Commercial Banking Portfolio Management Associate Manager

About This Role:

Wells Fargo is seeking a Commercial Banking Portfolio Management Associate Manager

In This Role, You Will:

• Supervise entry to mid-level individual contributors with less work complexity and risk in Commercial Banking Portfolio (CIB) management functional area
• Ensure credit execution is consistent and aligned with required credit policies and processes
• Support and drive adoption of new credit policies and related changes across the team
• Identify and recommend opportunities for process improvement and risk control development in the Commercial Banking Portfolio management functional area
• Make day to day supervisory and tactical decisions and resolve issues related to team supervision, work allocation and daily operations under direction of Commercial Banking Portfolio management leveraging interpretation of policies, procedures, and compliance requirements
• Support in execution of policy changes
• Collaborate and consult with Commercial Banking Portfolio management peers, colleagues, and more experienced managers
• Coach and develop credit team
• Manage allocation of people and financial resources for Commercial Banking Portfolio management
• Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications:

• 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
• 1+ years of leadership experience

Desired Qualifications:

• Manage team of 10-20 members in commercial lending domain which includes processes around financial spreading, credit research, preparation of credit write ups, collateral valuation, credit limit recommendation, and assessment of security position etc.
• Perform quality checks of the work completed by junior team members across all the processes
• Manage dual responsibilities; 50% as an Individual contributor and 50% manage delivery 
• Able to manage junior as well as senior team members and able to handle conflicts
• Manage and ensure smooth delivery of daily operations as per SLA
• Experience in performance and career management of the team members
• Process improvement and redesign - proactively identify, analyze and improve existing processes / process reengineering.
• Able to manage projects independently
• Responsible for managing transition of processes from on shore to offshore
• Facilitates communication to resolve problems and advance strategies.
• Connect with LOB partners on conference calls/understand updates etc.
• Lead or champion efforts to increase productivity and goal accomplishment.
• Act as a coach or mentor to facilitate learning from experience.
• Responsible for management reporting
• Most recent experience must include direct team leading experience in commercial lending domain which includes financial spreading and financial analysis teams
• Should have experience in spreading of Corporate’s Financial Statements in client application
• Should have an experience in assessing credit worthiness of the corporate borrowers based on qualitative and quantitative factors
• Strong knowledge on GAAP Accounting / International Financial Reporting Standards
• Sound knowledge of ratio analysis, cash flow, and trend analysis
• Strong knowledge on accounting and finance, Industry analysis, Internal and external risk factors of the borrower
• Understanding on Company’s management and equity sponsors strength & weaknesses.
• Sound understanding of Pro forma adjustments based on the projected financial information and spread accordingly in the tool
• Excellent report writing skills
• Excellent communication skills
• Strong analytic skill, Quick Learner & Attention to detail

Job Expectations:

• Project management
• Stakeholders/Client management
• Able to multi-task to accomplish tasks effectively.
• Ability to work quickly & accurately while maintaining acceptable standards of workmanship
• Ability to recognize and escalate to management for any process breaches
• Highly motivated with strong organizational
• Flexibility to work in different shifts
• Ability to succeed in a team environment

Posting End Date:

2 Oct 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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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:

1. Third-Party recordings are prohibited unless authorized by Wells Fargo.
2. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.