Lead Credit Product Sales Specialist

Wells Fargo

. Drive new business and grow existing client relationships within Equipment Finance .

Posted 9/18/2026full-timeParamus • New Jersey • United StatesSenior💰 $139,000 - $260,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in originating and structuring lease and loan financing solutions while effectively managing client relationships and delivering tailored credit solutions. Proficient in analyzing financial results and collaborating with internal teams to drive business growth and resolve client needs.

Highest-signal resume keywords

Secured Lending Sales ExperienceLease And Loan Financing ProductsFinancial AnalysisClient Relationship ManagementStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisLease FinancingLoan FinancingCredit SolutionsTransaction StructuringUnderwritingCompliance RequirementsPortfolio ManagementBusiness PlanningMarket Insights

Soft Skills

Interpersonal CommunicationOrganizational SkillsMultitaskingAttention To DetailProblem-Solving

Industry Keywords

Equipment FinanceFinancial ServicesClient NeedsSales ExperienceFunding Transactions

About the role

Key responsibilities & impact

Drive new business and grow existing client relationships within Equipment Finance
Originate, structure, and execute lease and loan financing solutions for commercial clients
Assess client financials, understand business objectives, and deliver tailored credit solutions
Lead moderately complex transactions from underwriting through funding
Partner with coverage, credit, and product teams to advance deals and resolve client needs
Source new relationships and expand an existing portfolio, targeting more than $30MM in annual funded volume
Contribute to business planning and share market insights with product partners
Support and mentor junior team members
Lead or participate in sourcing new clients and growing existing relationships
Analyze opportunities, structure and propose tailored financial solutions, coordinate internally, and submit transactions for approval
Resolve moderately complex client issues using relevant policies, procedures, and compliance requirements
Provide feedback on evolving market needs to support innovation, design, and delivery of credit solutions
Contribute to large-scale planning for product or specialty business objectives

Requirements

What you’ll need

5+ years of secured or specialized lending sales experience, or equivalent demonstrated through work experience, training, military experience, or education
Background in sales and experience originating new prospective relationships
Experience qualifying and closing lease and loan financing products
Ability to analyze financial results
Ability to work cooperatively with internal sales and credit teams to submit, credit approve, document, and fund transactions ranging from $100,000+
Financial Services Experience
Excellent verbal, written, and interpersonal communication skills
Ability to work in a fast-paced, deadline-driven environment
Strong organizational, multitasking, and prioritizing skills
Demonstrated proficiency in handling multiple projects and deadlines
Strong analytical skills with high attention to detail and accuracy
Ability to travel 35% or more
Ability to work a hybrid work schedule; current requirements are 4 days in-office
Willingness to work on-site at the stated location
This position does not support Visa Sponsorship
Compliance with applicable outside-activity and personal-investing policies

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