Commercial Banking Portfolio Management Manager (For Financial Spreading)

Commercial Banking Portfolio Management Manager (For Financial Spreading)
Wells Fargo

APAC/Oceania, Philippines, Taguig

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Salary

Rank

Senior Manager

Responsibility

Process Roles

Scope

Regional

Workplace

Hybrid

Functions

Finance

Reports to
Level

N-3

Travel Max:

0%

Posting Date

02-16-2025

Description

Wells Fargo is seeking a Commercial Banking Portfolio Management Manager. This role is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. Serves as a key member of a client’s deal team.

Commercial Banking Portfolio Management Manager (For Financial Spreading)

Key Responsibilities

  • Manage and develop a team of individuals with low to moderate work complexity and risk in Commercial Banking Portfolio 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 decisions and resolve issues regarding resources, objectives, and operations of functional area and team to meet business objectives
  • Interpret and develop credit policies and procedures
  • 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

Qualification & Requirements

Required

  • 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
  • 2+ years of leadership experience

Desired

  • Graduate of any Business Course
  • 8-10+ years of relevant experience in commercial banking, commercial lending, credit management and analysis earned in a banking setting or shared service environment
  • At least 3-5 years of people management experience particularly in a shared services environment
  • Experience in managing Shared Services Operations (Service Level Agreement, Volume and Capacity Management, Documentation)
  • Good written and verbal communication skills and can collaborate with diverse culture of team members (US, India and Philippines)
  • Familiar with US GAAP, US Financial Statements (10-K and 10-Q) and financial ratios.
  • Experience in Stakeholder Management
  • Excellent MS Office Skills particularly on MS Excel
  • Experience in creating Training/Refresher Plan for new and existing hires

Job Expectations

  • Will manage a team of 10+ Team Members doing Financial Spreading activity
  • Willing to work on midshift schedule (5PM to 2AM shift)
  • Willing to report on site based on existing Return to Office policy

Benefits

No information available.

Company Profile

Wells Fargo
Industry

Financial Services

Revenue

$82.86B

Employees

268,531

Fortune 500 Rank

#47

Global 500 Rank

#144

View Company Profile