Lead Credit Product Sales Specialist

Wells Fargo

Commercial Banking Relationship Manager at Wells Fargo originating and structuring financing solutions for commercial clients. Driving business growth and managing client relationships in Equipment Finance sector.

Posted 6/26/2026full-timeIrvine • California, Minnesota, Texas • 🇺🇸 United StatesSenior💰 $139,000 - $260,000 per yearWebsite

About the role

Key responsibilities & impact

Lead or participate in sourcing new clients or growing existing relationships in a given product or specialty
Understand clients’ businesses, strategic objectives, operational priorities, and financial positions within the context of individual deals and client relationships
Lead moderately complex transactions in partnership with coverage teams for specialty products, including by analyzing potential opportunities, structuring, proposing, and selling tailored financial solutions to clients; lead internal coordination and submit transactions to management or independent risk for approval
Collaborate and consult with peers, colleagues, and mid-level managers to resolve client issues and achieve business objectives
Independently resolve moderately complex issues while leveraging a solid understanding of relevant policies, procedures, and compliance requirements
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 or specialty’s business objectives
Serve as a mentor for less experienced individuals

Requirements

What you’ll need

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
Background in sales and experience in originating new prospective relationships
Qualifying and closing a variety of lease and loan financing products with a good command for analyzing financial results
Work cooperatively with internal sales and credit team to submit, credit approve, document and fund transactions ranging from $100,000+
Work with manager to build a marketing plan to provide coverage for a large geographic area.
Financial Services Experience
Excellent verbal, written, and interpersonal communication skills
Ability to work in a fast-paced deadline driven environment
Strong organizational, multi-tasking, and prioritizing skills.
Highly focused collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving result
Demonstrated proficiency in handling multiple projects and deadlines
Strong analytical skills with high attention to detail and accuracy

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

secured lendingspecialized lendingfinancial analysislease financingloan financingcredit approvaltransaction documentationfinancial solutionsmarket analysisproject management

Soft Skills

communication skillsorganizational skillsmulti-taskingprioritizing skillscollaborationproblem-solvingmentoringaccountabilityattention to detailtime management