In this role, you will:
Lead complex initiatives for researching financial and credit information for larger and more complex commercial or business loan and lease requests
Assist in structuring and approval of loan or leases within delegated authority and recommend transactions in excess of credit authority
Review and research financial and credit information for larger and complex loans and lease requests that require in-depth evaluation
Make decisions in complex and multifaceted situations requiring exceptional understanding of the Equipment Finance Underwriting functional area, policies, procedures, and compliance requirements
Collaborate and consult with peers, colleagues, and managers to achieve business objectives
Mentor or review analysis of less experienced individuals
Lead projects and approve transactions in excess of their credit authority
Required Qualifications, US:
5+ years of Equipment Finance Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Strong cash flow analysis skills
Familiarity with various collateral types
Document negotiation skills
Financial Analysis experience
Experienced and proficient with Microsoft Office suite of products, including Excel, Word and PowerPoint
Experience working across multiple industries in an underwriting capacity (i.e. construction, transportation, industrial, manufacturing)
Experience working on transactions >$10MM
Strong communication skills with experience presenting to Senior Leadership and communicating with external clients
Job Expectations:
Ability to travel up to 10% of the time
Ability to work a hybrid work schedule
This position does not support 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
Job Locations:
83 Wooster Hts - Danbury, CT 06810
10 S Wacker Dr - Chicago, IL 60606
125 High St - Boston, MA 02110
600 S 4th St - Minneapolis, MN 55415
550 S Tryon St, Charlotte, NC 28202
2600 S Price Rd - Chandler, AZ 85286
Pay Range:
Connecticut-Danbury Pay Range $115,900-$206,100 Annually
Illinois-Chicago Pay Range $106,300-$188,900 Annually
Massachusetts -Boston Pay Range $ $115,900-$206,100 Annually
Pay Range $96,600-$171,800 Annually
North Carolina-Charlotte Pay
Arizona-Chandler Pay Range $96,600-$171,800 Annually
May be considered for a discretionary bonus, Restricted Share Rights, or other long-term incentive awards
Pay Range
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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