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Senior Lead Commercial Banking Portfolio Manager

ExperiencedNo visa sponsorship

Posted 2 months ago

No clicks

The Senior Lead Commercial Banking Portfolio Manager will support Wells Fargo's Emerging Middle Market and Middle Market banking segments as part of the Credit Execution Team in Commercial Banking. The role involves advising senior leadership, shaping objectives and resource plans for highly complex business and technical needs, and leading strategy and resolution of cross-functional challenges. The position requires delivering long-term, large-scale solutions with advanced analytical and leadership guidance across the portfolio management function. It also involves providing vision and expertise to drive innovative, cross-functional business solutions and engaging with Portfolio Management professionals across the company.

Compensation
Not specified

Currency: Not specified

City
Dallas, San Antonio
Country
United States

Full Job Description

About this role:

Wells Fargo is seeking a Senior Lead Commercial Banking Portfolio Manager to support its Emerging Middle Market and Middle Market banking segments as part of the Credit Execution Team in Commercial Banking. Learn more about the career areas and lines of business at wellsfargojobs.com. #CommercialBanking


In this role, you will:

  • Act as an advisor to senior leadership to develop or influence objectives, plans, specifications, resources, and long term goals for highly complex business and technical needs across groups and functions
  • Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas of the company
  • Deliver solutions that are long term, large scale, which require vision, creativity, innovation, advanced analytical and inductive thinking, coordination of highly complex activities, and guidance to others
  • Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions that are large scale, cross functional, or companywide strategies within Commercial Banking Portfolio Management functional area
  • Engage with Commercial Banking Portfolio Management professionals and managers across the company and serve as an expert advisor to leadership


Required Qualifications:

  • 7+ 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:

  • 6+ years of experience underwriting Emerging Middle Market and Middle Market customers
  • Experience negotiating, managing and amending complex credit facility legal documentation
  • Strong risk management and compliance skills
  • Experience with complex credit, underwriting, and debt structure within the Emerging Middle Market and Middle Market banking segments
  • 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 developing and maintaining external and internal partnerships
  • Experience in swiftly adopting and executing change management to enable business growth
  • Experience identifying and mitigating risk, ensuring compliance with processes and procedures
  • Excellent verbal, written, and interpersonal communication skills


Job Expectations:

  • This position is not eligible for Visa sponsorship
  • This position offers a hybrid work schedule
  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Locations:

  • 14241 Dallas Pkwy - Dallas, TX 75254
  • 4101 Wiseman Blvd - San Antonio, TX 78251
  • 10999 W Interstate 10 - San Antonio, TX 78230

Posting End Date: 

2 Apr 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.


Apply now

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.

Senior Lead Commercial Banking Portfolio Manager

Compensation

Not specified

City: Dallas, San Antonio

Country: United States

Wells Fargo Corporate & Investment Banking  logo
Investment Banking

2 months ago

No clicks

at Wells Fargo Corporate & Investment Banking

ExperiencedNo visa sponsorship

The Senior Lead Commercial Banking Portfolio Manager will support Wells Fargo's Emerging Middle Market and Middle Market banking segments as part of the Credit Execution Team in Commercial Banking. The role involves advising senior leadership, shaping objectives and resource plans for highly complex business and technical needs, and leading strategy and resolution of cross-functional challenges. The position requires delivering long-term, large-scale solutions with advanced analytical and leadership guidance across the portfolio management function. It also involves providing vision and expertise to drive innovative, cross-functional business solutions and engaging with Portfolio Management professionals across the company.

Full Job Description

About this role:

Wells Fargo is seeking a Senior Lead Commercial Banking Portfolio Manager to support its Emerging Middle Market and Middle Market banking segments as part of the Credit Execution Team in Commercial Banking. Learn more about the career areas and lines of business at wellsfargojobs.com. #CommercialBanking


In this role, you will:

  • Act as an advisor to senior leadership to develop or influence objectives, plans, specifications, resources, and long term goals for highly complex business and technical needs across groups and functions
  • Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas of the company
  • Deliver solutions that are long term, large scale, which require vision, creativity, innovation, advanced analytical and inductive thinking, coordination of highly complex activities, and guidance to others
  • Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions that are large scale, cross functional, or companywide strategies within Commercial Banking Portfolio Management functional area
  • Engage with Commercial Banking Portfolio Management professionals and managers across the company and serve as an expert advisor to leadership


Required Qualifications:

  • 7+ 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:

  • 6+ years of experience underwriting Emerging Middle Market and Middle Market customers
  • Experience negotiating, managing and amending complex credit facility legal documentation
  • Strong risk management and compliance skills
  • Experience with complex credit, underwriting, and debt structure within the Emerging Middle Market and Middle Market banking segments
  • 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 developing and maintaining external and internal partnerships
  • Experience in swiftly adopting and executing change management to enable business growth
  • Experience identifying and mitigating risk, ensuring compliance with processes and procedures
  • Excellent verbal, written, and interpersonal communication skills


Job Expectations:

  • This position is not eligible for Visa sponsorship
  • This position offers a hybrid work schedule
  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Locations:

  • 14241 Dallas Pkwy - Dallas, TX 75254
  • 4101 Wiseman Blvd - San Antonio, TX 78251
  • 10999 W Interstate 10 - San Antonio, TX 78230

Posting End Date: 

2 Apr 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.


SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.