CREDIT PORTFOLIO CONSULTANT

About this role:
Wells Fargo is seeking a CRE Lending Execution Associate to support the development and implementation of Commercial Real Estate (CRE) wide enhancements within the lending process for all types of commercial real estate loans. They will partner with key stakeholders in CRE and Corporate and Investment Banking (CIB) to help stand up a best-in-class lending platform that is operationally sound.
In this role, you will:

• Examine current state CRE lending processes to drive opportunities for improvement and leverage existing CIB infrastructure
• Identify opportunities for uniformity and optimization of roles across CRE; must have the ability to "close the gaps" in communication across the total portfolio
• Support the adoption of a single platform to create consistent/ideal process workflows with enhanced controls
• Collaborates with key stakeholders to foster underwriting, closing and portfolio management standardization, especially with complex transactions and syndications
• Leverage best practice workflows, increase efficiency and consistency, reduce processing time to ensure uniformity across CRE

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.
Required Qualifications:

• 2+ years of Credit Portfolio Consulting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 2+ years of commercial real estate lending experience
• Ability to assess operational inefficiencies and design scalable, streamlined processes that enhance productivity and align with strategic business goals
• Strong analytical skills with high attention to detail and accuracy
• Excellent communication skills and ability to articulate complex material to a diverse audience
• Experience conducting project meetings, presentations and status reporting
• Ability to thoroughly analyze credit policy and process on an independent basis and communicate findings in a concise manner

• Experience consulting, influencing and partnering with business executives and senior leadership

Job Expectations:

• Ability to travel up to 20% of the time
• Willingness to work on-site in accordance with current office requirements
• Ability to work additional hours as needed
• This position may require you to meet FINRA registration requirements, which states that Associated Persons (AP) cannot be subject to statutory disqualification, in addition to regulatory and compliance requirements, including successful completion of criminal and regulatory checks and disclosure reviews.
• Required locations listed above. Relocation assistance is not available for this position.
• This position is not eligible for Visa sponsorship.

Posting Locations:

• 550 South Tryon St, Charlotte, North Carolina 28202

Posting End Date:
31 Jul 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.