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Lead Equipment Finance Territory Manager

1 month ago

Tulsa, United States Wells Fargo Full time

About this role:

Wells Fargo is seeking a Lead Equipment Finance Sales Specialist for our Transportation group covering Oklahoma, Arizona, New Mexico, Texas and Colorado.

Location is open within the assigned territory.

In this role, you will:

  • Responsible for creating sales opportunities with equipment finance clients and prospects. Identifies, acquires, and grows new relationships within the transportation industry in OK, AZ, NM, TX, and CO
  • Coordinate the completion of finance request 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
  • Originate transactions in direct origination for new relationships and growth opportunities
  • Manage and grow existing business relationships with commercial businesses
  • Oversee growth opportunities and business relationships


Required Qualifications:

  • 5+ years of Equipment Finance Sales Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • 5+ years of Equipment Finance experience
  • 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:

  • 60% Travel

Posting End Date: 

31 May 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.