Lead Equipment Finance Territory Manager, Wells Fargo

Wells Fargo

Location:
United States, Orlando ▼
Fort Lauderdale
Jacksonville
Tampa

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Lead Equipment Finance Territory Manager within the Commercial Banking Group. This is a great opportunity to work with one of the top commercial banking lenders in the U.S. The Wells Fargo Equipment Finance group is looking for a Lead Equipment Finance Territory Manager covering the states of Florida and Alabama. This is a customer facing sales role calling on existing and prospective clients who acquire construction equipment.

Job Responsibility:

Generate >$40MM annually of equipment loan and lease volume for Wells Fargo Equipment Finance
Collaborate with internal Wells Fargo Bank partners to provide additional lending products to bank clients
Lead complex initiatives and sourcing of new clients or growing of existing relationships for a given product or specialty in close coordination with coverage teams
Understand clients’ businesses, strategic objectives, operational priorities, and financial positions within the context of individual deals and client relationships
Work independently on client transactions in partnership with client teams, including complex, larger, and multi-product financing opportunities, including analyzing potential opportunities, structuring, proposing, and selling tailored financial solutions to clients, leading internal coordination, and submitting transactions to management or independent risk for approval
Strategically collaborate and consult with peers, colleagues, mid to senior level managers to resolve client issues and achieve business objectives
Make decisions and resolve complex, multi-faceted situations and lead a team to meet a given product or specialty’s objectives while leveraging a sound understanding of relevant policies, procedures, and compliance requirements to meet deliverables and drive new initiatives
Partner with product management functional partners to provide recommendations to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively
Participate in large-scale planning related to a given product or specialty’s business objectives
Serve as a mentor for less experienced individuals

Requirements:

5+ 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
5+ years of either sales or credit experience in the equipment finance industry
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

Additional Information:

Job Posted:
April 29, 2025

Expiration:
May 01, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Lead Equipment Finance Territory Manager

Wells Fargo

Location:United States, Orlando ▼Fort LauderdaleJacksonvilleTampa

Category:Banking

Contract Type:Not provided