About this role:
Wells Fargo is seeking a Lead CIB Portfolio Manager to specialize in financing various investment banks, mortgage REITs, debt funds, commercial real estate finance companies and other lenders’ acquisition/origination of commercial real estate loans.
In this role, you will:
Underwrite and manage a portfolio of commercial real estate loans to be financed on CRE loan repurchase facilities
Incorporate analysis into well written credit approval memorandums for review by management and senior credit officers
Analyze financial statements of commercial real estate non-bank lenders for discussion/presentation to senior management and credit supporting client relationships
Conduct reviews of clients’ annual and quarterly financial statements as well as evaluating credit ratings
Spread financials, as well as monitor covenant compliance, news and related press releases to assess the financial strength of clients
Review client loan due diligence packages, including investment memos, third party reports, market information, sponsor financials, etc.
Prepare asset approval forms for new transactions, spread asset level operating statements, property rent rolls and other applicable tasks for new transactions as well as update underwriting database
Coordinate reviews of third-party reports with the internal review team
Perform any requested ad hoc tasks for new and existing clients, required reporting and special projects that arise
Prepare weekly pipeline updates as well as tracking of deal progress and timing
Determine appropriate strategy and actions to meet moderate to high-risk deliverables
Assist in leading the team to achieve business objectives and strategy
Identify and recommend opportunities for process improvement and risk control development
Interpret policies, procedures, and compliance requirements
Required Qualifications:
5+ years of Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Experience underwriting all major commercial real estate property types including office, multifamily, industrial, retail, hospitality, etc.
Demonstrated leadership in coaching, training and mentoring
Ability to develop partnerships and collaborate with other business and functional areas
Outstanding analytical problem solving and decision-making skills, meticulous attention to detail, and proficiency in financial analysis
Demonstrated experience in corporate underwriting
Excellent skills and ability to articulate complex material to a diverse audience
Intermediate Microsoft Office Suite experience (specifically advanced finance and accounting Excel functions)
Extensive technical writing skills
A BS/BA degree or higher
Job Expectations:
Ability to travel up to 10% of the time
Ability to work additional hours as needed
Relocation is not available for this position
This position is not eligible for VISA sponsorship
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
Posting End Date:
25 Sep 2025
*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.
