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Wells Fargo Equipment Finance Underwriting Manager 
United States, Texas, Irving 
836110187

18.02.2025

In this role, you will:

  • Manage and develop a team of individual contributors in underwriting, approval, documentation of credit requests, credit line renewals for existing customers, and on-going monitoring of the current portfolio
  • Engage stakeholders and internal partners associated with the Distribution Finance Underwriting functional area
  • Identify and recommend opportunities for process improvement and risk control development
  • Conduct financial and credit research as well as prepare risk assessments for presentation to more experienced management
  • Make decisions and resolve issues regarding resources, objectives, and operations of Distribution Finance Underwriting functional area and team to meet business objectives
  • Interpret and develop policies and procedures for functions with low to moderate complexity within scope of responsibility
  • Collaborate and consult with Distribution Finance Underwriting peers, colleagues, and multiple level managers as well as interact directly with external customers
  • Mentor and guide talent development of direct reports and assist in hiring talent


Required Qualifications:

  • 4+ years of Distribution Finance Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years of leadership experience


Desired Qualifications:

  • Equipment Finance Underwriting Management Experience - preferred
  • Experience working with Senior Leadership and Independent Risk Management
  • Ability to lead a team of underwriters, review activities performed and provide feedback on writing style, policy adherence, risk assessment and content
  • Experience underwriting, reviewing and presenting transactions >$50MM
  • Strong analytical skills with high attention to detail and accuracy
  • Deep understanding of financial statement analysis and key risk factors
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
  • Ability to work in a fast-paced deadline driven environment
  • Energetic, quick learner, positive attitude, self-motivated
  • B.A. degree or equivalent, preferably in Accounting, Finance or Economics

Job Expectation:

  • Travel up to 5%
  • This position offers a hybrid work schedule.
  • Willingness to work on-site at stated location on the job opening.

27 Feb 2025


Wells Fargo Recruitment and Hiring Requirements:

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