Supplier Finance Sales & Portfolio Onboarding Specialist

Wells Fargo

. Conduct outreach through virtual meetings, phone, and email to educate financial executives on product benefits .

Posted 10/26/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in secured lending relationship management and supplier onboarding, with a strong focus on compliance and financial documentation. Proficient in managing client relationships and presenting financial solutions to senior executives while maintaining attention to detail and organizational standards.

Highest-signal resume keywords

Secured Lending Relationship ManagementSupplier OnboardingFinancial Documentation ManagementClient-Facing Sales ExperienceCommercial Banking Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Portfolio ManagementAccounts Receivable PurchasingFactoringSupplier FinanceAsset-Based LendingFinancial Statement AnalysisContract NegotiationProject ManagementMetrics ReportingRisk Management Compliance

Soft Skills

Analytical SkillsOrganizational SkillsProblem-Solving SkillsVerbal CommunicationWritten Communication

Tools & Technologies

Salesforce

Industry Keywords

Commercial BankingCorporate BankingTreasury ManagementTrade FinanceSupply Chain FinanceWorking CapitalSpecialty Finance Products

About the role

Key responsibilities & impact

Conduct outreach through virtual meetings, phone, and email to educate financial executives on product benefits
Manage sourcing, onboarding, and documentation of new suppliers and modifications for existing suppliers
Prepare and distribute program agreements and supporting materials
Coordinate with internal and external legal counsel on supplier documentation, legal negotiations, and UCC filings
Serve as primary supplier contact and resolve financial, documentation, and onboarding issues
Initiate and coordinate supplier system change requests
Maintain sales and onboarding activity in Salesforce, including pipeline tracking, metrics reporting, analysis, and management reporting
Research Buyer-referred supplier leads and financial contacts to maximize engagement and participation
Partner with GRT team members on business initiatives, special projects, analysis, and management presentations
Maintain compliance with applicable control, regulatory, and risk-management requirements

Requirements

What you’ll need

4+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated through work experience, training, military experience, or education
Experience in commercial banking, corporate banking, treasury management, trade finance, supply chain finance, working capital, or specialty finance products
Knowledge of accounts receivable purchasing, factoring, supplier finance, asset-based lending, or other receivables-based financing solutions
Client-facing sales, relationship management, onboarding, implementation, or account management experience
Experience presenting financial solutions and business value propositions to CFOs, Treasurers, Controllers, and other senior finance executives
Strong understanding of commercial credit, financial statements, and working capital concepts
Experience managing legal documentation, contract negotiations, and cross-functional coordination with internal and external counsel
Ability to manage multiple client onboarding projects simultaneously while meeting deadlines and service standards
Strong analytical, organizational, and problem-solving skills with attention to detail
Ability to work independently while collaborating across sales, operations, legal, risk, and product teams
Excellent verbal and written communication skills
Experience supporting multinational corporations, large commercial clients, or complex banking relationships
Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field
Willingness to work on-site at the stated location
Not eligible for visa sponsorship

Benefits

Comp & perks

Hybrid work schedule
Up to 10% travel
Equal opportunity employment
Medical accommodation support during recruitment
Drug-free workplace