Job Description
About the Role
As a Senior Lead Commercial Banking Portfolio Manager at Wells Fargo in Boise, you will be part of the Middle Market Credit Execution Team. Your primary responsibility will be to manage credit portfolios for commercial banking clients to meet their long-term financial objectives and risk tolerance.
This is a key member role within a client's deal team. You will evaluate and approve credit requests and portfolio monitoring activities for middle market commercial and industrial companies and investor real estate sponsors.
You will also participate in performing financial research, underwriting, and structuring of relationships within Commercial Banking Portfolio Management. Additionally, you will review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors.
Your Responsibilities
• Evaluate and approve credit requests and portfolio monitoring activities
• Participate in financial research, underwriting, and structuring of relationships
• Review and research business financial statements and tax returns
• Resolve moderately complex issues in conjunction with functional Commercial Banking Portfolio Management team
Requirements
• 7+ years of Commercial Banking Portfolio Management experience
• Comprehensive knowledge and understanding of commercial or specialty group: lending, loan servicing, products, and credit practices
• Experience effectively working and communicating with customers
• Excellent verbal, written, and interpersonal communication skills
As a Senior Lead Commercial Banking Portfolio Manager at Wells Fargo in Boise, you will be part of the Middle Market Credit Execution Team. Your primary responsibility will be to manage credit portfolios for commercial banking clients to meet their long-term financial objectives and risk tolerance.
This is a key member role within a client's deal team. You will evaluate and approve credit requests and portfolio monitoring activities for middle market commercial and industrial companies and investor real estate sponsors.
You will also participate in performing financial research, underwriting, and structuring of relationships within Commercial Banking Portfolio Management. Additionally, you will review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors.
Your Responsibilities
• Evaluate and approve credit requests and portfolio monitoring activities
• Participate in financial research, underwriting, and structuring of relationships
• Review and research business financial statements and tax returns
• Resolve moderately complex issues in conjunction with functional Commercial Banking Portfolio Management team
Requirements
• 7+ years of Commercial Banking Portfolio Management experience
• Comprehensive knowledge and understanding of commercial or specialty group: lending, loan servicing, products, and credit practices
• Experience effectively working and communicating with customers
• Excellent verbal, written, and interpersonal communication skills
💡 Quick Summary
Seeking a career-building opportunity? The Commercial Banking Portfolio Lead position is now open for candidates interested in the Bank Jobs sector. This role in Boise offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
