Wells Fargo Logo

Wells Fargo

Lead Commercial Real Estate Portfolio Manager

Reposted 2 Hours Ago
Be an Early Applicant
Hybrid
Fort Lauderdale, FL
Senior level
Hybrid
Fort Lauderdale, FL
Senior level
Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
Commercial Real Estate (CRE) provides a fully integrated platform of banking, financing, and capital markets solutions to commercial real estate clients including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations.
About this role:
Wells Fargo is seeking a VP- Lead Commercial Real Estate Portfolio Manager / Underwriter to assist in managing a group of assigned relationships and commercial real estate loans. This portfolio will be diversified by property type (multifamily, industrial, student housing, retail and office) and loan structure (recourse/non-recourse and secured vs. unsecured) and will contain bilateral and syndicated transactions.
In this role, you will:
  • Be responsible for the management of a portfolio of commercial real estate loans and investments within Real Estate Banking, our primary balance sheet lending CRE platform
  • Analyze and underwrite new loan opportunities within the assigned portfolio, utilizing market research, internal loan information, client data, and third-party market research
  • Review and make recommendations for approval (or denial) of loan requests, lease approvals, collateral releases, requests for letters of credit, funding of reserves/loan holdbacks, loan extensions and loan modifications
  • Collaborate with senior portfolio managers and coverage bankers to develop strategies around relationship optimization and deal level execution
  • Interface with customers to assist in identifying needs and maintaining strong relationships
  • Perform both sponsorship and loan level financial analysis
  • Complete in-depth property level analysis and market research
  • Present and advocate to credit committee for approval of loans
  • Work with outside counsel, internal compliance, and our loan closing teams to close modifications and new loans including review of third-party reports and loan documentation
  • Review and approve construction loan draws
  • Conduct quarterly and annual portfolio reviews to identify potential concerns
  • Conduct property tours / site visits
  • Maintain an in-depth knowledge of the local commercial real estate market
  • Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements
Required Qualifications:
  • 5+ years of Commercial Real Estate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Experience with various facility types including construction, term, bridge, perm, lines of credit, etc. and loan structures including recourse/non-recourse, secured/unsecured, and mezzanine financing
  • Experience with commercial property types including multifamily, retail, industrial, and office.
  • Ability to develop and maintain strong relationships while actively participating in the successful execution of complex transactions
  • Experience evaluating market conditions and identifying appropriate comparable properties
  • Ability to apply sound judgment in the application of analytical conclusions to credit approval, structure, and management recommendations
  • Demonstrated leadership in coaching, training and mentoring
  • Strong verbal, written, and interpersonal communication skills
  • Advanced Microsoft Excel skills, including formulas and dynamic spreadsheets to support core accounting and finance functions.
  • A BS/BA degree or higher
Job Expectations:
  • Ability to travel as needed
  • Willingness to work on-site in accordance with current office requirements
  • Ability to work additional hours as needed
  • 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.
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.
Posting End Date:
14 Jan 2026
*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.

Top Skills

Excel

Wells Fargo Charlotte, North Carolina, USA Office

355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202

Similar Jobs at Wells Fargo

Yesterday
Hybrid
Clermont, FL, USA
Junior
Junior
Fintech • Financial Services
The Relationship Banker engages with customers to understand their needs, offers banking products, resolves account inquiries, and builds strong client relationships to enhance customer satisfaction.
Top Skills: Customer Relationship Management SoftwareDigital Banking ToolsFinancial Industry Regulatory Authority (Finra) Licensing
Yesterday
Hybrid
2 Locations
Senior level
Senior level
Fintech • Financial Services
The Business Development Officer will drive growth through structuring secured credit facilities, managing client relationships, and leading complex financing transactions for corporate clients.
Yesterday
Hybrid
8 Locations
119K-224K Annually
Senior level
119K-224K Annually
Senior level
Fintech • Financial Services
The role involves driving new business development for merchant services, leading sales initiatives, building internal partnerships, and mentoring sales professionals, all while managing the sales lifecycle and collaborating within a high-performance team.

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account