Commercial Banking Portfolio Manager responsible for credit investigations and process improvements at Wells Fargo. Collaborating with colleagues and stakeholders within the Technology Group.
Responsibilities
Research 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.
Able to execute on a high-volume portfolio with low to medium complexity in a time efficient manner.
Able to communicate well with team via both verbal and written methods.
Experience with complex credit, underwriting, and debt structure within the Middle Market and/or Specialized Industries segment.
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.
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
Commercial Banking Portfolio Manager – Technology Group
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