Senior Equipment Finance Account Manager, Wells Fargo

Wells Fargo

55300.00 - 98300.00 USD / Year

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Wells Fargo is seeking a Senior Equipment Account Manager to support our clients Equipment Finance needs

Collaborate with internal sales and deal team members to execute on customer fundings
Influence internal stakeholders to enable a positive outcome for Wells Fargo and it's customers
Toggle between tactical requirements and strategic initiatives
Review and consolidate deal backup for entry into system of record
Leverage system of record to document critical deal components
Communication with customers, vendors and internal stakeholders
Effectively manage conflict and escalate appropriately
Participate in establishing working relationships with clients which already have existing accounts and achieving business objectives related to these client accounts
Exercise independent judgment in maintaining and enhancing working relationship with the existing clients and meet business objectives
Present recommendations for resolving more complex client requests and exercise independent judgment while developing expertise in the Equipment Finance Account Management functional area
Collaborate with existing internal and external customers to build a working relationship
Assist the more experienced managers in supporting customer requests for accounts

4+ years of Equipment Finance Account Management experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
Strong experience resolving and working through escalated and complex customer issues
Extensive knowledge and understanding of lease and loan products, pricing, credit underwriting
Strong analytical skills including the ability to analyze financial metrics
Customer service focus with the ability to balance needs of clients, shareholders, and team members
Excellent verbal, written, and interpersonal communication skills
Effective organizational, multi-tasking, and prioritizing skills
Ability to interact with all levels of an organization
Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
Knowledge and understanding of equipment finance and leasing
Outstanding problem solving skills

Strong experience resolving and working through escalated and complex customer issues
Extensive knowledge and understanding of lease and loan products, pricing, credit underwriting
Strong analytical skills including the ability to analyze financial metrics
Customer service focus with the ability to balance needs of clients, shareholders, and team members
Excellent verbal, written, and interpersonal communication skills
Effective organizational, multi-tasking, and prioritizing skills
Ability to interact with all levels of an organization
Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
Knowledge and understanding of equipment finance and leasing
Outstanding problem solving skills

What we offer:

Employment Type:

Fulltime

Work Type:

Hybrid work

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