Mid-Corporate Portfolio Manager (Senior Analyst)
$77k - $145kWells Fargo Bank
About this role: Wells Fargo is seeking a Mid-Corporate Portfolio Manager, Senior Analyst in the Commercial Banking group. This role will work as a key member of deal teams that provide underwriting to prepare recommendations to extend credit and monitor existing credit relationships. This Senior Analyst will support our clients with revenues from $500M to $2B primarily focused on our C&I group. #CommercialBanking In this role, you will:
- Participate in the underwriting to support moderate to high complex Mid-Corporate Portfolio clients
- Assist with financial modeling and projections, credit analysis, and industry or business risk analysis, in support of loan structuring decision making activities for Mid-Corporate sized companies
- Support Senior Portfolio Managers in credit underwriting, which accounts for all risk factors and providing risk rating recommendations.
- Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements.
- General responsibilities include working with Mid Corporate Portfolio Management, relationship managers and credit approvers to originate, monitor and grow Mid-Corporate relationships.
- Specifically accountable for credit underwriting and origination, portfolio monitoring, renewals and annual reviews.
- Manage and promote the maintenance of a portfolio that adheres to all applicable credit policies and compliance requirements.
- 2+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Strong analytical skills including analyzing complex data
- Ability to perform in depth commercial financial statement analysis
- Knowledge and understanding of debt and equity capital markets
- Completion of a formal credit training program
- Underwriting experience
- Intermediate Microsoft Office skills, including using Excel for financial analysis and projection modeling
- Excellent verbal, written, and interpersonal skills, including ability to present to decision makers and customers in a professional and confident manner
- Experience with nCino
- A BS/BA degree or higher
- Ability to travel up to 10% of the time
- 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
- 400 Capitol Mall, Sacramento, CA
- 1655 Grant St., Concord, CA
- 333 S Grand Ave., Los Angeles, CA
- 299 S Main St., Salt Lake City, UT
- 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
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