About this role:

Wells Fargo is seeking a Commercial Banking Portfolio Manager to join the CRE Specialized Cash Management Team. The CRE Specialized Cash Management Team is a group of professionals that manage the treasury management credit exposure and client relationship for real estate owners, operators, borrowers, lenders and loan servicers.

In this role, you will:

Lead complex initiatives or large portfolio of customers and share leadership role with managers to oversee a portfolio of accounts

Analyze and underwrite credit exposure and prepare associated quarterly and annual reviews

Manage expectations of loan originators, borrowers and loan servicers both external and internal

Participate in developing and maintaining client relationships with intermediate critical or complex clients​

Reviewing and negotiating legal documentation, and credit/risk management

Identify opportunity for process improvements within the portfolio

Review the decision process for customer accounts and evaluate the profitability and risk of designated portfolio

Verify compliance and report identified issues for resolution

Make decisions on complex customer issues

Partner with managers to resolve issues and provide status updates on implementations

Develop expertise in the policies, procedures and compliance requirements

Handle complex customer issues which include escalation and resolution

Lead team and serve as a subject matter expert for the department

Collaborate and consult with peers, colleagues, internal partners and managers to resolve issues and achieve goals

Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures and compliance requirements

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:

BS/BA degree or higher

2+ years of commercial real estate experience

2+ years of treasury management experience

2+ years of customer service experience

Ability to provide strong customer service while listening, eliciting information, and comprehending customer issues

Good analytical skills with high attention to detail and accuracy

Intermediate Microsoft Office (Word, Excel, and Outlook) skills

Knowledge and understanding of Know Your Customer (KYC) regulations

Strong organizational, multi-tasking, and prioritizing skills

Strong, clear and concise written and oral communication skills

Job Expectations:

In office required 4 days a week at one of the locations listed. Charlotte, NC

Ability to travel as needed

Ability to work additional hours as needed

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should

Posting End Date: 

*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.