Wealth Custom Lending Specialist

• Participate in marketing custom lending solutions across the Wells Fargo platform
• Partner with senior level specialists to deliver Custom Lending solutions to high-net-worth clients
• Recommend structure of credit opportunities and assist in negotiating deal terms directly with clients
• In conjunction with senior level specialists, present deals to Independent Risk Management, along with underwriting teams, for final approval
• Assist in new custom credit origination and care for more routine/less complex portfolio management (including ongoing financial reporting, out of margin resolution, renewal of maturing credit facilities, etc.)
• Develop deeper understanding of custom lending to partner with relationship managers
• Make recommendations on situations requiring understanding of the Wealth Custom Lending functional area policies, procedures, and compliance requirements
• Collaborate and consult with Wealth Custom Lending peers, colleagues, and managers to resolve issues and achieve goals

2+ years of Custom Lending experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Private Banking, Corporate Banking or Commercial Lending experience
• Excellent sales and relationship management skills
• Knowledge of traditional banking products
• Credit risk experience
• FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)

• 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