Wells Fargo Equipment Finance Account Manager 2 in Irving, Texas

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wholesale Banking provides financial solutions to businesses across the United States and globally. Our nine major business lines include Business Banking, Middle Market Banking, Government and Institutional Banking, Corporate Banking, Commercial Real Estate, Financial Institutions Group, Wells Fargo Commercial Capital, Wells Fargo Securities, and the Investment Portfolio. We also have groups in credit risk, group risk, finance, marketing, human relations, and the Wholesale Chief Operating Office that support our businesses.

Wells Fargo Equipment Finance (WFEF), a division of Wells Fargo Commercial Capital, is a leading equipment finance provider in the U.S. and Canada with a portfolio exceeding $45 billion, more than 300,000 active customers and 2,500+ team members . WFEF provides a full spectrum of financing and lease options for customers’ equipment and capital expenditure requirements through Wells Fargo business, commercial and corporate banking channels, relationships with equipment manufacturers, dealers, distributors and direct to market. WFEF has industry financing specialists dedicated to Healthcare, Construction, Energy, Commercial and Specialty Vehicles, Marine, Rail, Aircraft, and Vendor Financing Programs.

This Account Manager 2 (AM2) position is with the Construction Group and is responsible for supporting assigned Territory Managers (TMs), Business Development Officers (BDOs) and the manufacturer programs handled by the Specialty Markets Manager.

In supporting the TMs the AM2 will process financing/leasing transactions sourced from construction equipment dealerships and directly from end user contractors called on by the TMs. The AM2 will focus on transactions submitted directly by dealerships in their assigned TM's territories; promote manufacturer programs to those dealerships; and assist the TMs with backup on other transactions as requested by their assigned TMs. The AM2 will be responsible for preparing the underwriting request thru the closing, as well as post closing follow-up items on those transactions they handle for their assigned TMs.

The AM2 will be responsible for assisting with customer service issues, and responding to questions from Credit, Equipment Management and Funding. They will provide ongoing support to the TMs, BDOs and Manager of Manufacturer Programs and are responsible for establishing a working relationship with them.

Team members support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following, and adhering to and if applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Required Qualifications:

  • 4+ years of relationship management experience

Desired Qualifications:

  • A BS/BA degree or higher

  • Strong experience resolving and working through escalated and complex customer issues

  • Ability to interact with all levels of an organization

  • Customer service focus with the ability to balance needs of clients, shareholders, and team members

  • Effective organizational, multi tasking, and prioritizing skills

  • Excellent verbal, written, and interpersonal communication skills

  • Extensive knowledge and understanding of lease and loan products, pricing, credit underwriting, and documentation processes

  • Strong analytical skills including the ability to analyze financial metrics

  • Ability to travel up to 40% of the time

Job Expectations:

  • Ability to travel up to 40% of the time

How to Express Interest in This Job: Wells Fargo invites you to apply for this job at https://employment.wellsfargo.com/psc/PSEA/APPLICANTNW/HRMS/c/HRSHRAMFL.HRSCGSEARCHFL.GBL?Page=HRSAPPJBPST_FL&FOCUS=Applicant&SiteId=1&JobOpeningId=5407957&PostingSeq=1.

All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.