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Vendor Finance Sales Representative
Wells Fargo. Drive day-to-day partner engagement through outreach, transaction management, and customer service-related requests .
About the role
Key responsibilities & impact- Drive day-to-day partner engagement through outreach, transaction management, and customer service-related requests
- Build and maintain effective relationships with existing clients and share relevant information with coverage partners
- Manage assigned contractual territories and partner relationships to direct deal opportunities to the business
- Review and analyze moderately complex business, operational, or technical challenges
- Analyze client portfolios and issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral, enterprise value, and repayment sources
- Partner with coverage teams to understand clients’ businesses, strategic objectives, operational priorities, and financial positions
- Identify and execute opportunities for modifications, renewals, and refinancings
- Perform regular portfolio reviews, manage risk, and lead problem loan resolutions where applicable
- Resolve client servicing requests and contribute to large-scale business planning
- Resolve moderately complex situations while following policies, procedures, and compliance requirements
- Provide feedback on evolving market needs to support innovation, design, and delivery of credit solutions
- Mentor lower level staff when assigned
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 Equipment Finance, Vendor Finance, Commercial Banking, Credit, or Relationship Management
- Working knowledge of commercial credit principles, financial statement analysis, and transaction structuring
- Experience supporting client relationships and identifying opportunities for growth and portfolio expansion
- Strong project management and organizational skills with the ability to manage multiple priorities simultaneously
- Ability to collaborate effectively with credit, risk, operations, legal, and product partners
- Strong written, verbal, and presentation skills
- Experience preparing business reviews, client presentations, and financing proposals
- Demonstrated ability to build relationships and influence partners without direct authority
- Proficiency in Microsoft Office tools and comfort leveraging AI-enabled productivity tools
- Strong analytical skills with the ability to interpret data, identify trends, and support strategic recommendations
- Ability to travel up to 25% of the time
- Willingness to work on-site at the stated location
- Not eligible for Visa sponsorship
- Compliance with applicable outside activities and personal investing policies
Benefits
Comp & perks- Hybrid work schedule
- Opportunity to mentor lower level staff
- Equal opportunity employment
- Medical accommodation support during recruitment
- Drug-free workplace