Joely Taylor
Commercial Banking Portfolio Program Associate at Wells Fargo
Based in Summerville, United States
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Seniority
Staff
Department
Operations
Location
Summerville
Industry
Financial Services
Company size
223K
Contact information
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j•••••••@wellsfargo.com
Phone
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Background
About Joely Taylor
I’m a credit and portfolio management professional with experience in both Commercial & Industrial (C&I) and Investment Real Estate (IRE) lending. I specialize in researching complex credit scenarios, evaluating diverse financial statements, and supporting well-informed lending decisions for medium to large scale clients. At Wells Fargo, I’ve worked across East Coast C&I and IRE portfolios, contributing to credit underwriting, portfolio monitoring, and risk analysis. My expertise includes identifying performance trends, improving process efficiency, and collaborating with cross-functional teams to support loan renewals, modifications, and strategic growth initiatives. I earned my BBA in Finance and Economics from the University of South Carolina in just two years, reflecting my ability to manage challenging workloads and remain focused on achieving ambitious goals.
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