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Commercial Banking Portfolio Associate

About this role:

Wells Fargo is seeking a Commercial Banking Portfolio Associate.


In this role, you will:

  • Research complex financial and credit information for commercial business, or high net worth customer loan packages, according to business unit standards within Commercial Banking Portfolio Management functional area
  • Review basic issues, policies, or procedures for which answers can be quickly obtained, related to low to medium risk tasks and deliverables
  • Underwrite loans with aggregate credit exposure based upon approved credit authority limits
  • Investigate credit standards and determine credit worthiness of high-net-worth loans
  • Receive direction from supervisor and exercise independent judgement while developing understanding of function, policies, procedures, and compliance requirements
  • Collaborate and consult with managers, functional colleagues, and stakeholders including internal as well as external customers


Required Qualifications, US:

  • 6+ months 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:

  • Strong knowledge of commercial lending
  • Strong knowledge of asset-based lending
  • Strong knowledge of invoice reporting and reconciliation
  • Familiarity with financial statements


Job Expectations:

  • This is a hybrid role, and the individual must be within a commutable distance from one of the job locations listed

In this role, you will support our Relationship Management team, including the following activities:

  • following up with customers for past due financial & collateral reporting

  • supporting RM’s on complex program structures

  • cash application, credit memo application & incomplete invoice report  

Pay Range

$63,600.00 - $113,000.00 Annual

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, or status as a protected veteran.


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