Secured Lending Sales Representative

Wells Fargo Bank•Charlotte, NC
•Hybrid

About The Position

Wells Fargo is hiring a Lead ABL/Technology Finance Loan Origination Sales Specialist for the Financial Sponsors group within the Commercial Bank. The role focuses on sourcing new clients and growing existing relationships for secured lending products, working closely with financial sponsors and coverage teams. The specialist understands client businesses, strategic objectives, operational priorities, and financial positions, and works independently with client teams on transactions, including complex, larger, and multi-product financing opportunities. This includes analyzing opportunities, structuring and proposing tailored financial solutions, coordinating internally, and submitting transactions for management or independent risk approval. The position also involves resolving complex client and business issues, leading a team toward product or specialty objectives, advising leadership on market needs and credit-solution development, participating in business planning, and mentoring less experienced colleagues. The position offers a hybrid work schedule and may require travel up to 25% of the time. Work locations are 125 High Street, Boston, Massachusetts, and 550 South Tryon Street, Charlotte, North Carolina. The position is not eligible for visa sponsorship. Base pay is $139,000 to $260,000, with potential eligibility for incentive opportunities. The posting end date is November 12, 2026, though the posting may be removed earlier.

Requirements

  • At least 5 years of secured or specialized lending sales experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination.
  • Ability to travel up to 25% of the time.
  • Must provide information to the Wells Fargo Personal Account Dealing Team and comply with applicable policy requirements if affected by outside-activity or personal-investing policies.
  • Directly represent one’s own experiences during the recruiting and hiring process.

Nice To Haves

  • At least 5 years of Asset Based Lending (ABL) experience, including working knowledge of borrowing base calculations and collateral analysis.
  • Experience assessing lending products for software companies and collaborating with financial sponsors.
  • Ability to review financial modeling to analyze trends and identify risks.
  • Working knowledge of a broad range of secured lending offerings, including supply chain finance and equipment finance.
  • Intermediate proficiency in MS Excel, modeling, and CRM/RV.
  • Strong analytical skills with high attention to detail and accuracy.
  • Ability to work effectively in a team environment and across organizational levels in a fast-paced, deadline-driven environment.
  • Excellent verbal, written, and interpersonal communication skills.

Responsibilities

  • Lead complex initiatives and source new clients or grow existing relationships for a product or specialty in coordination with financial sponsors and coverage teams.
  • Understand clients’ businesses, strategic objectives, operational priorities, and financial positions in the context of deals and client relationships.
  • Work independently with client teams on transactions, including complex, larger, and multi-product financing opportunities.
  • Analyze potential opportunities, structure and propose tailored financial solutions, lead internal coordination, and submit transactions for management or independent risk approval.
  • Collaborate and consult with peers, colleagues, and mid- to senior-level managers to resolve client issues and achieve business objectives.
  • Make decisions and resolve complex situations while leading a team toward product or specialty objectives and meeting policy, procedure, compliance, and delivery requirements.
  • Partner with product management functional partners to recommend responses to evolving market needs and support the innovation, design, and delivery of credit solutions.
  • Participate in large-scale planning related to product or specialty business objectives.
  • Mentor less experienced individuals.
  • Follow applicable risk and compliance programs, policies, and procedures; fulfill risk and compliance obligations; escalate and remediate issues; and make sound risk decisions.

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
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