Full-Time

Commercial Banking Portfolio Manager

Posted on 4/15/2025

Wells Fargo

Wells Fargo

10,001+ employees

Provides banking, mortgage, and investment services

Compensation Overview

$84k - $179.2k/yr

Senior

No H1B Sponsorship

Fresno, CA, USA + 6 more

More locations: Concord, CA, USA | San Francisco, CA, USA | Santa Rosa, CA, USA | San Jose, CA, USA | Oakland, CA, USA | Sacramento, CA, USA

Hybrid work schedule: 4 days in office, 1 day remote. Position can report to any of the listed locations in California.

Category
Commercial Banking
Finance & Banking
Requirements
  • 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
Responsibilities
  • 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
Desired Qualifications
  • Experience with both Commercial & Industrial (C&I) and Investor Real Estate (IRE) loan underwriting
  • Credit underwriting experience including commercial Middle Market / Mid-Corp credit or specialty group relationship portfolio credit
  • Strong analytical skills and the ability to spread, analyze perform in depth commercial financial statement analysis
  • Demonstrated experience showing attention to detail, self-motivation, and the ability to independently problem solve
  • Ability to understand and review loan documentation
  • Experience / ability working in a high paced environment, with strong organizational, multi-tasking, and prioritizing skills
  • Ability to work in a highly collaborative work environment
  • Excellent verbal, written, and interpersonal skills, with experience effectively working and communicating with internal partners both in person and remotely
  • Microsoft Office skills, including using Excel for financial analysis and projection modeling

Wells Fargo offers a variety of financial services, including banking, mortgages, investing, and credit solutions for individuals, small businesses, and commercial clients. The company operates mainly in the United States and serves millions of customers through its branches, ATMs, and online platforms. Its products include checking and savings accounts, personal and business loans, credit cards, and investment advisory services. Revenue is generated from interest on loans, fees for banking services, and commissions from investment products. What sets Wells Fargo apart from its competitors is its extensive network and commitment to simplifying financial management for its clients.

Company Size

10,001+

Company Stage

IPO

Headquarters

San Francisco, California

Founded

1851

Simplify Jobs

Simplify's Take

What believers are saying

  • Investment in virtual commercial cards aligns with the trend of digital payment solutions.
  • Participation in accelerator programs drives innovation and access to new technologies.
  • The strategic review could streamline operations and focus on profitable segments.

What critics are saying

  • Increased competition in digital payment solutions from established fintech companies.
  • Potential market volatility and regulatory scrutiny in cryptocurrency investments.
  • Strategic uncertainty from selling the private-label credit card and POS financing unit.

What makes Wells Fargo unique

  • Wells Fargo offers a comprehensive range of financial services and products.
  • The company has a strong focus on digital banking and innovation.
  • Wells Fargo supports underserved small businesses through initiatives like the Open for Business Fund.

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Benefits

Health Insurance

401(k) Retirement Plan

Paid Vacation

Paid Sick Leave

Parental Leave

Disability Insurance

Life Insurance

Tuition Reimbursement

Commuter Benefits

Adoption Assistance

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