Wells Fargo Logo

Wells Fargo

Senior Lead Credit Product Sales Specialist

Posted 10 Hours Ago
Be an Early Applicant
Hybrid
Charlotte, NC, USA
Senior level
Hybrid
Charlotte, NC, USA
Senior level
Leads credit product sales for Wells Fargo’s over-the-road transportation equipment finance group. Develops client relationships, sources business, structures and sells complex financing solutions, analyzes financial positions and credit risk, coordinates transaction approvals, advises leadership, influences product strategy, and mentors less experienced employees. The role requires extensive commercial lending or equipment finance experience and travel of 60% or more.
The summary above was generated by AI
About this role:
Wells Fargo is seeking a Senior Lead Credit Product Sales Specialist to support the Over-the-Road (OTR) Transportation Group within Wells Fargo Equipment Finance. This role partners closely with Commercial Banking coverage teams to identify opportunities, deepen client relationships, structure tailored equipment finance solutions, and drive business growth within the transportation industry. The successful candidate will serve as a trusted advisor to clients and internal partners while leading complex transactions, influencing business strategy, and supporting the continued growth of Wells Fargo's equipment finance platform.
In this role, you will:
  • Act as an advisor to senior leadership to develop or influence long-term goals for highly complex business and technical needs across Commercial Banking or Corporate & Investment Banking
  • Lead the sourcing of new clients or growing of existing relationships for a given product or specialty in close coordination with coverage teams
  • Understand clients' businesses, strategic objectives, operational priorities, and financial positions within the context of individual deals and client relationships
  • Partner with client teams to independently work on client transactions and advise on peer transactions, including highly complex, larger, and multi-product financing opportunities, including analyzing potential opportunities, structuring, proposing, and selling tailored financial solutions to clients, strategically leading internal coordination, and submitting transactions to management or independent risk for approval
  • Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership
  • Partner with product management functional partners to provide vision, direction, and expertise to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide strategies
  • Serve as a mentor for less experienced individuals
Required Qualifications:
  • 7+ 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:
  • 7+ years of Equipment Finance experience
    Commercial lending or specialty finance experience.
  • Experience structuring and delivering credit solutions for commercial clients.
  • Strong business development and relationship management skills.
  • Ability to analyze financial statements and assess credit risk.
  • Experience leading complex transactions and partnering across lines of business.
Job Expectations:
  • Ability to travel 60% or more.
  • Ability to work a hybrid work schedule
  • Willingness to work on-site at stated location on the job opening
  • This position does not support 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.
Job Locations:
NORTH CAROLINA - Charlotte, NC 550 S Tryon St
GEORGIA - Atlanta, GA 1100 Abernathy Rd
GEORGIA - Atlanta, GA 171 17th St NW Bldg. 100
#CommercialBanking
Posting End Date:
19 Sep 2026
*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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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.
#BI-Hybrid

Wells Fargo Charlotte, North Carolina, USA Office

355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202

Similar Jobs at Wells Fargo

10 Hours Ago
Hybrid
Charlotte, NC, USA
Entry level
Entry level
Fintech • Financial Services
Processes routine wire transfer operations, including receiving, logging, batching, distributing, filing, and mailing work. Performs clerical and customer support tasks, follows established procedures, escalates issues, and supports complex operational initiatives. Requires attention to detail, accuracy, organization, basic computer skills, and collaboration. The role includes three weeks of mandatory training and hybrid work in Charlotte, North Carolina.
Top Skills: FircosoftGsmosExcelMS OfficeMicrosoft WordOfac Regulations
10 Hours Ago
Hybrid
Charlotte, NC, USA
68K-114K Annually
Junior
68K-114K Annually
Junior
Fintech • Financial Services
Performs compliance supervision and suitability reviews for new wealth-management accounts. Conducts regulatory, operational, and control reviews; designs risk processes; identifies and resolves issues; supports projects and efficiency initiatives; analyzes sales activity using reports and technology; and collaborates with financial advisors, branch managers, supervisory principals, and management. The role requires FINRA licensing, regulatory compliance, independent judgment, and ongoing risk monitoring.
Top Skills: FinraExcelMS OfficeMicrosoft OutlookMicrosoft Word
10 Hours Ago
Hybrid
Charlotte, NC, USA
Senior level
Senior level
Fintech • Financial Services
Provides enterprise technical leadership for cloud platforms, infrastructure SRE, Kubernetes/OpenShift, observability, and platform reliability. Develops cloud and platform strategies, architecture standards, automation, CI/CD, infrastructure-as-code, security, resiliency, and modernization initiatives. Advises senior leadership, resolves complex enterprise challenges, establishes governance, mentors engineers, and drives scalable self-service platforms and operational excellence across multiple organizations.
Top Skills: AppdynamicsAWSAzureCi/CdDevsecopsGCPGrafanaInfrastructure As CodeKubernetesOpenshiftOpentelemetryPrometheusSite Reliability EngineeringSplunk

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account