Wells Fargo

Senior Account Executive

Wells Fargo

full-time

Posted on:

Location Type: Office

Location: Chicago • Illinois • Massachusetts • United States

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Salary

💰 $175,000 - $279,000 per year

Job Level

Senior

About the role

  • Act as an advisor to senior leadership to develop or influence long-term goals for highly complex business and technical needs across Commercial Banking or Corporate & Investment Banking
  • May be assigned a contractual territory and responsible for managing partner relationships to ensure deal opportunities are directed to the business, in alignment with agreement terms
  • Build and maintain effective relationships with existing clients within their products or functional area, including sharing relevant information with coverage team partners
  • Independently review and analyze client portfolios, including highly complex scenarios, for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral or enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda
  • Partner with coverage teams within the context of individual deals and client relationships, to anticipate and understand clients’ businesses, strategic objectives, operational priorities, and financial positions to identify opportunities for modifications, renewals, and refinancings
  • Lead modifications, renewals, and refinancings of varying complexity levels, including assessing a client’s financial position and risk level and acting as an advisor to leadership for highly complex situations for both prospective and existing clients
  • Lead the strategy and resolution of highly complex and unique challenges by synthesizing industry and economic trends, including complicated legal and regulatory issues, in addition to regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable
  • Prepare for periodic exams by internal and external auditors
  • Strategically engage with all levels across the enterprise and serve as an expert advisor to leadership to resolve client issues and achieve business objectives while leveraging a sound understanding of relevant policies, procedures, and compliance requirements
  • Partner with product management functional partners and other senior leaders to provide vision, direction, and expertise to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide strategies

Requirements

  • 7+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 7+ years of experience in Asset-Based Lending (ABL) including credit evaluation and risk assessment as well as knowledge of large corporate lending and working knowledge of ABL and Capital markets
  • Experience in reviewing and accurately interpreting loan documentation.
  • Effective organizational, multi-tasking and prioritizing skills
  • Ability to lead and coordinate with team members across Wells Fargo
  • Strong verbal and written communication skill
  • Proven track record of success in customer-facing roles with experience building and maintaining client relationships
  • Advanced proficiency in Microsoft Office Suite, including Excel, PowerPoint, and Word
  • Bachelor’s degree in Business, Finance, Economics, or a related field
Benefits
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
secured lendingspecialized lendingportfolio managementAsset-Based Lending (ABL)credit evaluationrisk assessmentloan documentation interpretationfinancial analysisdebt coverage analysisenterprise value analysis
Soft Skills
organizational skillsmulti-taskingprioritizing skillsleadershipcommunication skillsclient relationship managementstrategic thinkingproblem-solvingcollaborationadvisory skills