Senior Commercial Banking Portfolio Manager

BMO Harris Bank; Charlotte (NC); Hybrid; USD 96,000 - 207,000; Full time

Job summary

A leading bank is seeking a Senior Commercial Banking Portfolio Manager to join its team in Charlotte, North Carolina. The role involves evaluating complex financial statements, mentoring team members, and leading projects while ensuring compliance with banking policies. Candidates should have over 4 years of experience in commercial banking with strong analytical and communication skills.

Benefits

Health benefits

401(k) Plan

Paid time off

Disability benefits

Life insurance

Tuition reimbursement

Qualifications

• 4+ years of Commercial Banking Portfolio Management experience.
• Experience in loan negotiation and underwriting.
• Strong analytical skills and excellent communication abilities.

Responsibilities

• Participate in financial research and underwriting.
• Lead projects and mentor less experienced team members.
• Collaborate with peers to resolve issues and achieve goals.

Skills

Analytical Skills

Loan Negotiation

Underwriting

Communication

Education

BS/BA degree or higher

Tools

Microsoft Office

Blast

Creditview

Ncino

Job description

About this role:

Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager to join our Market Coverage team as part of Commercial Banking. Learn more about the career areas and business divisions at www.wellsfargojobs.com

In this role, you will:

• Participate in performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional area
• Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors
• Resolve moderately complex issues and lead Commercial Banking Portfolio Management team, to meet project deliverables, while leveraging solid understanding of the function, policies, procedures, and compliance requirements
• Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid level managers to resolve issues and achieve goals
• Lead projects and teams or serve as a mentor for less experienced individuals

Required Qualifications:

• 4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Loan negotiation (rates, terms, and collateral requirements) experience
• Underwriting experience including advanced commercial or specialty group relationship portfolio credit
• Extensive knowledge and understanding of credit policy, loan servicing, risk management and group underwriting requirements
• Knowledge and understanding of commercial and specialty group banking products and services
• 4+ years of commercial underwriting experience
• Intermediate Microsoft Office skills
• Strong analytical skills including analyzing complex data
• Excellent verbal, written, and interpersonal communication skills
• A BS/BA degree or higher
• Previous experience using Blast, Creditview or Ncino

Job expectations:

• This position is not eligible for Visa sponsorship
• This position offers a hybrid work schedule
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
• May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards

#commercialbanking

Location:

• 550 South Tryon Street - Charlotte, North Carolina 28202
• 1445 Ross Avenue -Dallas, Texas 75202
• 801 Walnut Street- Des Moines, Iowa 50309
• 600 South 4th Street- Minneapolis, Minnesota 55415
• 2700 South Price Road- Chandler, Arizona 85286
• 299 South Main Street-Salt Lake City, Utah 84111
• 114 Noth Beaumont Street- Saint Louis, Missouri 63103
• 333 Market Street San Franscisco, California 94105
• 111 West Ocean Boulevard Long Beach, California 90802

Required location(s) listed above. Relocation assistance is not available for this position

Pay Range:

Minneapolis - Minnesota Pay Range: $96,600 - $171,800 annual (this range may not be applicable to other locations)

Long Beach - California Pay Range: $106,300 - $188,900 USD annual (this range may not be applicable to other locations)

San Fransico - California Pay Range: $115,900 - $206,100 USD annual (this range may not be applicable to other locations)

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.
$96,600.00 - $206,100.00
Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs 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:
8 Jun 2025
*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.

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.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our 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.