Senior Mid-Corporate Portfolio Manager

Wells Fargo

. Manage a complex credit portfolio of account relationships in Mid-Corporate Credit Execution within Middle Market Banking .

Posted 9/28/2026full-timeUnited StatesSenior💰 $100,000 - $196,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Mid-Corporate Portfolio Management, including credit underwriting, financial modeling, and risk analysis. Proficient in managing complex credit portfolios while ensuring compliance with credit policies and regulatory requirements.

Highest-signal resume keywords

Mid-Corporate Portfolio ManagementCredit UnderwritingFinancial Statement AnalysisNCino ExperienceCredit Training Program Completion

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingCredit AnalysisRisk AnalysisData AnalysisPortfolio MonitoringDebt and Equity Capital Markets KnowledgeCredit Policy ComplianceMicrosoft ExcelCredit Risk ProgramsCommercial Financial Analysis

Soft Skills

Analytical SkillsVerbal CommunicationWritten CommunicationInterpersonal SkillsPresentation Skills

Tools & Technologies

Microsoft OfficeNCino

Certifications & Qualifications

Completion of Formal Credit Training Program

Industry Keywords

Mid-Corporate BankingCredit Portfolio ManagementRisk ManagementRegulatory ComplianceFinancial Crimes Compliance

About the role

Key responsibilities & impact

Manage a complex credit portfolio of account relationships in Mid-Corporate Credit Execution within Middle Market Banking
Assist with financial modeling and projections, credit analysis, and industry or business risk analysis to support loan structuring decisions for Mid-Corporate companies
Support Senior Portfolio Managers in credit underwriting, accounting for risk factors and providing risk rating recommendations
Present recommendations for resolving complex situations and exercise independent judgment
Work with Mid-Corporate Portfolio Management, relationship managers, and credit approvers to originate, monitor, and grow Mid-Corporate relationships
Perform credit underwriting and origination, portfolio monitoring, renewals, and annual reviews
Manage and promote maintenance of a portfolio adhering to applicable credit policies and compliance requirements
Provide guidance to and assist with development of less experienced team members
Execute applicable Credit, Market, Financial Crimes, Operational, and Regulatory Compliance risk programs
Proactively monitor, identify, escalate, and remediate risk and compliance issues

Requirements

What you’ll need

4+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through work experience, training, military experience, or 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
Must adhere to applicable credit policies, compliance requirements, and Wells Fargo risk and compliance programs
Must directly represent your own experiences during the recruiting and hiring process

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