Senior Commercial Banking Portfolio Manager

Wells Fargo

. Perform financial research, underwriting, and structuring of highly complex private banking, consumer, and mortgage relationships within Commercial Banking Portfolio Management .

Posted 10/31/2026full-timeUnited StatesSenior💰 $100,000 - $196,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Commercial Banking Portfolio Management, with a strong focus on Investor Real Estate lending, credit analysis, and compliance. Proven ability to lead teams, manage risk, and conduct thorough financial evaluations in a fast-paced environment.

Highest-signal resume keywords

Commercial Banking Portfolio Management ExperienceInvestor Real Estate Lending Credit AnalysisCredit Underwriting ExperienceRisk Management and Compliance SkillsFinancial Statement Analysis

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial ResearchUnderwritingCredit AnalysisLoan Documentation ReviewRegulatory ComplianceRisk IdentificationFinancial Projection ModelingDue DiligenceGovernanceProblem-Solving

Soft Skills

Attention to DetailSelf-MotivationOrganizational SkillsMultitaskingInterpersonal Skills

Tools & Technologies

Microsoft OfficeExcel

Industry Keywords

Commercial BankingInvestor Real EstatePortfolio ManagementFinancial Crimes ComplianceOperational Compliance

About the role

Key responsibilities & impact

Perform financial research, underwriting, and structuring of highly complex private banking, consumer, and mortgage relationships within Commercial Banking Portfolio Management
Review and research business financial statements and tax returns requiring in-depth evaluation of multiple factors
Resolve moderately complex issues and lead the Commercial Banking Portfolio Management team to meet project deliverables
Apply knowledge of function policies, procedures, and compliance requirements
Collaborate and consult with Portfolio Management peers, colleagues, and mid-level managers to resolve issues and achieve goals
Lead projects and teams or mentor less experienced individuals
Cover the investment real estate segment for companies with portfolios ranging from $25 million to $2 billion
Support risk and compliance programs, including credit, market, financial crimes, operational, and regulatory compliance
Conduct proactive monitoring, governance, risk identification, escalation, remediation, and sound risk decisions

Requirements

What you’ll need

4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through 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
Strong risk management and compliance skills
Ability to understand and review loan documentation
Demonstrated attention to detail, self-motivation, and independent problem-solving
Experience working in a high-paced environment with strong organizational, multitasking, and prioritizing skills
Excellent verbal, written, and interpersonal skills
Experience working and 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
Position does not support Visa Sponsorship
Ability to work a hybrid work schedule
Must comply with applicable outside activities and personal investing policies
Must provide accurate information and supporting documentation for lawful employment and education verification

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