Wells Fargo
Senior Lead Mid-Corporate Portfolio Manager
Wells Fargo, Atlanta, Georgia, United States, 30383
About this role:
Wells Fargo is seeking a Senior Lead Mid-Corporate Portfolio Manager to join our team and support a portfolio of complex Mid-Corporate sized relationships.
In this role, you will:
Manage a portfolio of primarily syndicated cash flow credit relationships within the Commercial Banking Mid Corporate segment.
Lead deal teams comprised of junior portfolio managers to produce all credit analysis and approval documentation including in-depth diligence on company historical and projected performance, industry and economic trends and key risks.
Responsible for leading all aspects of the credit underwriting process, including, structuring, negotiating and execution of the most complex transactions with little to no supervision, including but not limited to acquisition financing, bridge underwriting, capital markets transactions, refinancings, incremental capital requests and amendments.
Manage all aspects of the credit approval process for ancillary banking products such as treasury management products, letters of credit, derivative hedging and other non-credit related products.
Will also manage the credit quality of assigned portfolio of loans on an ongoing basis including the production of periodic credit assessments and annual reviews.
In partnership with Mid-Corporate Relationship Manager(s), directly leads the credit approval process including presenting to Independent Risk Management, applicable credit committees and Senior Management.
Manages and promotes the maintenance of a portfolio that adheres to all applicable credit policies, procedures and compliance requirements.
Responsibilities will also include training, supervision and mentoring of credit analysts and junior portfolio managers.
Required Qualifications:
7+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Strong knowledge and understanding of risk management and complex credit executions related to acquisition financing and bridge underwriting
Strong knowledge and understanding of negotiating: interest rates, price, terms, and collateral requirements for leveraged transactions
Strong knowledge and understanding of commercial or specialty group: lending, loan servicing, products, and credit practices
Strong knowledge and understanding of debt and equity capital markets
Strong credit analysis skills of leveraged credits management
Experience originating, structuring, and executing bank lending transactions, other credit related products, for critical or complex clients
Advanced communication, coordination and leadership skills, including the ability to synthesize significant amounts of company, transaction and industry information into a well-supported credit thesis and recommendation.
Job Expectations:
Travel 10%
@RWF22
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$173,300.00 - $359,900.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.
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
Posting End Date:
* Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Req Number: R-413117
Wells Fargo is seeking a Senior Lead Mid-Corporate Portfolio Manager to join our team and support a portfolio of complex Mid-Corporate sized relationships.
In this role, you will:
Manage a portfolio of primarily syndicated cash flow credit relationships within the Commercial Banking Mid Corporate segment.
Lead deal teams comprised of junior portfolio managers to produce all credit analysis and approval documentation including in-depth diligence on company historical and projected performance, industry and economic trends and key risks.
Responsible for leading all aspects of the credit underwriting process, including, structuring, negotiating and execution of the most complex transactions with little to no supervision, including but not limited to acquisition financing, bridge underwriting, capital markets transactions, refinancings, incremental capital requests and amendments.
Manage all aspects of the credit approval process for ancillary banking products such as treasury management products, letters of credit, derivative hedging and other non-credit related products.
Will also manage the credit quality of assigned portfolio of loans on an ongoing basis including the production of periodic credit assessments and annual reviews.
In partnership with Mid-Corporate Relationship Manager(s), directly leads the credit approval process including presenting to Independent Risk Management, applicable credit committees and Senior Management.
Manages and promotes the maintenance of a portfolio that adheres to all applicable credit policies, procedures and compliance requirements.
Responsibilities will also include training, supervision and mentoring of credit analysts and junior portfolio managers.
Required Qualifications:
7+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Strong knowledge and understanding of risk management and complex credit executions related to acquisition financing and bridge underwriting
Strong knowledge and understanding of negotiating: interest rates, price, terms, and collateral requirements for leveraged transactions
Strong knowledge and understanding of commercial or specialty group: lending, loan servicing, products, and credit practices
Strong knowledge and understanding of debt and equity capital markets
Strong credit analysis skills of leveraged credits management
Experience originating, structuring, and executing bank lending transactions, other credit related products, for critical or complex clients
Advanced communication, coordination and leadership skills, including the ability to synthesize significant amounts of company, transaction and industry information into a well-supported credit thesis and recommendation.
Job Expectations:
Travel 10%
@RWF22
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$173,300.00 - $359,900.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.
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
Posting End Date:
* Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Req Number: R-413117