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
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