Senior Asset Based Lending Field Examiner jobs at Wells Fargo in United States, Dallas

About this role:

in Global Payments & Liquidity (GPL) as part of Enterprise Functions.

In this role, you will:

• Support product builds on Core Treasury Management products
• Work with multiple Lead ICs on customer requests
• Ensure that products are completed according to established timelines
• Collaborate with downstream partners on implementation tasks
• Utilize a multitude of systems and processes to perform product builds
• Ensure customer implementation data is accurately captured and recorded, and services are correctly set up
• Remain flexible and adaptable to changing priorities, deadlines and new surroundings
• Proactively identify and resolve problems/issues

Required Qualifications:

• 4+ years of Change Implementation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 1+ years of Treasury Management experience in Service and / or Implementation
• Demonstrate a strong focus on risk mitigation, attention to detail, and ability to follow documented procedures
• Advanced Microsoft Office, Outlook and PowerPoint
• Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment
• Ability to interact with integrity and professionalism with customers, peers and partners
• Ability to work effectively in a virtual team environment

Dallas, Texas (TX) – 1445 Ross Avenue (NOTE: Moving to 401 W. Las Colinas Blvd., Irving, TX in Fall 2025)
Chandler, Arizona (AZ) – 2700 S. Price Road
Salt Lake City, Utah (UT) – 260 Charles Lindbergh Drive

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Banking, Lending, & Trust (BL&T)

Trust ServicesTrust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including:

• Personal trust services.

• Estate services.

• Philanthropic services.

• Closely held asset management.

• Real estate and loan asset management.

• Oil, gas and mineral management.

• Legacy trust services.

• Special needs trust services.

• Managed Individual Retirement Accounts (IRA)

In this role, you will:

• Advise leadership to develop or influence objectives, plans, specifications, resources, and long term goals for highly complex financial planning needs
• Lead the strategy and resolution of highly complex planning needs in collaboration with clients and partners
• Deliver solutions that require vision, creativity, innovation, advanced analytical and inductive thinking
• Provide vision, direction and expertise to leadership on implementing innovative and significant business solutions that are large scale cross functional or companywide strategies
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal or external customers, Accountants and Attorneys
• This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
• This Philanthropic Senior Advisory Specialist is a specialty fiduciary expert with a focus on Philanthropic and Charitable advising who applies deep knowledge and skills in the area of trust and estate matters, investment management, wealth transition, and financial planning to serve high net worth clients with complex planning needs. May partner with a Relationship Manager or act as Relationship Manager in serving clients. Contributes to growth of the specialty wealth management business by participating in and initiating new client acquisition through leveraging fiduciary skills and specialized knowledge in the marketplace. In some cases, may administer and manage the risk of moderately complex trust accounts in order to develop or expand relationships. As the relationship manager for a book of business, identifies and addresses issues with clients,underwriting/acceptingnew accounts, administering, terminating, distributes moderately complex account material. Proactively engages with clients in specialty wealth planning related conversations; collaborates with partners to develop and propose solutions. Provides analysis of client's total financial situation and offers creative thinking to arrive at workable solutions. Communicates directly with clients, business partners and Centers of Influence including external resources i.e. accountants, attorneys, who are related to the client relationship as part of day to day

Required Qualifications:

• 7+ years of Fiduciary Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Ability to network and interact with all levels of an organization
• Excellent verbal, written and interpersonal communication skills
• Strong presentation skills
• Experience with family philanthropy, including private foundations, donor advised funds, family retreats, workshops and meetings
• Experience working with nonprofit organizations, boards of directors and their donors
• Experience working within the High Net Worth (HNW) Ultra High Net Worth (UHNW) space
• Knowledge and understanding of financial and estate planning, fiduciary/trust, wealth transfer and investment understanding
• Local market knowledge and established market network; extensive local philanthropic network; strong networking skills and a passion for philanthropy
• Chartered Advisor in Philanthropy (CAP) designation
• JD, LL.M, CFP or CTFA designations

Job Expectations:

• Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
• 25% travel

• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Develop, retain, and grow complex client relationships by understanding the needs and priorities of clients and financial decision makers

• Drive revenue generation across Wells Fargo’s platform by proactively identifying new credit and non-credit opportunities for new and existing clients

• Handle all aspects of originating, structuring, and executing bank lending and other credit related products

• Coordinate transactions with our credit, treasury management, foreign exchange, investment banking, capital markets, and asset-based lending groups

• Perform financial analysis and underwriting in the areas of credit, cash flow and collateral

• Identify and qualify top prospects in the market and then introduce them to our firm and our unique capabilities

• Partner with existing clients to ensure we are helping them meet their current and future needs

• Develop trusted relationships at the operational, c-suite, and board of director levels

• Stay informed of industry trends, market news, and emerging technology

• Represent our team in the market by hosting unique events, networking with influencers, and attending conferences

• Drive relationship planning activities to deliver the full suite of bank solutions

• Maintain sales and pipeline disciplines by keeping information current in relevant systems

Required Qualifications:

• 7+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Fundamental knowledge of the technology ecosystem

• Extensive relationships with technology companies, venture capital firms, non-bank lenders, and service providers

• Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasurymanagement

• Completion of formal credit training program

• Successfully completed FINRA Series63and79exams to qualify for immediate registration (or FINRA recognized equivalents)

• Commercial banking account relationship management experience within the Middle Market segment

• Demonstrated experience working collaboratively to deliver the organization to clients and prospects

• Demonstrated experience generating new client relationships, building and retaining long-term client relationships

• Experience developing and maintaining external and internal partnerships

• Experience identifying and mitigating risk, ensuring compliance with processes and procedures

• Excellent verbal, written, and interpersonal communication skills

Job expectations:

• This position is not eligible for Visa sponsorship

• This position offers a hybrid work schedule

• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

• Ability to travel up to 30% of the time

Location:

• 14241 Dallas Parkway - Dallas, Texas 75254

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
• Support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
• Partner with Commercial Lending Product Management to provide feedback on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively
• Independently develop, retain, and grow client relationships and lead team while leveraging a solid understanding of the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback
• Lead or participate in the structuring, modification, and renewal of moderately complex cash flow, real estate loans, and certain other industry specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute more complex transactions
• Review, understand, and offer the full suite of solutions offered by Wells Fargo to commercial clients to meet needs that require an in-depth evaluation by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
• Independently lead or resolve initiatives and guide team to meet deliverables within the Commercial Banking Relationship Management group while leveraging a solid understanding of relevant policies, procedures, and compliance requirements
• Collaborate and consult with peers, colleagues, and mid-level managers to resolve client issues while achieving Wells Fargo’s business objectives by helping clients navigate Wells Fargo’s processes, escalating client inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; may lead projects, teams or serve as a mentor for less experienced colleagues

Required Qualifications:

• 4+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Proven track record and experience in direct sourcing and prospecting new clients
• In market business development experience or proven ability to develop and execute a business development strategy
• Experience building relationships with community organizations and key community influencers
• Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
• Commercial Banking account relationship management experience within the Emerging Middle Market segment ($25MM-$100MM annual sales revenue)
• Completion of formal credit training program
• Demonstrated experience working collaboratively to deliver the organization to clients and prospects
• Demonstrated experience generating new client relationships, building and retaining long-term client relationships
• Strong organizational, multi-tasking, and prioritizing skills
• Experience identifying and mitigating risk, ensuring compliance with processes and procedures
• Excellent verbal, written, and interpersonal communication skills
• Experience consistently delivering strong sales performance

Job expectations:

• This position is not eligible for Visa sponsorship
• This position offers a hybrid work schedule
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Location:

• 14241 Dallas Pkwy Ste 1300- DALLAS, TX 75254
• 201 Main St- FORT WORTH, TX 76102

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Strategically support Business Development Representatives in sourcing new Middle Market Commercial Banking clients, by cultivating relationships through existing networks
• Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
• Partner with Commercial Lending Product Management to provide vision, direction, and expertise to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or company-wide strategies
• Develop and grow complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; function as an advisor to guide and influence others in growing relationships
• Act as an advisor to senior leadership to develop, influence, or lead the structuring, modification, and renewal of cash flow, real estate loans, and certain other industry specific solutions across groups and functions by analyzing financials, presenting to clients, and coordinating with internal stakeholders
• Lead the strategy and resolution for full suite solutions offered by Wells Fargo to commercial clients to meet unique needs that require an in-depth evaluation across multiple areas of the enterprise, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
• Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions within the Commercial Banking Relationship Management group that are cross functional and companywide strategies
• Strategically engage with all levels across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally; serve as an expert advisor to leadership and a mentor for less experienced colleagues

Required Qualifications:

• 7+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
• Proven experience managing a sales pipeline and consistently delivering strong sales performance
• Established local in-market network with demonstrated knowledge of the North Texas market to fuel business development
• Demonstrated experience collaborating and generating new client relationships and prospects, into long-term clients
• Commercial banking account relationship management experience within the Middle Market segment, primarily focused on clients with $100MM -$500MM in annual revenue
• Experience developing and maintaining external and internal partnerships
• Self-starter who takes initiative and works independently with minimal supervision
• Experience identifying and mitigating risk, ensuring compliance with processes and procedures
• Excellent verbal, written, and interpersonal communication skills
• Effective time management and organization skills
• Completion of formal credit training program
• Bachelor’s Degree and/or Master’s Degree in Business, Accounting, or Finance

Job Expectations:

• This position is not eligible for Visa sponsorship
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
• Ability to travel up to 10% of the time

Location:

• 14241 Dallas Pkwy - DALLAS, TX 75254

• 1445 Ross Ave- DALLAS, TX 75202

• 201 Main Street - FORT WORTH, TX 76102

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Lead in conducting all types of the most complex filed exams of current and potential borrowers financial records

• Lead in complex initiatives, including those that are cross-functional and which have broad impact

• Participate in large-scale planning for Financial Collateral Examination functional area

• Review and analyze, complex, multi-faceted, large-scale or long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors within Financial Collateral Examination functional area

• Make decisions in complex and multi-faceted situations requiring understanding of Financial Collateral Examination functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives

• Collaborate and consult with Financial Collateral Examination peers, colleagues, and middle to more experienced managers to resolve issues and achieve goals

• Lead Financial Collateral Examination projects and teams, or serve as a peer mentor

Required Qualifications:

• 5+ years of Financial Collateral Examination experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 5+ years of collateral examination experience

• Strong understanding of Accounting

• Finance or Accounting Background

• Advanced Excel Skills

• Excellent verbal and written communication skills

• Ability to work independently and in a team environment

• Excellent customer service experience

• Able to anticipate and adapt to rapidly changing, growth-oriented environment

• Outstanding problem solving and decision-making skills

• Proficient knowledge of business practices and processes

• Strong excel and data mining experience.

Job Expectations:

• Ability to travel up to 50%

• Valid US Passport

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Act as an advisor to senior leadership to develop or influence objectives, plans, specifications, resources, and long term goals for highly complex business and technical needs across groups and functions
• Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas of the company
• Deliver solutions that are long term, large scale, which require vision, creativity, innovation, advanced analytical and inductive thinking, coordination of highly complex activities, and guidance to others
• Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions that are large scale, cross functional, or companywide strategies within Commercial Banking Portfolio Management functional area
• Engage with Commercial Banking Portfolio Management professionals and managers across the company and serve as an expert advisor to leadership

Required Qualifications:

• 7+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 6+ years of experience underwriting Middle Market and/or customers in the Technology Industry
• Experience negotiating, managing and amending complex credit facility legal documentation.
• Strong risk management and compliance skills.
• Experience with complex credit, underwriting, and debt structure within the Middle Market segment
• Completion of a formal credit training program
• Comprehensive knowledge and understanding of core banking products and services such as, commercial lending and treasury management
• Experience developing and maintaining external and internal partnerships
• Experience in swiftly adopting and executing change management to enable business growth
• Experience identifying and mitigating risk, ensuring compliance with processes and procedures
• Excellent verbal, written, and interpersonal communication skills

Pay Range

We Value Diversity

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.