Commercial Banking Portfolio Manager

About this role:

Wells Fargo is seeking a Commercial Banking Portfolio Manager.

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:

• 2 years of Commercial Banking Portfolio Management experience

Job Expectations:

• Responsibility includes but not limited to Perform reviews of credit reports prepared by credit underwriting teams and support oversight of related loan data.
• Review and validate the accuracy in financial analysis for commercial loans
• Summarize errors and outline areas of risk from reviewing the credit underwriting details.
• Accurately identify applicable credit policy exceptions by reviewing the credit documents.
• Surface and escalate risk often identified from inadequate or failed processes, and error trends.
• Clarify and credibly challenges in case of ambiguity or deviation to the policy and procedures.
• Document and synthesize findings based on above mentioned conclusions into a report presented to credit underwriting team.
• As needed, participate and provide SME expertise for business initiatives.
• Understand the feedback received from the senior reviewers in the team and implement the same in their day-to-day work.
• Quality-check the work performed by junior team members and provide appropriate feedback on the same.