About this role:

Wells Fargo is seeking a Senior Lead Wealth Custom Lending Specialist...

Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)

In this role, you will:

• Act as an advisor to leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for highly complex business and technical needs across groups and functions
• Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas within Wealth Custom Lending functional area
• Deliver solutions that are long-term, large-scale, and which require vision, creativity, innovation, advanced analytical and inductive thinking, coordination of highly complex activities, and guidance to others
• Provide vision, direction, and expertise within Wealth Custom Lending functional area to leadership on implementing innovative and significant business solutions that are large-scale, cross-functional, or companywide strategies
• Engage with Wealth Custom Lending functional area professionals and managers across the company and serve as an expert advisor to leadership

As the Custom Credit Banker, you will be responsible for the origination and execution of the entire custom loan product suite, which may include key focus areas in specialized products and client solutions. Plans strategy and drives execution to deliver high-quality, and most complex, custom credit solutions to existing and new clients across the high net worth and ultra-high net worth segments. Develops presentations for prospective clients and in partnership with the Customer Relationship Group (CRG) negotiates and closes the sale of custom credit products leveraging excellent sales and relationship management skills, credit skills, and strong knowledge of products and solutions. Accountable for asset growth and loan profitability. In conjunction with the Customer Relationship Group and senior members of the Custom Credit team, may develop and implement strategies, including an active outreach to external prospects and centers of influence as well as key non-wealth partners, for new business development. Provides oversight, coaching and education to teams to ensure delivery of banking solutions meet client needs and credit standards. Provides training and guidance to less experienced bankers. Maintains effective risk management through routine education, sound risk and operational decision making, and adherence to policies/procedures.

Required Qualifications

• 7+ years of Wealth Custom Lending experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Private Banking, Corporate Banking or Commercial Lending experience
• A Master’s degree or higher
• Excellent sales and relationship management skills
• Credit risk experience
• Knowledge of traditional banking products
• Credit risk experience
• FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)

Job Expectations:

• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 7 and 66 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Registration for FINRA Series 65 or 66 must be completed prior to conducting Investment Advisory business. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$144,400.00 - $300,000.00

Posting End Date:

24 Jan 2025

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees 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 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.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.