Wells Fargo

Senior Mid-Corporate Portfolio Manager

Wells Fargo • $100K — $196K *
Sacramento, CA 95823In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 4+ years of Mid-Corporate Portfolio Management experience, or equivalent
  • Strong analytical skills for complex data analysis
  • In-depth experience with commercial financial statement analysis
  • Knowledge of debt and equity capital markets
  • Completion of a formal credit training program
  • Intermediate skills in Microsoft Office, especially Excel
  • Excellent verbal, written, and interpersonal skills for professional presentations
  • Experience with nCino is a plus
  • A BS/BA degree or higher is required

Responsibilities

  • Manage a complex credit portfolio for Mid-Corporate Credit Execution
  • Assist with financial modeling, credit analysis, and risk analysis
  • Support credit underwriting decisions while assessing risk factors
  • Present independent recommendations for complex credit situations
  • Work collaboratively with relationship managers to enhance corporate client relationships
  • Accountable for credit underwriting, portfolio monitoring, and renewals
  • Guide and assist in developing junior team members

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance and critical illness insurance
  • Parental leave
  • Tuition reimbursement
  • Commuter benefits
  • Scholarships for dependent children
  • Adoption reimbursement
Full Job Description

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
  • 333 Market St., San Francisco, CA

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 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:

11 Oct 2026

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

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Finance & Insurance
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ
WFC
* Ladders Estimates

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