Lead Equipment Finance Sales Specialist

About this role:

Wells Fargo is seeking a Lead Equipment Finance Sales Specialist for our Transportation group covering North Carolina, South Carolina, Georgia, Florida and Virginia.

In this role, you will:

• Responsible for creating sales opportunities with equipment finance clients and prospects. Identifies, acquires, and grows new relationships within the transportation industry in NC, SC, VA, GA and FL.
• Coordinate the completion of finance request from initiation, credit review process, documentation and funding of transaction
• Identify and recommend opportunities for process improvement and risk control development
• Make decisions and resolve issues to meet business objectives
• Interpret policies, procedures, and compliance requirements
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal customers
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
• Originate transactions in direct origination for new relationships and growth opportunities
• Manage and grow existing business relationships with commercial businesses
• Oversee growth opportunities and business relationships
• Lead complex initiatives and sourcing of new clients or growing of existing relationships for a given product or specialty in close coordination with coverage teams
• Understand clients’ businesses, strategic objectives, operational priorities, and financial positions within the context of individual deals and client relationships
• Work independently on client transactions in partnership with client teams, including complex, larger, and multi-product financing opportunities, including analyzing potential opportunities, structuring, proposing, and selling tailored financial solutions to clients, leading internal coordination, and submitting transactions to management or independent risk for approval
• Strategically collaborate and consult with peers, colleagues, mid to senior level managers to resolve client issues and achieve business objectives
• Make decisions and resolve complex, multi-faceted situations and lead a team to meet a given product or specialty’s objectives while leveraging a sound understanding of relevant policies, procedures, and compliance requirements to meet deliverables and drive new initiatives
• Partner with product management functional partners to provide recommendations to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively
• Participate in large-scale planning related to a given product or specialty’s business objectives
• Serve as a mentor for less experienced individuals

Required Qualifications:

• 5+ years of secured or specialized lending sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 5+ years of Equipment Finance experience
• Basic knowledge of lending products
• Basic knowledge and understanding of tax, accounting, and legal issues; associated with purchase money financings and credit issues, including program master loan documentation, customer loan and lease agreements, and inventory credit facilities
• Strong collaboration skills with other lines of business
• Ability to qualify, structure, price, negotiate, and close credit transactions
• High degree of structuring experience with financial products including loans, FMV leases, and inventory lines
• Knowledge of and ability to interpret financial statements
• Demonstrated history of meeting and exceeding business goals and objectives
• Excellent verbal and written communication skills

Job Expectations:

• Ability to travel 60% or more.
• Ability to work a hybrid work schedule
• Willingness to work on-site at stated location on the job opening
• This position does not support Visa Sponsorship
• 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.

Job Locations:
550 S Tryon St. Charlotte, NC 28202              

1525 W W T Harris Blvd. Charlotte, NC
1100 Abernathy Rd ATLANTA, GA 30328  
171 17th St NW Bldg. 100 ATLANTA, GA