Senior Mid-Corporate Portfolio Manager

Posted 13 Hours Ago
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Sacramento, CA, USA
Hybrid
100K-196K Annually
Senior level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Manage complex Mid-Corporate credit portfolios, supporting underwriting, financial modeling, projections, risk analysis, loan structuring, portfolio monitoring, renewals, and annual reviews. Partner with relationship managers and credit approvers to originate and grow client relationships while maintaining compliance with credit policies. Present recommendations, exercise independent judgment, support risk-rating decisions, and help develop less experienced team members.
Summary Generated by Built In
About this role: Wells Fargo is seeking a Mid-Corporate Portfolio Manager, Senior Associate in Commercial Banking working with clients whose annual revenues starting from $500MM and up supporting the West region. Learn more about the career areas and lines of business at wellsfargojobs.com. #commercialbanking In this role, you will: Focus on managing a complex credit portfolio of account relationships in Mid-Corporate Credit Execution within Middle Market Banking 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. Provide guidance to and assist with development of less experienced team members Required Qualifications, US: 4+ 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: 1800 Century Park E., Los Angeles, CA 333 S Grand Ave., Los Angeles, CA 400 Capitol Mall, Sacramento, CA 1655 Grant St., Concord, 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. $100,000.00 - $196,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs 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: 18 Oct 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 . 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.
#BI-Hybrid

Skills Required

  • 4+ years of Mid-Corporate Portfolio Management experience, or equivalent experience, training, military experience, or education
  • Strong analytical skills, including analysis of 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 Excel for financial analysis and projection modeling
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to present professionally and confidently to decision-makers and customers
  • Experience with nCino
  • Bachelor’s degree or higher
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The Company
HQ: San Francisco, CA
205,000 Employees
Year Founded: 1852

What We Do

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Why Work With Us

We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.”

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