Wells Fargo

Lead Credit Product Origination Specialist – Vendor Program Relationship Manager

Wells Fargo

full-time

Posted on:

Location Type: Hybrid

Location: Irving • Iowa • Minnesota • United States

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Salary

💰 $139,000 - $239,000 per year

Job Level

Senior

About the role

  • Deliver financial solutions to prospective and existing clients by leading execution teams and provide guidance and oversight to pitch, structure, negotiate, and execute highly customized transactions to clients
  • Develop or influence objectives, strategy, resources and long-term goals for a portfolio of clients that utilize specialty products and services
  • Potentially be assigned a non-contractual territory and responsible for influencing partners to generate and direct deal opportunities to the business
  • Lead the preparation of deal proposals and deliver pitches. Act as a primary interface with clients to understand their financial needs and objective and formulate recommendations
  • Identify ancillary solutions that meet the client’s needs and coordinate interaction with other product partners within the bank (Investment Banking, Wealth Investment Management, Treasury Management, etc.)
  • Manage the execution of deals by assigning responsibilities, setting deadlines, and ensuring accountability for new originations and existing portfolio transactions such as amendments, extensions, and periodic reviews
  • Understand clients’ businesses, strategic objectives, operational priorities, and financial positions within the context of individual deals and client relationships
  • Strategically collaborate and consult with peers, colleagues, and mid to senior level managers, and develop a relationship with internal partners, including product groups and risk and operations, to achieve business objectives
  • Act as a key participant in large-scale planning related to a given product or specialty’s business objectives
  • Serve as a mentor for less experienced individuals

Requirements

  • 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
  • 5+ years of Equipment or Vendor related credit or relationship management experience
  • Proven ability to structure and negotiate specialized lending transactions and lead the full execution process from pitch to close
  • Strong analytical skills with the ability to interpret financial statements and clearly explain rationale for deal structures
  • Demonstrated success collaborating with credit, risk, operations and other bank partners to deliver integrated financial solutions
  • Clear, confident communication skills with experience presenting to senior leaders and supporting strategic program development.
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 lendingcredit managementrelationship managementfinancial statement analysisdeal structuringtransaction negotiationexecution process managementfinancial solutions developmentportfolio management
Soft Skills
analytical skillscommunication skillscollaborationmentorshipstrategic planningclient relationship managementleadershippresentation skillsaccountabilityinfluence