Leads complex Mid-Corporate Portfolio Management initiatives for the Technology team within Commercial Banking. Reviews large-scale business, operational, and technical challenges; supports strategic planning; makes risk- and compliance-informed decisions; leads projects and teams; collaborates with senior stakeholders; develops partnerships; and mentors peers. The role requires expertise in commercial credit, underwriting, debt structures, banking products, change management, and risk mitigation.

Manages complex commercial banking credit portfolios across middle-market C&I, commercial real estate, and investor real estate relationships. Responsibilities include financial research, underwriting, loan structuring, portfolio monitoring, risk analysis, client relationship management, regulatory compliance, project leadership, and mentoring junior team members. The role requires collaboration with deal teams and stakeholders while meeting financial objectives and maintaining sound risk management.

Leads a complex LIHTC equity investment portfolio through construction, lease-up, and stabilization. Responsibilities include asset performance monitoring, risk governance, financial and tax analysis, consent request underwriting, capital and reserve evaluations, troubled-investment action plans, stakeholder management, and executive reporting. The role also coaches talent, leads projects, and drives process improvements while ensuring compliance with Wells Fargo and FINRA requirements.