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Lead Relationship Manager

2 months ago

Dallas, United States Wells Fargo Full time

About this role:

Wells Fargo is seeking a lead relationship manager in Wells Fargo Capital Finance's Lender Finance group. Lender Finance clients consist of specialty finance companies, including other asset-based lenders, factors, equipment leasing, and other non-bank lenders. The primary responsibility for this role includes credit administration for a portfolio of lender finance clients, analyzing borrowing bases, collateral and financial performance of borrowers, and reviewing and interpreting credit loan documents. This role will work closely with the various commercial banking partners (Corporate and Investment Banking, Middle Market Regional Banking, Leverage Finance, Financial Sponsor Coverage) and other Wells Fargo team members to build strong relationships, provide superior service and advice, and enhance other opportunities.


In this role, you will:

  • Build and maintain effective relationships with existing clients within their products or functional area, including sharing relevant information with coverage team partners
  • Review and analyze complex multi-faceted, larger scale or longer-term business, operational, or technical challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors
  • Independently review and analyze client portfolios, including complex scenarios, for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral or 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
  • Lead complex initiatives including those that are cross functional with broad impact and handle portfolio of accounts and regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable
  • Strategically collaborate and consult with peers, functional partners, and middle to senior level managers to resolve client issues and achieve business objectives
  • Make decisions and resolve complex, multi-faceted issues and lead a team to meet a given product’s or specialty’s objectives while leveraging a sound understanding of relevant policies, procedures, and compliance requirements to meet business objectives and drive new initiatives
  • Partner with product management functional partners to provide vision, direction, and expertise to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide strategies
  • Be a key participant 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 relationship management or portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Portfolio Management and Underwriting experience
  • Basic knowledge and understanding of asset based lending
  • Basic Knowledge of the Lender Finance
  • Basic Microsoft Office skills
  • Strong analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills
  • Solid problem solving and decision-making skills
  • A BS/BA degree or higher in accounting, finance, or economics


Job Expectations:

  • Travel: 15% of the time
  • This position offers a hybrid work schedule
  • Ability to work on-site at the posted work location

Posting End Date: 

19 Jul 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. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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.