Mid-Corporate Portfolio Manager (Senior Analyst)

About this role:

Wells Fargo is seeking a Mid-Corporate Portfolio Manager, Senior Analyst in the Commercial Banking group. This role will work as a key member of deal teams that provide underwriting to prepare recommendations to extend credit and monitor existing credit relationships. This Senior Analyst will support our clients with revenues from $500M to $2B primarily focused on our C&I group.

#CommercialBanking

In this role, you will:

• Participate in the underwriting to support moderate to high complex Mid-Corporate Portfolio clients

• Assist with financial modeling and projections, credit analysis, and industry or business risk analysis, in support of loan structuring decision making activities for Mid-Corporate sized companies

• Support Senior Portfolio Managers in credit underwriting, which accounts for all risk factors and providing risk rating recommendations.

• Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements.

• General responsibilities include working with Mid Corporate Portfolio Management, relationship managers and credit approvers to originate, monitor and grow Mid-Corporate relationships.

• Specifically accountable for credit underwriting and origination, portfolio monitoring, renewals and annual reviews.

• Manage and promote the maintenance of a portfolio that adheres to all applicable credit policies and compliance requirements.

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:

• Strong analytical skills including analyzing complex data

• Ability to perform in depth commercial financial statement analysis

• Knowledge and understanding of debt and equity capital markets

• Completion of a formal credit training program

• Underwriting experience

• Intermediate Microsoft Office skills, including using Excel for financial analysis and projection modeling

• Excellent verbal, written, and interpersonal skills, including ability to present to decision makers and customers in a professional and confident manner

• Experience with nCino

• A BS/BA degree or higher

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

Job Locations:

• 400 Capitol Mall, Sacramento, CA

• 1655 Grant St., Concord, CA

• 333 S Grand Ave., Los Angeles, CA

• 299 S Main St., Salt Lake City, UT

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $77,000.00 - $145,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

• 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

Posting End Date:

29 Nov 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.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.

c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.

Req Number: R-587407