Commercial Banking Portfolio Manager

About this role:

Wells Fargo is seeking a Commercial Banking Portfolio Manager to join the CRE Specialized Cash Management Team. The CRE Specialized Cash Management Team is a group of professionals that manage the treasury management credit exposure and client relationship for real estate owners, operators, borrowers, lenders and loan servicers.

In this role, you will:

• Lead complex initiatives or large portfolio of customers and share leadership role with managers to oversee a portfolio of accounts
• Analyze and underwrite credit exposure and prepare associated quarterly and annual reviews
• Manage expectations of loan originators, borrowers and loan servicers both external and internal
• Participate in developing and maintaining client relationships with intermediate critical or complex clients
• Reviewing and negotiating legal documentation, and credit/risk management
• Identify opportunity for process improvements within the portfolio
• Review the decision process for customer accounts and evaluate the profitability and risk of designated portfolio
• Verify compliance and report identified issues for resolution
• Make decisions on complex customer issues
• Partner with managers to resolve issues and provide status updates on implementations
• Develop expertise in the policies, procedures and compliance requirements
• Handle complex customer issues which include escalation and resolution
• Lead team and serve as a subject matter expert for the department
• Collaborate and consult with peers, colleagues, internal partners and managers to resolve issues and achieve goals
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures and compliance 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

• BS/BA degree or higher
• 2+ years of commercial real estate experience
• 2+ years of treasury management experience
• 2+ years of customer service experience
• Ability to provide strong customer service while listening, eliciting information, and comprehending customer issues
• Good analytical skills with high attention to detail and accuracy
• Intermediate Microsoft Office (Word, Excel, and Outlook) skills
• Knowledge and understanding of Know Your Customer (KYC) regulations
• Strong organizational, multi-tasking, and prioritizing skills
• Strong, clear and concise written and oral communication skills

• In office required 4 days a week at one of the locations listed. Charlotte, NC
• Ability to travel as needed
• Ability to work additional hours as needed
• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should