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Wells Fargo Healthcare Portfolio Manager - Analyst in CHARLOTTE, North Carolina

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo.

It all begins with outstanding talent. It all begins with you.

About this role:

Wells Fargo is seeking a Healthcare PM Analyst in Commercial Banking to work in partnership with deal teams that provides research, analysis, and underwriting to prepare recommendations to extend credit and monitor existing credit relationships. Learn more about the career areas and lines of business at wellsfargojobs.com

In this role, you will:

  • Research complex financial and credit information for commercial businesses according to business unit standards

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

  • Exercise independent judgement while developing understanding of function, policies, procedures, and compliance requirements

  • General responsibilities include working with risk, relationship managers, and credit to originate, monitor, and grow relationships

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

  • Collaborate and consult with internal and external stakeholders to understand credit needs and represents the bank in developing and maintaining client relationships

Required Qualifications, US:

  • 2+ years of Commercial Banking 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

  • 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

  • A BS/BA degree or higher

Job Expectations:

  • Must be able to travel minimally

Posting End Date:

15 Sep 2024

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: 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.

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.

Company: WELLS FARGO BANK

Req Number: R-395447

Updated: Fri Sep 13 02:54:33 UTC 2024

Location: CHARLOTTE,North Carolina

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