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Lead Equipment Finance Sales Specialist at Wells Fargo
Charlotte, North Carolina, USA - Full Time
Skills Needed
Training, Financial Statements, Tax, Legal Issues, Loans, Communication Skills
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Customer Service Representative at Wells Fargo
Taguig, Metro Manila, Philippines - Full Time
Skills Needed
Customer Service, Financial Services, Contact Center, Risk Management, Digital Services, Empathy, Communication, Problem Solving, Team Collaboration, Escalation, B2b Customer Service, High Volume Environment, Policy Adherence, Training, Military Experience, Education
Specialization
Candidates must have 2+ years of experience in customer service, financial services, or contact center roles. A background in the financial services or BPO industry is required, along with the ability to work night shifts and on US holidays.
Experience Required
Minimum 2 year(s)
EMEA & APAC Markets Business Management Manager at Wells Fargo
London, England, United Kingdom - Full Time
Skills Needed
Project Management Skills, Sharepoint, Communication Skills, Training, Discretion, Teams, Powerpoint, Continuous Improvement, Leadership, Visio, Perspectives
Qualification
Graduate
Lead Alternative Investment Consultant at Wells Fargo
St. Louis, Missouri, USA - Full Time
Skills Needed
Real Estate, Caia, Hedge Funds, Product Categories, Communication Skills, Partnerships, Training, Presentations
Qualification
Graduate
Experience Required
Minimum 4 year(s)
Branch Manager Boulder CO at Wells Fargo
Broomfield, Colorado, USA - Full Time
Skills Needed
Instructions, Financial Services, Collaboration, Loss Prevention, Regulations, Technology, Training, Small Business, Accountability, Evaluations, Hiring, Thinking Skills, Coaching, Benefits Management
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Senior Tax Representative-US Tax reporting and FATCA at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Tax Reporting, Fatca, Document Research, Account Reconciliation, Customer Account Maintenance, Analytical Skills, Attention To Detail, Time Management, Communication Skills, Microsoft Office, W 8 Forms, W 9 Forms, Irs Compliance, Problem Solving, Team Collaboration, Data Validation
Specialization
Candidates should have 4+ years of operations support experience and knowledge of US tax reporting requirements, including W-8 and W-9 forms. Strong analytical skills, attention to detail, and proficiency in Microsoft Office are also required.
Experience Required
Minimum 5 year(s)
Treasury Management Support Analyst at Wells Fargo
Charlotte, North Carolina, USA - Full Time
Skills Needed
Communication Skills, Training, Treasury Management, Presentation Skills
Qualification
Graduate
Branch Operations Coordinator - Deltona Providence at Wells Fargo
Deltona, FL 32725, USA - Full Time
Skills Needed
Loss Prevention, Customer Service, Military Recruiting, Technology, Training, Benefits Management
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Senior Registered Client Associate at Wells Fargo
Los Angeles, CA 90024, USA - Full Time
Skills Needed
Microsoft Office, Training, Excel, Powerpoint, Financial Services, Outlook
Qualification
Graduate
Control Management Specialist at Wells Fargo
Wilmington, Delaware, USA - Full Time
Skills Needed
Wire Transfers, Training, Financial Services, Risk, Communication Skills, Analytical Skills, Root, Partnerships, Participation
Qualification
Graduate
Senior Threat Analyst at Wells Fargo
Iselin, New Jersey, USA - Full Time
Skills Needed
Financial Institutions, Creativity, Thinking Skills, Intelligence Analysis, Government Agencies, Training, Writing
Qualification
Graduate
Experience Required
Minimum 7 year(s)
FiNet Home Office Supervisor at Wells Fargo
Charlotte, North Carolina, USA - Full Time
Skills Needed
Casualty Insurance, Training, Communication Skills, Conflict Management, Risk Management Consulting, Decision Making
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Cyber Threat Management - Senior Cyber Security Research Consultant at Wells Fargo
Philadelphia, Pennsylvania, USA - Full Time
Skills Needed
Analytical Skills, Automation, Debugging, Design, Scripting Languages, Vbscript, Testing, Python, Javascript, Security Controls, Training, Powershell, Cyber Security, Bash, Red Teaming, Reverse Engineering
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Lead Data Engineer at Wells Fargo
Iselin, New Jersey, USA - Full Time
Skills Needed
Optimization, Sql, Kubernetes, Shell Scripting, Teams, Security, Docker, Data Governance, Training, Hadoop, Rdbms, Etl, Automation, Physical Modeling, Olap, Azure, Scheduling Tools, Performance Tuning, Spark, Version Control
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Global Receivables & Distribution Finance Group Controller at Wells Fargo
Irving, Texas, USA - Full Time
Skills Needed
Accounting System, Training, Finance, Written Communication, Financial Reporting, Analytics, Leadership
Qualification
Graduate
Experience Required
Minimum 4 year(s)
Senior Lead Analytics Consultant at Wells Fargo
Charlotte, North Carolina, USA - Full Time
Skills Needed
Power Bi, Python, Interpersonal Skills, Reporting, Training, Analytics, Financial Modeling, Leadership, Sql, Alteryx
Qualification
Graduate
Experience Required
Minimum 7 year(s)
Senior Wires Support Engineer at Wells Fargo
Iselin, New Jersey, USA - Full Time
Skills Needed
Training, Python, Automation, Problem Management, Scripting
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Legal Order Processor at Wells Fargo
West Des Moines, IA 50266, USA - Full Time
Skills Needed
Order Processing, Training, Liens
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Branch Manager Ventura Corridor District at Wells Fargo
Los Angeles, California, United States - Full Time
Skills Needed
Banking, Financial Services, Leadership, Coaching, Customer Engagement, Risk Management, Operational Excellence, Team Development, Relationship Building, Digital Banking, Compliance, Problem Solving, Performance Analysis, Adaptability, Collaboration, Critical Thinking
Specialization
Candidates must have 4+ years of banking or financial services experience and 2+ years of leadership experience. Desired qualifications include management experience, the ability to analyze performance, and knowledge of banking industry regulations.
Experience Required
Minimum 5 year(s)
Lead Machine Learning Engineer at Wells Fargo
San Leandro, California, USA - Full Time
Skills Needed
Automation, Training, Kubernetes, Analytical Skills, Scripting, Docker
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Lead Equipment Finance Sales Specialist at Wells Fargo
Charlotte, North Carolina, USA -
Full Time


Start Date

Immediate

Expiry Date

19 Nov, 25

Salary

0.0

Posted On

19 Aug, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Training, Financial Statements, Tax, Legal Issues, Loans, Communication Skills

Industry

Financial Services

Description

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

WELLS FARGO RECRUITMENT AND HIRING REQUIREMENTS:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process

Required Qualifications:

  • 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, educatio

Desired Qualifications:

  • 5+ years of Equipment Finance experience
  • 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 skill
Responsibilities

Wells Fargo is seeking a Lead Equipment Finance Sales Specialist for our Transportation group covering North Carolina, South Carolina, Georgia, Florida and Virginia.

In this role, you will:

  • Responsible for creating sales opportunities with equipment finance clients and prospects. Identifies, acquires, and grows new relationships within the transportation industry in NC, SC, VA, GA and FL.
  • Coordinate the completion of finance request from initiation, credit review process, documentation and funding of transaction
  • Identify and recommend opportunities for process improvement and risk control development
  • Make decisions and resolve issues to meet business objectives
  • Interpret policies, procedures, and compliance requirements
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
  • Interact with internal customers
  • Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
  • Originate transactions in direct origination for new relationships and growth opportunities
  • Manage and grow existing business relationships with commercial businesses
  • Oversee growth opportunities and business relationships
  • 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

Required Qualifications:

  • 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

Desired Qualifications:

  • 5+ years of Equipment Finance experience
  • 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

Job Expectations:

  • Ability to travel 60% or more.
  • Willingness to work on-site at stated location on the job opening
Lead Equipment Finance Sales Specialist at Wells Fargo
Charlotte, North Carolina, USA - Full Time
Skills Needed
Training, Financial Statements, Tax, Legal Issues, Loans, Communication Skills
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Customer Service Representative at Wells Fargo
Taguig, Metro Manila, Philippines - Full Time
Skills Needed
Customer Service, Financial Services, Contact Center, Risk Management, Digital Services, Empathy, Communication, Problem Solving, Team Collaboration, Escalation, B2b Customer Service, High Volume Environment, Policy Adherence, Training, Military Experience, Education
Specialization
Candidates must have 2+ years of experience in customer service, financial services, or contact center roles. A background in the financial services or BPO industry is required, along with the ability to work night shifts and on US holidays.
Experience Required
Minimum 2 year(s)
EMEA & APAC Markets Business Management Manager at Wells Fargo
London, England, United Kingdom - Full Time
Skills Needed
Project Management Skills, Sharepoint, Communication Skills, Training, Discretion, Teams, Powerpoint, Continuous Improvement, Leadership, Visio, Perspectives
Qualification
Graduate
Lead Alternative Investment Consultant at Wells Fargo
St. Louis, Missouri, USA - Full Time
Skills Needed
Real Estate, Caia, Hedge Funds, Product Categories, Communication Skills, Partnerships, Training, Presentations
Qualification
Graduate
Experience Required
Minimum 4 year(s)
Branch Manager Boulder CO at Wells Fargo
Broomfield, Colorado, USA - Full Time
Skills Needed
Instructions, Financial Services, Collaboration, Loss Prevention, Regulations, Technology, Training, Small Business, Accountability, Evaluations, Hiring, Thinking Skills, Coaching, Benefits Management
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Senior Tax Representative-US Tax reporting and FATCA at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Tax Reporting, Fatca, Document Research, Account Reconciliation, Customer Account Maintenance, Analytical Skills, Attention To Detail, Time Management, Communication Skills, Microsoft Office, W 8 Forms, W 9 Forms, Irs Compliance, Problem Solving, Team Collaboration, Data Validation
Specialization
Candidates should have 4+ years of operations support experience and knowledge of US tax reporting requirements, including W-8 and W-9 forms. Strong analytical skills, attention to detail, and proficiency in Microsoft Office are also required.
Experience Required
Minimum 5 year(s)
Treasury Management Support Analyst at Wells Fargo
Charlotte, North Carolina, USA - Full Time
Skills Needed
Communication Skills, Training, Treasury Management, Presentation Skills
Qualification
Graduate
Branch Operations Coordinator - Deltona Providence at Wells Fargo
Deltona, FL 32725, USA - Full Time
Skills Needed
Loss Prevention, Customer Service, Military Recruiting, Technology, Training, Benefits Management
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Senior Registered Client Associate at Wells Fargo
Los Angeles, CA 90024, USA - Full Time
Skills Needed
Microsoft Office, Training, Excel, Powerpoint, Financial Services, Outlook
Qualification
Graduate
Control Management Specialist at Wells Fargo
Wilmington, Delaware, USA - Full Time
Skills Needed
Wire Transfers, Training, Financial Services, Risk, Communication Skills, Analytical Skills, Root, Partnerships, Participation
Qualification
Graduate
Senior Threat Analyst at Wells Fargo
Iselin, New Jersey, USA - Full Time
Skills Needed
Financial Institutions, Creativity, Thinking Skills, Intelligence Analysis, Government Agencies, Training, Writing
Qualification
Graduate
Experience Required
Minimum 7 year(s)
FiNet Home Office Supervisor at Wells Fargo
Charlotte, North Carolina, USA - Full Time
Skills Needed
Casualty Insurance, Training, Communication Skills, Conflict Management, Risk Management Consulting, Decision Making
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Cyber Threat Management - Senior Cyber Security Research Consultant at Wells Fargo
Philadelphia, Pennsylvania, USA - Full Time
Skills Needed
Analytical Skills, Automation, Debugging, Design, Scripting Languages, Vbscript, Testing, Python, Javascript, Security Controls, Training, Powershell, Cyber Security, Bash, Red Teaming, Reverse Engineering
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Lead Data Engineer at Wells Fargo
Iselin, New Jersey, USA - Full Time
Skills Needed
Optimization, Sql, Kubernetes, Shell Scripting, Teams, Security, Docker, Data Governance, Training, Hadoop, Rdbms, Etl, Automation, Physical Modeling, Olap, Azure, Scheduling Tools, Performance Tuning, Spark, Version Control
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Global Receivables & Distribution Finance Group Controller at Wells Fargo
Irving, Texas, USA - Full Time
Skills Needed
Accounting System, Training, Finance, Written Communication, Financial Reporting, Analytics, Leadership
Qualification
Graduate
Experience Required
Minimum 4 year(s)
Senior Lead Analytics Consultant at Wells Fargo
Charlotte, North Carolina, USA - Full Time
Skills Needed
Power Bi, Python, Interpersonal Skills, Reporting, Training, Analytics, Financial Modeling, Leadership, Sql, Alteryx
Qualification
Graduate
Experience Required
Minimum 7 year(s)
Senior Wires Support Engineer at Wells Fargo
Iselin, New Jersey, USA - Full Time
Skills Needed
Training, Python, Automation, Problem Management, Scripting
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Legal Order Processor at Wells Fargo
West Des Moines, IA 50266, USA - Full Time
Skills Needed
Order Processing, Training, Liens
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Branch Manager Ventura Corridor District at Wells Fargo
Los Angeles, California, United States - Full Time
Skills Needed
Banking, Financial Services, Leadership, Coaching, Customer Engagement, Risk Management, Operational Excellence, Team Development, Relationship Building, Digital Banking, Compliance, Problem Solving, Performance Analysis, Adaptability, Collaboration, Critical Thinking
Specialization
Candidates must have 4+ years of banking or financial services experience and 2+ years of leadership experience. Desired qualifications include management experience, the ability to analyze performance, and knowledge of banking industry regulations.
Experience Required
Minimum 5 year(s)
Lead Machine Learning Engineer at Wells Fargo
San Leandro, California, USA - Full Time
Skills Needed
Automation, Training, Kubernetes, Analytical Skills, Scripting, Docker
Qualification
Graduate
Experience Required
Minimum 5 year(s)
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