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Senior Lead Commercial Banking Portfolio Manager
Wells Fargo. Act as an advisor to senior leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for highly complex business and technical needs across groups and functions .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in Commercial Banking Portfolio Management, with a strong focus on credit, underwriting, and risk mitigation. Proven ability to lead cross-functional strategies and deliver innovative business solutions while ensuring compliance with regulatory standards.
Highest-signal resume keywords
Commercial Banking Portfolio Management ExperienceCredit Authority ExperienceComplex Credit And Underwriting ExpertiseFormal Credit Training Program CompletionRisk Identification And Mitigation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Credit AnalysisUnderwritingDebt Structure ManagementCommercial LendingTreasury ManagementRegulatory ComplianceChange ManagementAnalytical ThinkingStrategic PlanningProblem Solving
Soft Skills
Excellent Communication SkillsInterpersonal SkillsPartnership DevelopmentLeadershipCollaboration
Industry Keywords
Commercial BankingFinancial Crimes RiskOperational RiskMarket RiskCompliance Risk
About the role
Key responsibilities & impact- Act as an advisor to senior leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for highly complex business and technical needs across groups and functions
- Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas of the company
- Deliver long-term, large-scale solutions requiring vision, creativity, innovation, advanced analytical and inductive thinking, coordination of highly complex activities, and guidance to others
- Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions that are large-scale, cross-functional, or companywide strategies within Commercial Banking Portfolio Management
- Engage with Commercial Banking Portfolio Management professionals and managers across the company and serve as an expert advisor to leadership
- Support execution of applicable credit, market, financial crimes, operational, and regulatory compliance risk programs
- Proactively monitor, govern, identify, escalate, and remediate risk and make sound risk decisions
Requirements
What you’ll need- 7+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education
- Experience with complex credit, underwriting, and debt structure for clients with annual revenue of $25MM to $2B
- Credit authority experience
- Strong partnership within internal and external partners
- Completion of a formal credit training program
- Comprehensive knowledge and understanding of core banking products and services such as commercial lending and treasury management
- Experience developing and maintaining external and internal partnerships
- Experience in swiftly adopting and executing change management to enable business growth
- Experience identifying and mitigating risk, ensuring compliance with processes and procedures
- Excellent verbal, written, and interpersonal communication skills
- Bachelor's degree in accounting, finance, or business
- This position is not eligible for Visa sponsorship
- Ability to travel up to 10% of the time
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
- May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards
- Hybrid work schedule