Supports the commercial loan and deposit portfolios for Relationship Managers at SouthState. Provides quality underwriting, portfolio management, and superior client service to support bank operations.
About the role
- Seeking a Commercial Banking Investment Real Estate Portfolio Manager at Wells Fargo for clients with $100MM to $2B revenue. Responsibilities include credit investigation and operational assignments oversight.
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
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
- Experience with complex credit, underwriting, and debt structure for Investment Real Estate clients with annual revenue of $100MM to $2B
- 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
- Excellent verbal, written, and interpersonal communication skills
- Experience with nCino a plus
- Bachelor’s degree in accounting, finance, or business
Benefits
- 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
Job title
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Experience level
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Degree requirement
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