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Equipment Finance Underwriting Manager
Wells Fargo. Develop new business and grow existing client relationships in the Dealer and Floorplan space within the Commercial Vehicle Group .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in Equipment Finance Underwriting, with a strong focus on developing client relationships and managing underwriting teams. Proven ability to structure and execute financing solutions while enhancing operational efficiency and mentoring team members.
Highest-signal resume keywords
Equipment Finance Underwriting ExperienceLeadership ExperienceFinancial Analysis SkillsCommercial Lending ExperienceRelationship-Building Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Equipment Finance UnderwritingFinancial AnalysisCredit Risk AssessmentCommercial Lease TransactionsLoan StructuringNegotiation SkillsProcess ImprovementTransaction ManagementVendor ManagementOperational Decision-Making
Soft Skills
Interpersonal CommunicationProblem-Solving SkillsAttention to DetailOrganizational SkillsPersonal Accountability
Industry Keywords
Dealer FinanceFloorplan FinancingCommercial Vehicle GroupTitled Vehicle VendorThird-Party Origination ProgramsSales CollaborationRisk ManagementAI InitiativesWorkflow StreamliningFast-Paced Environment
About the role
Key responsibilities & impact- Develop new business and grow existing client relationships in the Dealer and Floorplan space within the Commercial Vehicle Group
- Partner with credit and internal teams to structure and execute tailored financing solutions
- Underwrite and manage titled vehicle vendor, leasing or finance, and third-party origination programs
- Manage floorplan relationships with transportation equipment dealers
- Manage and develop an Equipment Finance Underwriting team making lending decisions across loan and lease products
- Provide input and feedback to team members
- Identify process improvement and productivity enhancement opportunities
- Make decisions and resolve issues regarding resources, objectives, and operations of the Equipment Finance Underwriting function
- Manage other teams responsible for the credit process
- Collaborate with underwriting peers, colleagues, and managers on routine operational activities
- Manage allocation of people and financial resources
- Mentor and guide direct reports and assist in hiring talent
Requirements
What you’ll need- 5+ years of Equipment Finance Underwriting experience, or equivalent demonstrated through work experience, training, military experience, or education
- 2+ years of Leadership experience
- Experience in equipment finance, commercial lending, dealer finance, or floorplan financing
- Experience developing new business and managing commercial client relationships
- Strong financial analysis and credit skills, including reviewing financial statements and assessing credit risk
- Experience structuring, negotiating, and executing commercial lease or loan transactions
- Ability to partner effectively with sales, credit, risk, operations, legal, and other internal teams
- Experience managing multiple transactions and priorities in a fast-paced environment
- Strong relationship-building, negotiation, and problem-solving skills
- Excellent verbal, written, and interpersonal communication skills
- Strong attention to detail, organization, and personal accountability
- Ability to work independently while collaborating effectively across teams
- Experience supporting AI initiatives and process improvements to streamline workflows, improve efficiency, and enhance business processes
- Ability to travel up to 15% of the time
- This position does not support Visa Sponsorship
Benefits
Comp & perks- 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
- Incentive opportunities may be available