Senior Commercial Banking Portfolio Manager

4 - 8 years

0 Lacs

Posted:20 hours ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

In this role as a Senior Commercial Banking Portfolio Manager at Wells Fargo, you will participate in performing financial research, underwriting, and structuring of highly complex private banking, consumer, and mortgage relationships within the Commercial Banking Portfolio Management functional area. Your responsibilities will include reviewing and researching business financial statements and tax returns that require an in-depth evaluation of multiple factors. You will be expected to resolve moderately complex issues, lead the Commercial Banking Portfolio Management team to meet project deliverables, and collaborate with peers, colleagues, and mid-level managers to achieve goals. Additionally, you may lead projects and teams or serve as a mentor for less experienced individuals. Key Responsibilities: - Participate in financial research, underwriting, and structuring of complex banking relationships - Review and analyze business financial statements and tax returns - Resolve moderately complex issues and lead the team to meet project deliverables - Collaborate with peers and colleagues to achieve goals - Lead projects, teams, or mentor less experienced individuals Qualifications Required: - 4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through work experience, training, military experience, or education Desired qualifications include: - MBA (Finance/Banking), Cost and Management Accountancy, Chartered Accountancy, or post-graduation in Economics - At least 4 years of overall commercial credit experience across diversified asset classes - Good knowledge of financial statements for various industries and ability to ascertain trends and key risks - Familiarity with financial analysis tools like Discounted Cash Flow and Comparable Company analysis - Experience in assessing credit worthiness of borrowers based on qualitative and quantitative factors - Excellent communication skills, especially in business writing for credit reports - Ability to synthesize data from multiple sources into a prescribed template - Advanced excel skills are a plus Please note that the job posting will end on 6 Nov 2025, and it may be taken down early due to the volume of applicants. Wells Fargo values equal opportunity and encourages applications from all qualified candidates. Accommodations for applicants with disabilities are available upon request. Wells Fargo maintains a drug-free workplace, and applicants are required to directly represent their own experiences during the recruiting and hiring process.,

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Wells Fargo logo
Wells Fargo

Banking and Financial Services

San Francisco

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