About this role:
Wells Fargo is seeking a Sponsor Credit Mid-Corporate Portfolio Manager in Specialized Industries for the Commercial Bank. This role will be responsible for the underwriting and portfolio management of Commercial Banking-covered sponsor portfolio companies, in addition to Wells Fargo cash flow commitments in Overland transactions. Learn more about the career areas and lines of business at wellsfargojobs.com. #CommercialBanking
In this role, you will:
Assist with the underwriting and execution of financing transactions, including completion of due diligence, financial modeling, credit analysis, and drafting credit approval memorandums
Analyze a wide range of detailed information (lender presentations, management presentations, and financial statements & projections, third party reports, etc.)
Coordinate the due diligence process, including third party due diligence (Quality of Earnings, background investigation reports, etc.)
Participate in diligence meetings with prospective clients and communicate key takeaways from the meeting to senior management
Aid in the presentation of transactions to senior management in a clear and concise manner with well-reasoned support
Review all pertinent documentation to ensure transactions are documented and approved per policy
Coordinate the loan closing logistics and oversee onboarding of new clients, coordinate introductions and account handoff to portfolio management teams
Help with the development and execution of Technology Finance and company-wide strategic initiatives, via specialized project work and/or assignment
Required Qualifications, US:
- 2+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Excellent proficiency in accounting and financial modeling
Strong analytical skills, with heightened attention to detail and accuracy
Strong verbal and written communication skills
Ability to work in a fast-paced, deadline-driven environment
Job Expectations:
Ability to travel up to 10% of the time
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
Locations:
550 S Tryon - Charlotte, NC 28202
Posting End Date:
13 May 2026*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:
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.
