El Segundo, CA 90245
  • 1655 Grant St - Concord, CA 94520
  • 2030 Main St - Irvine, CA 92614
  • 299 S Main St - Salt Lake City, UT
  • 2410 S Power Rd - Mesa, AZ
  • 877 W Main St - Boise, ID 83702
  • 205 108th Ave NE - Bellevue, WA 98004
  • 1201 Pacific Ave - Tacoma, WA 98402
  • 999 3rd Ave - Seattle, WA
  • Pay Range : $159,000.00 - $305,000.00

    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.

    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 commensurate with the business unit's risk appetite and all risk and compliance program requirements. 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.

    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-504597

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    Commercial Banking Manager • Concord, CA, US

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