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Senior Equipment Finance Sales Specialist - Boston, United States - Wells Fargo
Description
About this role:
Wells Fargo is seeking a Lead Equipment Finance Sales Specialist for our Commercial Vehicle Dealer group covering the Northeastern quadrant of the U.S from Indiana to Maine.
In this role, you will:
Responsible for creating sales opportunities with heavy-duty truck and trailer dealer and direct-lessor clients and prospects.
Identifies, acquires, and grows new relationships both directly and in collaboration with Commercial Banking Business Development Officers and Relationship Managers
Coordinate the completion of finance requests from initiation, credit review process, documentation and funding of transaction
Identify and recommend opportunities for process improvement and risk control development
Make decisions and resolve issues to meet business objectives
Interpret policies, procedures, and compliance requirements
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Interact with internal customers
Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
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 inventory and equipment finance sales or relationship management experience
Basic knowledge of multiple 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:
40% Travel
Posting End Date:
14 Jun 2024
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Company:
WELLS FARGO BANK
Req Number:
R
Updated:
Sat Jun 08 02:17:38 UTC 2024
Location:
BOSTON,Massachusetts
