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Senior Lead Credit Portfolio Consultant

$159k - $305k

Wells Fargo

Senior Lead Portfolio Consultant

Wells Fargo is seeking a Senior Lead Portfolio Consultant to join the Commercial Banking (CB) Risk Management & Credit Insight team. This role plays a critical part in supporting portfolio insight initiatives and strengthening risk program execution across the Commercial Bank.

The team is looking for a highly organized and detail-oriented professional who can drive coordination, improve operational efficiency, and execute on key deliverables supporting risk and portfolio management initiatives. This individual will work across stakeholders to streamline processes and ensure timely, high-quality outcomes.

The ideal candidate brings strong analytical capabilities, experience in data research and credit processes, and a solid understanding of risk management principles. Success in this role requires the ability to synthesize complex information, identify insights, and contribute to informed decision-making within a fast-paced, highly regulated environment.

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:

  • 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:

  • Strong ability to synthesize complex information and present clear, concise summaries to leadership for strategic decision making
  • Strong analytical skills with high attention to detail and accuracy to make informed decisions
  • Experienced in creating impactful presentations that communicate complex information in an easy-to-understand format
  • Foundational understanding of Risk Management principles
  • Proficient in Excel and PowerPoint
  • Exceptional organizational skills, with proven ability to manage multiple tasks, prioritize effectively, and maintain order in fast-paced environment
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to work in a highly collaborative work environment
  • Excellent verbal, written, and interpersonal skills, with experience effectively working and communicating with internal partners both in person and remotely
  • Knowledge and understanding of CB lines of businesses, commercial banking credit policy, and risk management

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

Location:

  • 2700 South Price Road - Chandler, Arizona 85286
  • 1150 W Washington St Tempe, Arizona 85288
  • 333 Market Street - San Francisco, California 94105
  • 600 South 4th Street - Minneapolis, Minnesota 55415
  • 550 South Tryon Street - Charlotte, North Carolina 28202
  • 1525 W W T Harris Blvd - Charlotte, North Carolina 28262
  • 401 Las Colinas Blvd W - Irving, Texas 75039
  • 2240 Butler Pike Plymouth Meeting, Pennsylvania 19462
  • 1100 Abernathy Rd. Atlanta, Georgia 30328
  • 299 South Main Street - Salt Lake City, Utah 84111

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$159,000.00 - $305,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

  • 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
Wells Fargo
Vacancy posted 15 hours ago
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