Wealth Custom Lending Specialist at Wells Fargo

Wealth Custom Lending Specialist

Wells Fargo is seeking a Wealth Custom Lending Specialist. In this role, you will:

• Participate in marketing custom lending solutions across the Wells Fargo platform
• Partner with senior level specialists to deliver Custom Lending solutions to high-net-worth clients
• Recommend structure of credit opportunities and assist in negotiating deal terms directly with clients
• In conjunction with senior level specialists, present deals to Independent Risk Management, along with underwriting teams, for final approval
• Assist in new custom credit origination and care for more routine/less complex portfolio management (including ongoing financial reporting, out of margin resolution, renewal of maturing credit facilities, etc.)
• Develop deeper understanding of custom lending to partner with relationship managers.
• Make recommendations on situations requiring understanding of the Wealth Custom Lending functional area policies, procedures, and compliance requirements
• Collaborate and consult with Wealth Custom Lending peers, colleagues, and managers to resolve issues and achieve goals

Required Qualifications:

• 2+ years of 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
• Excellent sales and relationship management skills
• Knowledge of traditional banking products
• Credit risk experience
• FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)

Job Expectations:

• US only: 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 is required.
• Specific compliance policies may apply regarding outside activities and/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

Locations:

433 N Camden Dr., BEVERLY HILLS, CA

5 Park Plz., IRVINE, CA

350 W Colorado Blvd., PASADENA, CA

1512 Eureka Rd., ROSEVILLE, CA

4655 Executive Dr., SAN DIEGO, CA

999 3rd Ave., SEATTLE, WA

2001 N Main St., WALNUT CREEK, CA

1700 Lincoln St., DENVER, CO

17 Cowboys Way Ste 500, FRISCO, TX

825 Town and Country Ln Ste 300, HOUSTON, TX

8601 N Scottsdale Rd., SCOTTSDALE, AZ

Salary Range:

BEVERLY HILLS, CA Pay range $92,000 - $145,000 Annually

IRVINE, CA Pay range $92,000 - $145,000 Annually

PASADENA, CA Pay range $92,000 - $145,000 Annually

ROSEVILLE, CA Pay range $92,000 - $145,000 Annually

SAN DIEGO, CA Pay range $92,000 - $145,000 Annually

SEATTLE, WA Pay range $92,000 - $145,000 Annually

WALNUT CREEK, CA Pay range $92,000 - $145,000 Annually

DENVER, CO Pay range $85,000 - $133,000 Annually

FRISCO, TX Pay range $77,000 - $121,000 Annually

HOUSTON, TX Pay range $77,000 - $121,000 Annually

SCOTTSDALE, AZ Pay range $77,000 - $121,000 Annually

Pay Range:

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$77,000.00 - $145,000.00