Senior Commercial Banking Portfolio Manager
Company | Wells Fargo |
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Location | Houston, TX, USA, New Orleans, LA, USA, Austin, TX, USA, Dallas, TX, USA, San Antonio, TX, USA, Oklahoma City, OK, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | |
Experience Level | Senior |
Requirements
- 4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Responsibilities
- Participate in performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional area
- Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors
- Resolve moderately complex issues and lead Commercial Banking Portfolio Management team, to meet project deliverables, while leveraging solid understanding of the function, policies, procedures, and compliance requirements
- Collaborate and consult with Commercial Banking Portfolio Management 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
Preferred Qualifications
- 4+ years of experience underwriting investor real estate clients including documentation, due diligence and regulatory compliance processes
- Strong lending credit analysis skills with high attention to detail and accuracy
- Experience negotiating, managing and amending complex credit facility legal documentation
- Strong risk management and compliance skills
- Excellent verbal, written, and interpersonal communication skills
- Microsoft Excel experience including financial modeling
- Ability to work effectively, as well as independently, in a team environment