Wells Fargo Logo

Wells Fargo

Senior Credit Product Sales Specialist

Posted 2 Days Ago
Be an Early Applicant
Hybrid
New York, NY
100K-196K Annually
Mid level
Hybrid
New York, NY
100K-196K Annually
Mid level
The role focuses on client relationship development, selling tailored financial solutions, and leading transactions while collaborating with team members to achieve business objectives.
The summary above was generated by AI
About this role:
At Wells Fargo, we are looking for talented people who will put our customers at the center of Everything we do.. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wells Fargo is seeking a motivated, client centric, sales and originations professional to partner with commercial and underwriting organizations to support new lending opportunity development, internal transaction review and decisioning and growth advancement in a large. fast paced, structured deal environment.
Learn more about the career areas and lines of business at wellsfargojobs.com .
In this role, you will:
  • Participate in sourcing new clients or growing existing relationships in a given product or specialty
  • Understand clients' businesses, strategic objectives, operational priorities, and financial positions within the context of individual deals and client relationships
  • Lead moderately complex transactions in partnership with coverage teams for specialty products, including by analyzing potential opportunities, structuring, proposing, and selling tailored financial solutions to clients; lead internal coordination and submit transactions to management or independent risk for approval
  • Collaborate and consult with peers, colleagues, and mid-level managers to resolve client issues and achieve business objectives
  • Independently resolve moderately complex issues while leveraging a solid understanding of relevant policies, procedures, and compliance requirements
  • Partner with product management functional partners to provide feedback on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively
  • Contribute to large-scale planning related to a given product or specialty's business objectives
Required Qualifications:
  • 4+ years of secured or specialized lending sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • 4+ years of experience in underwriting or portfolio management
  • 4+ years of commercial underwriting experience
  • Bachelor's degree in accounting, business, economics, finance or related field
  • Completed a formal credit training program and/or classes
  • Financial Analysis experience
  • Advanced experience in MS Office suite of products (Excel & PowerPoint)
  • Experience in client facing role with focus on problem solving and/or client experience
Job Expectations:
  • This position is not eligible for Visa sponsorship
  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
  • May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards
#CommercialBank
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.
$100,000.00 - $196,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
  • 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
Posting End Date:
7 Aug 2025
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. 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.
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.
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.

Top Skills

Ms Office Suite (Excel
Powerpoint)

Similar Jobs at Wells Fargo

Yesterday
Hybrid
3 Locations
100K-196K Annually
Mid level
100K-196K Annually
Mid level
Fintech • Financial Services
The role involves sourcing new clients, leading transactions, collaborating with teams to resolve issues, and providing feedback on credit solutions.
Top Skills: Ms Office Suite (ExcelPowerpoint)
18 Hours Ago
Hybrid
4 Locations
21-31
Entry level
21-31
Entry level
Fintech • Financial Services
The Associate Personal Banker will build relationships with customers, assist with account openings and service requests, and promote bank products.
18 Hours Ago
Hybrid
4 Locations
159K-305K Annually
Senior level
159K-305K Annually
Senior level
Fintech • Financial Services
The role involves assessing collateral for various commercial real estate loans, conducting detailed analyses, preparing credit memos, and collaborating with team members to ensure compliance and provide guidance to junior underwriters.
Top Skills: ArgusCo-StarNic Map

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account