GIB Portfolio Manager 2

Job Description

The Government and Institutional Banking (GIB) group brings together Capital Markets and Commercial Banking solutions for the government, education, tax-exempt and nonprofit healthcare sectors into one team, offering an integrated approach that centers our business around the needs of our client. We take great pride in approaching each relationship individually, as one team, leveraging the resources of Wells Fargo to create the most value for our client.

This Portfolio Manager position is focused on managing a large and/or very complex credit portfolio of large Not-for-Profit Health System relationships within the Regional Government Banking Office (RGBO). General responsibilities include working with senior management, relationship managers and credit to originate, monitor and grow middle market relationships. Specifically accountable for credit underwriting and origination, portfolio monitoring, renewals and annual reviews, coordination of pricing, and for revenue growth, cross-sell and relationship profitability. Manages and promotes the maintenance of a portfolio that adheres to all applicable credit policies and compliance requirements. Works with clients directly to understand credit needs and represents the bank in developing and maintaining client relationships. May or may not have revenue generation goals.

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

  • 5+ years of account relationship management experience, credit underwriting management experience, or a combination of both

Desired Qualifications

  • Underwriting experience including advanced commercial or specialty group relationship portfolio credit
  • Experience negotiating interest rates, price, terms, and collateral requirements
  • Knowledge and understanding of commercial and specialty group banking products and services
  • Solid knowledge and understanding of credit policy, loan servicing, risk management, and group underwriting requirements
  • Financial analysis experience
  • Advanced Microsoft Office (Word, Excel, and Outlook) skills
  • Good verbal, written, and interpersonal communication skills
  • Knowledge and understanding of accounting principles and policies

Disclaimer

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.

0010887 WHOLESALE BANKING


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