1+ months
2017-11-302018-02-16

Commercial Portfolio Manager

Toronto, ON
  • Job Code
    19807BR-1

Wells Fargo provides middle market, large corporate and financial institution customers with a range offinancing solutions, including treasury management, credit, payments, financing, foreign exchange, and trade services. Wells Fargo operatesin 42 countries and territories outside of the U.S., including branches in Beijing, Cayman Islands, Dubai International Financial Center (DIFC), Hong Kong, London, Seoul, Shanghai, Singapore, Taipei, Tokyo, and Toronto.

WellsFargo first conducted business in Canada in 1854 and since then has continued to build a strong presence across the country. WellsFargo now offers a broad range of financial products and services through multiple lines of business operating throughout Canada.

The Regional Commercial Banking Office (RCBO) has a new opportunity for a Portfolio Manager to join the Eastern Canada Middle Market Banking team in Toronto, Canada,reporting to the SVP, Loan Team Manager. The Portfolio Manager is focused on managing a large credit portfolio of middle market account relationships within the RCBO and will be responsible for credit management of the Eastern Canada and Qubec portfolio.

This is a senior level position. The Portfolio Manager, in collaboration with a team of Relationship Managers,will be responsible for monitoring, documenting, underwriting analyzing and reacting to credit actions for an assigned portfolio.

Responsibilities:

  • Working with RCBO management, relationship managers and credit to underwrite, monitor and grow middle market relationships.
  • Specifically accountable for credit underwriting and origination, portfolio monitoring, renewals and annual reviews.
  • Typically workson complex deals, has client interaction, and provides support in managing the portfolio. This includes researching trends and the analysis of the financial performance of clients and underwriting of credit products and operating exposures.
  • Manages and promotes the maintenance of a portfolio that adheres to all applicable credit policies and compliance requirements.
  • Works with clients directly to understand credit needs and represents the Bank in developing and maintaining client relationships.
  • Continuously looks for opportunities for revenue generation and deepening client relationships.
  • May periodically assist with office risk management duties and managing account relationships.
  • Responsibilities may also include training, supervision and/or mentoring of analysts or junior portfolio managers.
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Commercial Portfolio Manager

Wells Fargo
Toronto, ON

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Wells Fargo
Toronto, ON
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