Corporate Banking Portfolio Manager 4

Job Description

The Portfolio Manager 4 is focused on Corporate Banking portfolio credit management. Independently, or in collaboration with the Relationship Manager, responsible for monitoring, documenting, underwriting, negotiating, executing and reacting to the credit quality of an assigned portfolio of loans. Typically works with more complex deals, has significant client interaction, and provides recommendations on decisions related to managing the portfolio. This includes synthesizing industry and economic trends and the analysis of the financial performance of individual customers and underwriting of credit products and operating exposures. Works with clients directly to understand credit needs and represents the bank in developing and maintaining client relationships. Continuously looks for opportunities for revenue generation and cross-selling products and services. May or may not have revenue generation goals. Manages and promotes the maintenance of a portfolio that adheres to all applicable credit policies and compliance requirements. Responsibilities may also include training, supervision and mentoring of credit analysts, junior relationship managers and junior portfolio managers. In partnership with Senior Portfolio Manager(s) and Relationship Manager(s), leads the credit approval process and Corporate Banking and/or Wholesale Credit Risk and Senior Management.

Team members 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 unit's risk appetite and all risk and compliance program requirements.

Required Qualifications

  • 7+ years of experience in one or a combination of the following: underwriting, credit, or portfolio management.

Desired Qualifications

  • Extensive knowledge and understanding of corporate banking credits, cash flow analysis, and underwriting guidelines
  • Ability to thoroughly analyze credits on an independent basis and communicate findings in a concise manner
  • Strong analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills

Other Desired Qualifications

  • Working knowledge of Technology, Media and Telecom industry dynamics and clients
  • Leveraged lending experience
  • Financial sponsors transactions
  • Syndicated lending
  • Lead underwriter managing a deal team in leveraged and investment grade relationships
  • Lead role in syndicated agency transactions


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.


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