Commercial Banking Portfolio Manager
2 weeks ago
We are seeking a skilled Commercial Banking Portfolio Manager to join our team at Wells Fargo. As a Commercial Banking Portfolio Manager, you will be responsible for researching complex financial and credit information for commercial business and high net worth customer loan packages. Your expertise will be utilized to review basic issues, policies, or procedures for low to medium risk tasks and deliverables. Additionally, you will be responsible for underwriting loans with aggregate credit exposure based upon approved credit authority limits and investigating credit standards to determine credit worthiness of high net worth loans.
Key Responsibilities:- Research complex financial and credit information for commercial business and high net worth customer loan packages.
- Review basic issues, policies, or procedures for low to medium risk tasks and deliverables.
- Underwrite loans with aggregate credit exposure based upon approved credit authority limits.
- Investigate credit standards to determine credit worthiness of high net worth loans.
- Collaborate and consult with managers, functional colleagues, and stakeholders including internal as well as external customers.
- 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
- Expected to perform quality check, quality assurance, investigation and reporting and closely working with I&P and stateside portfolio management team.
- Have a good understanding of quality assurance process and methodology.
- Undertake Quality checks for Internal triggers calculations, system of records (SOR), credit file archives completed by portfolio managers.
- Complete data quality checks on credit modification reports in accordance with testing plans and aligned to relevant policies, procedures and quality standards.
- Undertake client outreach for financial information and review the information and update SOR.
- Have a good understanding of financial statements including Profit & Loss, Balance Sheet and Cash Flow statement.
- Liaise with portfolio managers, relationship managers, loan specialist team for timely resolution of repairs.
- Complete all quality check activities within the stipulated timeframe to ensure remediation across systems on timely basis.
- Keep up to date to the changes in procedures and guidelines.
- Report the result of testing activities to Senior Stakeholders across Business Units.
- Graduation degree.
- Exhibits a commitment to the company. This position offers a Hybrid work schedule.
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Commercial Banking Portfolio Manager
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