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Senior Lead Commercial Banking Credit Portfolio Consultant - Beverage

5 days ago Charlotte, NC

About this role:

Wells Fargo is seeking a Senior Lead Commercial Banking Credit Portfolio Consultant for clients with annual revenue of $100MM to $2B supporting our Specialized Industry Beverage finance, as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com .

In this role, you will:

  • Advise leadership to develop or influence credit and portfolio strategies for highly complex business and technical needs
  • Lead the strategy and resolution of high complex and unique challenges requiring in-depth evaluation, vision, creativity, innovation, advanced analytical and inductive thinking, and coordination of highly complex activities
  • Monitor, assess, and report on asset quality, portfolio trends, and credit policy exception trends
  • Provide vision, direction, and expertise to leadership on implementing innovative and significant business solutions that are large scale, cross functional, or companywide strategies
  • Apply line of business and subject matter expertise to serve as a consultant and resource regarding credit, credit portfolio, and risk strategies
  • Engage with all levels of professionals and managers across the enterprise
  • Serve as an expert advisor to leadership on issues associated with or affected by Credit Portfolio Consulting functional area
Required Qualifications:

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  • 7+ years of Credit Portfolio Consulting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired qualifications:
  • Experience with complex credit, underwriting, and debt structure for clients with annual revenue of $100MM to $2B
  • 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 risk, ensuring compliance with processes, and mitigating risk issues
  • Excellent verbal, written, and interpersonal communication skills
  • Bachelor's degree in accounting, finance, or business
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
  • Ability to travel up to 10% of the time
#CommercialBanking

Job Locations:
  • 550 S Tryon, Charlotte, NC
Posting End Date:
17 Aug 2025
*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 unit's 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.

Client-provided location(s): Charlotte, NC
Job ID: WellsFargo-R-476438
Employment Type: FULL_TIME
Posted: 2025-07-29T03:19:33

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • FSA
    • HSA
    • Mental Health Benefits
    • Short-Term Disability
    • Long-Term Disability
  • Parental Benefits

    • Adoption Assistance Program
    • Family Support Resources
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Return-to-Work Program
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Performance Bonus
    • Stock Purchase Program
  • Professional Development

    • Tuition Reimbursement
    • Access to Online Courses
    • Internship Program
    • Associate or Rotational Training Program
    • Promote From Within
    • Mentor Program
  • Diversity and Inclusion

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