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Commercial Banking Portfolio Manager

ExperiencedNo visa sponsorship

Posted 13 days ago

No clicks

For our Commercial Banking Portfolio Manager role, we seek a seasoned professional with 2+ years in Portfolio Management or equivalent. Your responsibility will include thorough credit investigations, process improvements, and independent judging to guide medium-risk deliverables. You'll also collaborate with colleagues and stakeholders, and exercise expertise in functions, policies, and compliance. A solid foundation in financial statements (preferably Real Estate), along with knowledge in Discounted Cash Flow, Comparable Company, and Precedent Transaction analysis, is crucial. Proficient Excel skills and awareness of credit worthiness assessment factors are essential. Excellent communication skills, especially in credit reports, and ability to synthesize multiple data sources is required. Familiarity with Moody's Risk Analytics is a plus. This role demands foundational AI literacy, including leveraging AI tools and upholding responsible AI use.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Not specified

Full Job Description

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:

  • MBA (Finance /Banking), Cost and Management Accountancy, Chartered Accountancy or post- graduation in Economics.
  • Good knowledge on financial statements for various industries (preferably Real Estate) with ability to ascertain trends, ratios and call out key risks when compared to benchmarks (historical and industry performance).
  • Working knowledge of Discounted Cash Flow, Comparable Company, and Precedent Transaction analysis. Working experience with Moodys Risk Analytics would be a plus.
  • Should be aware of key factors which helps in assessing credit worthiness of borrower.
  • Excellent communication skills, with special focus on business writing skills for credit reports.
  • Ability to read, comprehend and synthesize data regarding borrower performance / market related information from multiple sources into one prescribed template.
  • Intermediary to advanced excel skills would be a plus

Desired AI Skills and Competencies

  • As part of Wells Fargos commitment to innovation and responsible AI adoption, all roles require foundational AI literacy. This includes:
  • Understanding and Application of AI Tools: Ability to leverage AI platforms (e.g., Microsoft Copilot, GitHub Copilot, Tachyon, Agentspace) for routine tasks such as summarizing information, drafting content, and analyzing data, while maintaining human oversight.
  • Critical Thinking: Ability to interpret AI outputs, validate insights, and make informed business decisions.
  • Responsible AI Use: Awareness of ethical considerations, data privacy, and compliance when using AI solutions.
  • Adaptability and Continuous Learning: Commitment to upskilling and staying current with emerging technologies.

Posting End Date:

26 Nov 2026

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business units risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

 

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.


Commercial Banking Portfolio Manager

Compensation

Not specified

City: Not specified

Country: Not specified

Wells Fargo Corporate & Investment Banking  logo
Investment Banking

13 days ago

No clicks

at Wells Fargo Corporate & Investment Banking

ExperiencedNo visa sponsorship

For our Commercial Banking Portfolio Manager role, we seek a seasoned professional with 2+ years in Portfolio Management or equivalent. Your responsibility will include thorough credit investigations, process improvements, and independent judging to guide medium-risk deliverables. You'll also collaborate with colleagues and stakeholders, and exercise expertise in functions, policies, and compliance. A solid foundation in financial statements (preferably Real Estate), along with knowledge in Discounted Cash Flow, Comparable Company, and Precedent Transaction analysis, is crucial. Proficient Excel skills and awareness of credit worthiness assessment factors are essential. Excellent communication skills, especially in credit reports, and ability to synthesize multiple data sources is required. Familiarity with Moody's Risk Analytics is a plus. This role demands foundational AI literacy, including leveraging AI tools and upholding responsible AI use.

Full Job Description

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:

  • MBA (Finance /Banking), Cost and Management Accountancy, Chartered Accountancy or post- graduation in Economics.
  • Good knowledge on financial statements for various industries (preferably Real Estate) with ability to ascertain trends, ratios and call out key risks when compared to benchmarks (historical and industry performance).
  • Working knowledge of Discounted Cash Flow, Comparable Company, and Precedent Transaction analysis. Working experience with Moodys Risk Analytics would be a plus.
  • Should be aware of key factors which helps in assessing credit worthiness of borrower.
  • Excellent communication skills, with special focus on business writing skills for credit reports.
  • Ability to read, comprehend and synthesize data regarding borrower performance / market related information from multiple sources into one prescribed template.
  • Intermediary to advanced excel skills would be a plus

Desired AI Skills and Competencies

  • As part of Wells Fargos commitment to innovation and responsible AI adoption, all roles require foundational AI literacy. This includes:
  • Understanding and Application of AI Tools: Ability to leverage AI platforms (e.g., Microsoft Copilot, GitHub Copilot, Tachyon, Agentspace) for routine tasks such as summarizing information, drafting content, and analyzing data, while maintaining human oversight.
  • Critical Thinking: Ability to interpret AI outputs, validate insights, and make informed business decisions.
  • Responsible AI Use: Awareness of ethical considerations, data privacy, and compliance when using AI solutions.
  • Adaptability and Continuous Learning: Commitment to upskilling and staying current with emerging technologies.

Posting End Date:

26 Nov 2026

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business units risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

 

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.