Commercial Banking Portfolio Manager

Wells Fargo

. Manage commercial banking portfolios in the investment real estate segment for companies with portfolios ranging from $25 million to $2 billion .

Posted 10/9/2026full-timeUnited StatesJuniorMid-Level💰 $77,000 - $145,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Commercial Banking Portfolio Management, with a strong focus on Investor Real Estate lending, credit analysis, and risk management. Proficient in financial analysis, compliance, and effective communication with stakeholders.

Highest-signal resume keywords

Commercial Banking Portfolio ManagementInvestor Real Estate Lending Credit AnalysisCredit Underwriting ExperienceFinancial Statement AnalysisRisk Management and Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Credit UnderwritingFinancial AnalysisProjection ModelingLoan Documentation ReviewProcess ImprovementCredit Risk EvaluationRegulatory ComplianceAttention to DetailAnalytical SkillsIndependent Problem-Solving

Soft Skills

Self-MotivationOrganizational SkillsMultitaskingPrioritizing SkillsEffective Communication

Tools & Technologies

Microsoft OfficeExcel

Industry Keywords

Investment Real EstateCommercial LendingMiddle Market CreditDue DiligenceHigh-Paced Environment

About the role

Key responsibilities & impact

Manage commercial banking portfolios in the investment real estate segment for companies with portfolios ranging from $25 million to $2 billion
Research complex credit investigations and diverse credit information for loans
Identify process-improvement opportunities within assigned responsibilities or functional areas
Review operational assignments requiring research, evaluation, and selection of alternatives
Exercise independent judgment to guide medium-risk deliverables
Present recommendations for resolving complex situations
Develop expertise in relevant functions, policies, procedures, and compliance requirements
Collaborate and consult with functional colleagues, internal partners, stakeholders, and internal and external customers
Evaluate credit risk across traditional and complex financing arrangements
Apply market dynamics, financial analysis, and risk-management principles

Requirements

What you’ll need

2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education
2+ years of experience underwriting Investor Real Estate clients
Strong Investor Real Estate lending credit analysis skills with high attention to detail and accuracy
Experience with commercial, owner-occupied real estate lending, including documentation, due diligence, and regulatory compliance processes
Credit underwriting experience including Commercial Middle Market/Mid-Corp credit or specialty group relationship portfolio credit
Strong analytical skills and ability to perform in-depth commercial financial statement analysis and projection modeling
Strong risk management and compliance skills
Ability to understand and review loan documentation
Demonstrated attention to detail, self-motivation, and independent problem-solving ability
Experience/ability working in a high-paced environment, with strong organizational, multitasking, and prioritizing skills
Excellent verbal, written, and interpersonal skills; experience communicating effectively with internal partners in person and remotely
Microsoft Office skills, including Excel for financial analysis and projection modeling
Ability to travel up to 10% of the time
This position does not support Visa Sponsorship
Ability to work a hybrid work schedule
Must comply with applicable outside-activities and personal-investing policies if hired

Benefits

Comp & perks

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
Incentive opportunities may be available