Lead Equipment Finance Sales Specialist

• Develop and deliver financial solutions to prospective and existing commercial clients
• Assemble and lead execution teams for highly customized transactions
• Guide and oversee pitching, structuring, negotiating, and executing transactions
• Develop or influence objectives, strategy, resources, and long-term goals for a portfolio of specialty-product clients
• Influence partners to generate and direct deal opportunities
• Lead client interactions and monitor objectives and business pipelines
• Identify opportunities early and recommend tailored financing solutions
• Identify ancillary solutions and coordinate with Investment Banking, Wealth Investment Management, Treasury Management, and other product partners
• Lead deal execution by assigning responsibilities, setting deadlines and objectives, and providing guidance
• Oversee complex diligence and documentation
• Provide expertise and training to junior team members
• Understand clients' businesses, strategic objectives, operational priorities, and financial positions
• Advise senior leadership on planning for complex business needs
• Represent Wells Fargo at industry conferences and meetings
• Mentor less experienced individuals
• Follow applicable risk, compliance, governance, escalation, and remediation requirements

Requirements

• 7+ years of secured or specialized lending sales experience, or equivalent demonstrated through work experience, training, military experience, or education
• Equipment finance sales and business development experience
• Strong commercial credit and financial analysis skills
• Experience structuring complex financing transactions
• Proven ability to build and maintain client relationships
• Strong collaboration and partnership skills across business lines
• Bachelor's degree (4-year degree) in Finance, Business, Economics, Accounting, or a related field is desired
• Applicant should be available to travel 40% of scheduled work time per month
• Willingness to work on-site at the stated location on the job opening
• Position is not eligible for Visa sponsorship
• Compliance with applicable outside activities and personal investing policies
• Directly represent own experiences during recruiting and hiring process
• Third-party recordings are prohibited unless authorized by Wells Fargo

Core Competencies

Demonstrates expertise in developing financial solutions and structuring complex transactions while leading execution teams and mentoring junior members. Strong ability to build client relationships and collaborate across business lines to achieve strategic objectives.

Highest-signal resume keywords

• Secured Lending Sales Experience
• Commercial Credit Analysis
• Complex Financing Transactions Structuring
• Client Relationship Management
• Equipment Finance Sales Experience

ATS Optimization Keywords

Hard Skills

• Financial Analysis
• Transaction Structuring
• Risk Compliance
• Diligence Oversight
• Documentation Management

Soft Skills

• Collaboration
• Mentoring
• Influencing
• Negotiation
• Leadership

Industry Keywords

• Investment Banking
• Wealth Investment Management
• Treasury Management
• Business Development
• Client Interactions