Wells Fargo Lead Equipment Finance Manager 

United States, Florida, Orlando 

927060414

About this role:

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In this role, you will:

• Generate >$40MM annually of equipment loan and lease volume for Wells Fargo Equipment Finance
• Collaborate with internal Wells Fargo Bank partners to provide additional lending products to bank clients
• 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 either sales or credit experience in the equipment finance industry.
• 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 40% of the time
• This position does not support Visa Sponsorship
• Ability to work 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

Job Locations:

• 800 N Magnolia Ave - Orlando, FL 32803
• 100 S Ashley Dr - Tampa, FL 33602
• 350 E Las Olas Blvd - Ft Lauderdale, FL
• 1 Independent Dr - Jacksonville, FL

18 Apr 2025

Wells Fargo Recruitment and Hiring Requirements:

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