Bilingual Business Lending Relationship Specialist, Wells Fargo

Wells Fargo

Location:
Canada, Montreal ▼
Mississauga

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Bilingual Business Lending Relationship Specialist (internally known as Credit Product Portfolio Specialist) to join the Vendor Finance team. This role includes building relationships, portfolio analysis, risk management, and developing credit solutions. The position is available in the Montreal or Mississauga office.

Job Responsibility:

Participate in building and maintaining effective relationships with existing clients within their products or functional area, including sharing relevant information with coverage partners and senior peers
Review and analyze basic business, operational, or technical assignments or challenges that require research, evaluation, and selection of alternatives, and exercise independent judgment to guide medium risk deliverables
Participate or provide support to review and analyze low to moderately complex client portfolios for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral and enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda
Present recommendations for resolving low to moderately complex situations and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements
Partner with senior peers within the context of individual deals and client relationships to develop inquiries or identify gaps to support the understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions to identify and execute on opportunities for modifications, renewals, and refinancings
Participate in regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable
Partner with product management functional partners to provide feedback on the use of tools to deliver credit solutions more effectively, meeting client and market needs
Collaborate and consult with senior peers and functional partners to resolve client servicing requests and inquiries related to their product
Contribute to functional area planning related to a given product

Requirements:

2+ 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
Bilingual in French and English, must be able to communicate fluently in French and English

Nice to have:

Equipment Finance selling experience
Degree in Business or Finance, MBA or equivalent

What we offer:

Diversity and inclusion policies
Accommodations for candidates with disabilities available upon request
Equal opportunity employer

Additional Information:

Job Posted:
July 03, 2025

Expiration:
July 23, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Bilingual Business Lending Relationship Specialist