Commercial Banking Portfolio Manager Job at California Staffing, San Francisco, CA

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  • California Staffing
  • San Francisco, CA

Job Description

Commercial Banking Portfolio Manager

Wells Fargo is seeking a Commercial Banking Portfolio Manager for clients with annual revenue of $25M to $100M supporting the Emerging Middle Market area of our Commercial Bank. In this role, you will:

  • Research complex credit investigations and diverse credit information for loans
  • Identify opportunity for process improvements within scope of responsibilities or functional area
  • Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables
  • Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
  • Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers

Required Qualifications:

  • 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

Desired Qualifications:

  • Experience with complex credit, underwriting, and debt structure for clients with annual revenue of $25M to $100M
  • Completion of a formal credit training program
  • Proven ability to manage client relationships and collaborate with cross-functional teams
  • Experience as a commercial banking Portfolio Manager, with a focus on Middle Market C&I, Commercial Real Estate, and Investor Real Estate
  • Strong expertise in loan origination, portfolio monitoring, financial modeling, credit underwriting, and risk analysis for complex commercial businesses
  • Demonstrated leadership and mentorship capabilities
  • Excellent communication and presentation skills, with the ability to convey complex financial information clearly
  • In-depth knowledge of industry standards, banking regulations, and compliance requirements
  • Familiarity with the Bank's software and credit risk management tools
  • Bachelor's degree in Finance, Accounting, Business, Economics, or a related field

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

Job Locations:

  • 1000 Lakes Dr Ste 100, West Covina, CA
  • 333 Market St., San Francisco, CA
  • 299 S Main St., Salt Lake City, UT
  • 2141 Rosecrans Ave., El Segundo, CA
  • 21255 Burbank Blvd., Woodland Hills, CA
  • 1655 Grant St., Concord CA
  • 1800 Century Park E., Los Angeles, CA
  • 8601 N Scottsdale Rd., Scottsdale, AZ
  • 111 West Ocean Blvd., Long Beach, CA
  • 350 W Colorado Blvd., Pasadena, CA
  • 333 S Grand Ave., Los Angeles, CA

Pay Range:

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $77,000.00 - $145,000.00

Benefits:

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

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 commensurate with the business unit's risk appetite and all risk and compliance program requirements.

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:

  • Third-Party recordings are prohibited unless authorized by Wells Fargo.
  • Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Req Number: R-503150

California Staffing

Job Tags

Work experience placement,

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