Commercial Banking Portfolio Manager

Wells Fargo • Charlotte, NC • 11h ago

About this role:

Wells Fargo is seeking an experienced Portfolio Manager to join our Credit Execution Team within the Commercial Bank, focusing on the Middle Market segment. In this role, you will manage a complex credit portfolio, including Commercial & Industrial (C&I), Commercial Real Estate, and Investor Real Estate relationships and be responsible for meeting the long-term financial objectives while ensuring sound risk management. You will serve as a key member of a client's deal team and will play a critical role in credit underwriting, portfolio growth, and client relationship management, while mentoring junior team members and collaborating with internal and external stakeholders.

In this role, you will:

Research complex credit investigations and diverse credit information for loans

Identify opportunity 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 clients with annual revenue of $25MM to $100MM OR $100MM to $2B

Completion of a formal credit training program

Proven ability to manage client relationships and collaborate with cross-functional teams. Ability to thrive in a fast-paced, dynamic environment while managing multiple priorities.

Experience as a commercial banking Portfolio Manager, with a focus on Middle Market C&I, Commercial Real Estate, and Investor Real Estate.

Strong expertise in loan origination, portfolio monitoring, financial modeling, credit underwriting, and risk analysis for complex commercial businesses.

Demonstrated leadership and mentorship capabilities. Excellent communication and presentation skills, with the ability to convey complex financial information clearly.

In-depth knowledge of industry standards, banking regulations, and compliance requirements.

Familiarity with the Bank's software and credit risk management tools.

Bachelor's degree in Finance, Accounting, Business, Economics, or a related field.

Job Expectations:

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

?#commercialbanking

Locations:

550 S Tryon, Charlotte, NC

Posting End Date:

7 Aug 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.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Req Number: R-475496

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