Mid-Corporate PM Associate at Wells Fargo providing research and underwriting for complex private banking relationships. Collaborating with teams to resolve issues and lead projects in Commercial Banking.
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
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
Underwriting experience including advanced commercial or specialty group relationship portfolio credit and leveraged credits
Experience originating, structuring, and executing bank lending transactions and other credit related products, for critical or complex clients
Knowledge and understanding of risk management and complex credit executions related to acquisition financing and bridge underwriting
Strong analytical skills including analyzing complex data
Ability to perform in depth commercial financial statement analysis
Knowledge and understanding of debt and equity capital markets
Advanced Microsoft Office skills, including using Excel for financial analysis and projection modeling
Excellent verbal, written, and interpersonal skills, including ability to present to decision makers and customers in a professional and confident manner
Experience with nCino
A BS/BA degree or higher
Benefits
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
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