Wells Fargo

Account Executive

Wells Fargo

full-time

Posted on:

Location Type: Office

Location: Chicago • Illinois • Massachusetts • United States

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Salary

💰 $110,000 - $179,000 per year

About the role

  • Lead or participate in building and maintaining effective relationships with existing clients within their products or functional area, including sharing relevant information with coverage partners
  • Review and analyze moderately complex business, operational, or technical challenges that require an in-depth evaluation of variable factors
  • Independently review and analyze moderately complex client portfolios or partner with senior peers on more complex portfolios for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral and 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 understand clients’ businesses, strategic objectives, operational priorities, and financial positions to identify and execute on opportunities for modifications, renewals, and refinancings
  • Perform regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable
  • Collaborate and consult with peers and functional partners to resolve client servicing requests and inquiries related to their product
  • Independently resolve moderately complex situations while developing a sound understanding of policies, procedures, and compliance requirements to meet business objectives and partner with senior peers for more complex issues
  • Partner with product management functional partners to provide feedback on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively
  • Contribute to large-scale planning related to a given product and/or specialty’s business objectives
  • Serve as a mentor for lower level staff

Requirements

  • 4+ 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
  • Asset-Based Lending (ABL) experience 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 managementcredit evaluationrisk assessmentloan documentation reviewAsset-Based Lending (ABL)Capital marketsfinancial analysisenterprise value analysis
Soft Skills
organizational skillsmulti-taskingprioritizing skillsleadershipcommunication skillsclient relationship managementproblem resolutionmentoringcollaborationconsultation