Senior Lead Credit Portfolio Consultant
$159k - $305kWells 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
- ...financial services company is seeking a Senior Manager for its Alternative... ...managing tax equity transactions and leading underwriting and portfolio management efforts. Candidates should... ...5 years of experience in tax equity credit underwriting, strong analytical skills...Senior
- ...as well as other consumable medical devices under a strong portfolio of world class brands. Dentsply Sirona’s products provide... ...helping improve oral health worldwide. The GBS Portfolio Senior Manager & PMO Lead, reporting to the Senior Director of Global Business Services...SeniorWorldwideHome office
- Bank of America seeks an experienced professional to lead credit review processes in Charlotte, NC. The role involves conducting examinations, assessing credit risks, and managing portfolios within the large corporate credit platform. The ideal candidate will have over...Senior
- A financial services corporation in Charlotte, NC seeks a Commercial Credit Underwriting Portfolio Manager Team Leader. This role involves managing a team of underwriting professionals, ensuring compliance with regulatory standards, and overseeing credit practices. The...SeniorFull time
- Atlantic Union Bank in Canada, New Brunswick, is seeking a Credit Portfolio Manager III to lead the underwriting and management of complex Wholesale Banking loans. The role requires a Bachelor's degree in Accounting or Finance and over seven years of experience in commercial...Senior
- A leading IT consulting firm has an exciting opportunity for a Principal/Senior Product Owner in Charlotte, NC. You will oversee a product portfolio, focusing on strategic thinking and hands-on execution. The ideal candidate will have over 10 years of experience in product...SeniorFull time
- Trimont Real Estate Advisors LLC. in Charlotte is seeking a Senior Associate for Credit Portfolio Management. This role involves partnering with an Asset Manager to service a portfolio of securitized commercial real estate loans. Responsibilities include ensuring compliance...Senior
$194.23k - $228.5k
...Supervises a team of loan officers/relationship managers on a portfolio of corporate accounts. Provides subordinate officers with functional... ..., and services a wide variety of corporate loans and lines of credit, both secured and unsecured. Interviews loan applicants on very...Temporary workLocal area- First National Bank Of Pennsylvania seeks a Commercial Credit Underwriting Portfolio Manager 2 in Charlotte, North Carolina. In this role, you'll manage a designated commercial loan portfolio, overseeing underwriting and ensuring compliance with regulatory standards. Collaborate...Senior
- First National Bank is looking for a Commercial Credit Underwriting Portfolio Manager 2 in Charlotte, NC. This role is responsible for managing a Commercial loan portfolio, ensuring compliance with bank guidelines, and mentoring junior team members. The candidate must have...Senior
- F.N.B. Corporation in Charlotte, NC is seeking an Underwriting Portfolio Manager responsible for managing a team of Underwriting Portfolio Managers. This role involves credit underwriting, portfolio management, and oversight to ensure compliance with regulatory guidelines...Senior
- ...Senior Portfolio Manager - Financial Institutions Group - Insurance Make banking a Fifth Third better® We connect great people to great... ...to be on the corporate Financial Institutions Group team in Credit Solutions. Experience in lending to Financial Institutions,...SeniorWork at office
$145k - $185k
...Overview The Vice President, Underwriting Portfolio Manager is responsible for both... ...requirements and market conditions. The VP will lead analysis, reporting, and asset management... ...Lead the underwriting of credit transactions in accordance with established...SeniorWork at office$194.23k - $228.5k
...Job Description Institutional Client Group Senior Portfolio Manager - Media & Telecom will oversee the underwriting and credit risk assessment of commercial loans within... ...credit decisions. Key Responsibilities • Lead and manage a team of underwriters focused on...SeniorTemporary workLocal area- ...individual in this role will manage a portfolio of corporate healthcare... ...on appropriate credit structures, pricing, etc. PMs... ...Some travel required. Senior Portfolio Manager - National... ....com Careers page at: or by consulting with your talent acquisition...SeniorWork at office
$96.5k - $207.5k
...Bank. GENERAL FUNCTION: The Senior Portfolio Manager will work with the Tax Credit Lending team and will have... ...facing, requiring the individual to lead diligence calls. Responsible and... ...our 53.com Careers page at: or by consulting with your talent acquisition...Senior$96.5k - $207.5k
...GENERAL FUNCTION: The Commercial Senior Portfolio Manager is key member of the "coverage... ...making recommendations on appropriate credit structures, pricing, etc. PMs are directly... ...on our 53.com Careers page at: or by consulting with your talent acquisition partner....SeniorWork at office$95k - $100k
...Description Job Overview: The Senior Portfolio Manager will oversee a portfolio of Commercial Property Owner Association accounts to ensure business is executed in a timely and accurate manner, in accordance with Association governing documents, Board policies...SeniorFull timeContract workPart timeSeasonal workWork at officeLocal areaFlexible hours- ...Senior Portfolio Underwriter Berkley Fire & Marine Underwriters was launched in 2013 and is... ...agents and brokers through proactive and consultative service on accounts. Analyze... ...higher volume of portfolio accounts. Lead change management. May assist in more...SeniorFull timeWork at officeRemote work
$96.5k - $207.5k
A national banking institution is seeking a Commercial Senior Portfolio Manager in Charlotte, NC. This role involves managing a complex portfolio... ...'s degree in Business and over 8 years of experience in credit analysis or loan review. A competitive salary range from $96,...Senior- A major insurance organization is seeking a Senior Portfolio Underwriter based in Charlotte, NC. This pivotal role involves evaluating and underwriting commercial risks, mentoring junior underwriters, and contributing to strategic portfolio management. The ideal candidate...Senior
$96.5k - $207.5k
Fifth Third Bank is seeking a Commercial Senior Portfolio Manager in Charlotte, North Carolina. This role requires expertise in managing commercial client portfolios and advice on credit structures and pricing. Key responsibilities include reviewing financial statements...Senior- ...Job Title Underwrites credit exposure for Wholesale Banking clients and actively manages a Middle Market or CML portfolio. Includes day-to-day client interaction, managing portfolio... ...from time to time. Underwriting: Leads the entire commercial underwriting process...Senior
- A leading financial services company is looking for a Senior Manager in Charlotte, NC, for its Alternative Renewable Energy... ...equity transactions, and managing portfolios effectively. Ideal candidates... ...years of experience in tax equity credit underwriting or asset management...Senior
$90k - $160k
...Credit Risk Portfolio Officer Senior - Residential & Consumer / Small Business Responsible for portfolio risk monitoring, identification and mitigation... ...risk, performance, emerging trends and opportunities Lead the development of analytics and advanced visualization...Senior- ...role: Wells Fargo is seeking a Senior Investment Portfolio Control Consultant supporting the Private Wealth Businesses... ...). In this role, you will: Lead or partner with the relevant... ...execution of all applicable risk programs (Credit, Market, Financial Crimes,...SeniorWork experience placementWork at office
- ...limit. Partners with Relationship Managers, Credit Portfolio Managers, and the Credit Portfolio... ...regulatory and compliance guidelines. Lead the independent underwriting process for... ...internal and external stakeholders. This senior position may mentor CPMs I and II, as...Temporary workWork experience placement
- ...Lead Commercial Loan Closing Specialist in Capital Finance Are... ...teams, including underwriting, portfolio, legal (in-house and external)... ..., deal closing, letters of credit, tax reporting, operational risk... ...while also contributing as a senior member of a collaborative team...Work experience placementWork at office
- ...the team ~ Own and drive the portfolio intelligence that shapes how... ...performance and risk. You'll connect credit data, commercial outcomes, and... ...credit decisions. ~ Lead portfolio monitoring and performance... ...portfolio reporting pack for senior leadership, bringing clarity...SeniorStart working todayWork at officeRemote workWorldwideFlexible hours3 days per week
- U.S. Bank is seeking a Senior Credit Risk Approver in Charlotte, NC, responsible for approving credit risk and related responsibilities... ...with various business lines to ensure compliance, monitor risk portfolios, and guide on capital markets transactions. Benefits include...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Lead Credit Portfolio Consultant. Be the first to apply!
- credit counselor Charlotte, NC
- credit consultant Charlotte, NC
- credit advisor Charlotte, NC
- senior game producer Charlotte, NC
- senior manager process engineering Charlotte, NC
- senior manager clinical operations Charlotte, NC
- senior lead project manager Charlotte, NC
- senior manager quality engineering Charlotte, NC
- senior device engineer Charlotte, NC
- senior full stack developer Charlotte, NC

