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Senior Relationship Manager

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Los Angeles

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

Wells Fargo is seeking a Senior Relationship Manager for its Capital Finance's Lender Finance group. This role includes credit administration, analyzing borrowing bases, collateral and financial performance, and reviewing credit loan documents. The position interacts closely with various banking and financial partners to strengthen relationships, offer advice, enhance client opportunities, and ensure compliance with policies. Ideal candidates have extensive experience in secured lending, asset-based finance, and managing syndicated transactions.

Job Responsibility:

  • Build and maintain effective relationships with existing clients within their products or functional area, including sharing relevant information with coverage team partners
  • Lead modifications, renewals, and refinancings of varying complexity levels, including assessing a client’s financial position and risk level and acting as an advisor to leadership for highly complex situations for both prospective and existing clients
  • Independently review and analyze client portfolios, including highly complex scenarios, for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral or enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda
  • Partner with coverage teams within the context of individual deals and client relationships, to anticipate and understand clients’ businesses, strategic objectives, operational priorities, and financial positions to identify opportunities for modifications, renewals, and refinancings
  • Lead the strategy and resolution of highly complex and unique challenges by synthesizing industry and economic trends, including complicated legal and regulatory issues, in addition to regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable
  • Prepare for periodic exams by internal and external auditors
  • Strategically engage with all levels across the enterprise and serve as an expert advisor to leadership to resolve client issues and achieve business objectives while leveraging a sound understanding of relevant policies, procedures, and compliance requirements
  • Act as an advisor to senior leadership to develop or influence long-term goals for highly complex business and technical needs across Commercial Banking or Corporate & Investment Banking
  • Partner with product management functional partners and other senior leaders to provide vision, direction, and expertise to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide strategies

Requirements:

7+ 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

Nice to have:

  • Portfolio Management and Underwriting experience
  • 6+ years of experience in asset based lending
  • Experience with Lender Finance
  • Experience managing agented transactions with large-syndicated bank group
  • Basic Microsoft Office skills
  • Strong analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills
  • Solid problem solving and decision-making skills
  • A BS/BA degree or higher in accounting, finance, or economics
What we offer:
  • 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

Additional Information:

Job Posted:
August 08, 2025

Expiration:
August 30, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
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