Secured Lending Sales Representative
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Secured Lending Sales Representative
Wells FargoCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Asset Based Lending (ABL) with a strong focus on financial analysis, risk assessment, and transaction structuring. Proven ability to build relationships with clients and sponsors while ensuring compliance and adherence to policies.
Highest-signal resume keywords
Asset Based Lending (ABL)Financial ModelingCredit ScreeningAnalytical SkillsClient Relationship Management
About the role
Key responsibilities & impact- Partner with a national originations team to source, structure, and execute sponsor-backed financings
- Support portfolio company relationships
- Lead credit screening and transaction evaluation, including financial, collateral, and industry analysis
- Prepare screening memoranda, credit presentations, and approval materials
- Coordinate due diligence and manage engagement with internal stakeholders, sponsors, borrowers, and external advisors
- Support transaction structuring, negotiations, and execution across complex financing opportunities
- Collaborate with coverage, relationship management, risk, and product teams to deliver tailored financing solutions
- Identify financing opportunities through analysis of client performance, strategy, and capital structures
- Manage multiple transactions concurrently
- Build client and sponsor relationships to support business development and portfolio growth
- Ensure risk, compliance, and policy adherence
- Contribute to strategic initiatives, process improvements, and market development efforts
- Mentor junior team members and support knowledge sharing
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
- 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 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
- This position is not eligible for Visa sponsorship
- Ability to travel up to 25% of the time
- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Secured LendingBorrowing Base CalculationsCollateral AnalysisTransaction EvaluationDue DiligenceFinancial AnalysisRisk AssessmentNegotiationProcess ImprovementMarket Development
Soft Skills
Team CollaborationInterpersonal CommunicationAttention to DetailMentoringAdaptability
Tools & Technologies
MS ExcelCRM/RV
Industry Keywords
Financing SolutionsSponsor-Backed FinancingSupply Chain FinanceEquipment FinancePortfolio Management