Credit Product Sales Specialist

• Support senior leaders to attract, develop, grow, and retain client relationships within the Commercial Marine segment
• Assist with preparation of client data/info, creation of pitch books and other marketing materials, and/or development of presentation materials for client meetings and/or internal discussions
• Support execution of in person and online client calls by conducting pre-call planning, recording call notes, and coordinating post-call debrief sessions
• Initiate regular touchpoints with senior leaders to review and discuss portfolio, active opportunities, and pending deliverables needing completion
• manage action items to completion
• Offer the full suite of Wells Fargo’s solutions to meet multi-faceted needs by thoughtfully engaging product organizations, developing client specific coverage plans, leveraging a solid understanding of industry landscapes, strategic objectives, operational priorities, and financial positions
• Take ownership and assist with client related administrative/operational functions including account openings, service team coordination, and addressing customer issues and problems
• Independently lead or resolve complex initiatives and guide cross functional team to meet deliverables within Equipment Finance group while leveraging a solid understanding of relevant policies, procedures, and meeting compliance requirements
• Utilize and excel at relevant systems, dashboards and platform tools to drive data based decisioning and strategy including relationship planning

2+ 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

• Strong credit background and experience with highly structured lending transactions
• Aptitude to learn new systems quickly
• Ability to generate leads, cold call and initiate meetings with new clients
• Strong analytical skills with high attention to detail and accuracy
• Ability to work effectively in a team environment and across all organizational levels
• where flexibility, collaboration, and adaptability are important
• Ability to work in a fast-paced deadline driven environment
• Energetic, quick learner, positive attitude, self-motivated
• Ability to work independently, organizing and managing multiple priorities
• Excellent written and oral communication skills demonstrated through prior experiences with Sr. Management
• Ability to lead low to moderate complex tasks, processes, transactions with multiple stakeholders
• Proficiency with Microsoft Office, Salesforce, and SuperTRUMP

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement