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Lead Commercial Banking Portfolio Manager

ExperiencedNo visa sponsorship

Posted 7 days ago

No clicks

**Lead Commercial Banking Portfolio Manager** - Wells Fargo is seeking an experienced professional to lead complex initiatives and oversee lending activities in a wholesale banking business. This role involves cross-functional team leadership, analyzing multifaceted business challenges, making strategic decisions, and collaborating with peers to drive goals. Key responsibilities include: - Leading complex, cross-functional initiatives with broad impact. - Researching and analyzing large-scale, long-term business challenges. - Making decisions in complex situations, requiring understanding of policies, procedures, and compliance requirements. - Collaborating with colleagues to resolve issues and achieve goals. - Mentoring team members and leading projects. Required qualifications: - 5+ years in Commercial Banking Portfolio Management, or equivalent demonstrated through work experience, training, or education. - Strong financial analysis skills, including knowledge of financial statements, ratios, and benchmarks (preferably in Real Estate). - Proficiency in Discounted Cash Flow, Comparable Company, and Precedent Transaction analysis. - Excellent communication skills, with a focus on business writing for credit reports. - Ability to synthesize data from multiple sources into prescribed templates. In addition, this role requires foundational AI literacy, including understanding and application of AI tools, critical thinking, responsible AI use, and adaptability to emerging technologies. Wells Fargo is an equal opportunity employer, valuing diversity and offering accommodations for applicants with disabilities.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Not specified

Full Job Description

About this role:

Wells Fargo is seeking a Lead Commercial Banking Portfolio Manager


In this role, you will:

  • Lead complex initiatives including those that are cross functional, with broad impact, and act as a key participant in overseeing lending activities for a wholesale banking business and geographic market
  • Review and research complex multifaceted, large scale, and long term business challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors
  • Make decisions in complex and multifaceted situations requiring understanding of the function, policies, procedures, and compliance requirements that influence and lead the broader work team to meet deliverables and drive new initiatives
  • Collaborate and consult with peers, colleagues, and mid level to more experienced managers to resolve issues and achieve goals
  • Lead projects and teams or serve as a peer mentor


Required Qualifications:

  • 5+ 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.


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: 

12 May 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.


Lead Commercial Banking Portfolio Manager

Compensation

Not specified

City: Not specified

Country: Not specified

Wells Fargo Corporate & Investment Banking  logo
Investment Banking

7 days ago

No clicks

at Wells Fargo Corporate & Investment Banking

ExperiencedNo visa sponsorship

**Lead Commercial Banking Portfolio Manager** - Wells Fargo is seeking an experienced professional to lead complex initiatives and oversee lending activities in a wholesale banking business. This role involves cross-functional team leadership, analyzing multifaceted business challenges, making strategic decisions, and collaborating with peers to drive goals. Key responsibilities include: - Leading complex, cross-functional initiatives with broad impact. - Researching and analyzing large-scale, long-term business challenges. - Making decisions in complex situations, requiring understanding of policies, procedures, and compliance requirements. - Collaborating with colleagues to resolve issues and achieve goals. - Mentoring team members and leading projects. Required qualifications: - 5+ years in Commercial Banking Portfolio Management, or equivalent demonstrated through work experience, training, or education. - Strong financial analysis skills, including knowledge of financial statements, ratios, and benchmarks (preferably in Real Estate). - Proficiency in Discounted Cash Flow, Comparable Company, and Precedent Transaction analysis. - Excellent communication skills, with a focus on business writing for credit reports. - Ability to synthesize data from multiple sources into prescribed templates. In addition, this role requires foundational AI literacy, including understanding and application of AI tools, critical thinking, responsible AI use, and adaptability to emerging technologies. Wells Fargo is an equal opportunity employer, valuing diversity and offering accommodations for applicants with disabilities.

Full Job Description

About this role:

Wells Fargo is seeking a Lead Commercial Banking Portfolio Manager


In this role, you will:

  • Lead complex initiatives including those that are cross functional, with broad impact, and act as a key participant in overseeing lending activities for a wholesale banking business and geographic market
  • Review and research complex multifaceted, large scale, and long term business challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors
  • Make decisions in complex and multifaceted situations requiring understanding of the function, policies, procedures, and compliance requirements that influence and lead the broader work team to meet deliverables and drive new initiatives
  • Collaborate and consult with peers, colleagues, and mid level to more experienced managers to resolve issues and achieve goals
  • Lead projects and teams or serve as a peer mentor


Required Qualifications:

  • 5+ 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.


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: 

12 May 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.