Wells Fargo is seeking a Lead Equpment Finance Territory Manager within the Commercial Banking Group. This is a great opportunity to work with one of the top commercial banking lenders in the U.S. Learn more about the career areas and lines of business at wellsfargojobs.com. #commercialbanking
The Wells Fargo Equipment Finance group is looking for a Lead Equipment Finance Territory Manager covering the states of Florida and Alabama. This is a customer facing sales role calling on existing and prospective clients who acquire construction equipment.
In this role, you will:
Generate >$40MM annually of equipment loan and lease volume for Wells Fargo Equipment Finance
Collaborate with internal Wells Fargo Bank partners to provide additional lending products to bank clients
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 either sales or credit experience in the equipment finance industry.
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 40% of the time
This position does not support Visa Sponsorship
Ability to work a hybrid work schedule
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:
800 N Magnolia Ave - Orlando, FL 32803
100 S Ashley Dr - Tampa, FL 33602
350 E Las Olas Blvd - Ft Lauderdale, FL
1 Independent Dr - Jacksonville, FL
Posting End Date: 18 Apr 2025 *Job posting may come down early due to volume of applicants.
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