Senior Commercial Banking Portfolio Manager

Wells Fargo

Senior Portfolio Manager overseeing Commercial & Industrial, Real Estate portfolios at Wells Fargo. Managing financial research, underwriting, and mentoring team members while ensuring risk management compliance.

Posted 7/7/2026full-timeCharlotte • Massachusetts, Minnesota, North Carolina, Texas • 🇺🇸 United StatesSenior💰 $100,000 - $196,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in Commercial Banking Portfolio Management, with a strong focus on loan origination, financial modeling, and credit underwriting. Proven ability to lead teams, mentor individuals, and manage complex client relationships while ensuring compliance with industry standards and regulations.

Highest-signal resume keywords

Commercial Banking Portfolio ManagementLoan OriginationFinancial ModelingCredit UnderwritingRisk Analysis

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial ResearchPortfolio MonitoringCredit Risk ManagementComplex Financial EvaluationCompliance Requirements

Soft Skills

LeadershipMentorshipCommunicationCollaborationProblem-Solving

Tools & Technologies

Bank's SoftwareCredit Risk Management Tools

Certifications & Qualifications

Completion of Formal Credit Training Program

Industry Keywords

Commercial & IndustrialCommercial Real EstateInvestor Real EstateBanking RegulationsMiddle Market

About the role

Key responsibilities & impact

Manage a complex credit portfolio, including Commercial & Industrial (C&I), Commercial Real Estate, and Investor Real Estate relationships
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

Requirements

What you’ll need

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
Proven ability to manage client relationships and collaborate with cross-functional teams
Ability to thrive in a fast-paced, dynamic environment while managing multiple priorities
4+ years of experience as a commercial banking Portfolio Manager, with a focus on Middle Market C&I, Commercial Real Estate, and Investor Real Estate
Strong expertise in loan origination, portfolio monitoring, financial modeling, credit underwriting, and risk analysis for complex commercial businesses
Demonstrated leadership and mentorship capabilities
Excellent communication and presentation skills, with the ability to convey complex financial information clearly
In-depth knowledge of industry standards, banking regulations, and compliance requirements
Familiarity with the Bank's software and credit risk management tools
Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field
Completion of formal credit training program

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