Secured Lending Sales Representative

Posted An Hour Ago
Be an Early Applicant
Charlotte, NC, USA
Hybrid
139K-260K Annually
Senior level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Leads asset-based lending and technology finance origination for sponsor-backed companies. Sources, structures, evaluates, negotiates, and executes complex secured financings while analyzing financial performance, collateral, industries, and risk. Prepares credit materials, coordinates due diligence, manages stakeholders, develops sponsor and client relationships, ensures compliance, supports strategic initiatives, and mentors junior team members.
Summary Generated by Built In
Job Description
Wells Fargo is seeking a Lead ABL/Technology Finance Loan Origination Sales Specialist for the Financial Sponsors group as part of the Commercial Bank. Learn more about the career areas and lines of business at wellsfargojobs.com .
In this role, you will:
  • Partner with a national originations team to source, structure, and execute sponsor-backed financings while supporting portfolio company relationships.
  • Lead credit screening and transaction evaluation, including financial, collateral, and industry analysis.
  • Prepare screening memoranda, credit presentations, and approval materials for prospective transactions.
  • Coordinate due diligence and manage engagement with internal stakeholders, sponsors, borrowers, and external advisors.
  • Support transaction structuring, negotiations, and execution across complex financing opportunities.
  • Collaborate with coverage, relationship management, risk, and product teams to deliver tailored financing solutions.
  • Identify financing opportunities through analysis of client performance, strategy, and capital structures.
  • Manage multiple transactions concurrently with strong attention to detail and execution discipline.
  • Build client and sponsor relationships to support business development and portfolio growth.
  • Ensure sound risk, compliance, and policy adherence while delivering high-quality outcomes.
  • Contribute to strategic initiatives, process improvements, and market development efforts.
  • Mentor junior team members and support knowledge sharing across the platform.

Required Qualifications:
  • 5+ 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:
  • 5+ years of Asset Based Lending (ABL) experience including working knowledge of Borrowing Base calculations and collateral analysis
  • Experience assessing lending products for software companies and collaborating with financial sponsors
  • Demonstrated ability to review financial modeling to analyze trends and identify risks
  • Working knowledge of a broad range of secured lending offerings, including supply chain finance and equipment finance
  • Intermediate proficiency in MS Excel, modeling and CRM/RV
  • Strong analytical skills with high attention to detail and accuracy
  • Ability to work effectively in a team environment and across all organizational levels in a fast-paced deadline driven environment
  • Excellent verbal, written, and interpersonal communication skills

Job Expectations:
  • This position is not eligible for Visa sponsorship
  • This position offers a hybrid work schedule
  • Ability to travel up to 25% of the time
  • 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

#CommercialBanking
Work Location:
  • 125 High Street - Boston, MA 02110
  • 550 South Tryon Street - Charlotte, North Carolina 28202

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.
$139,000.00 - $260,000.00
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:
12 Nov 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.
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

Skills Required

  • 5+ years of secured or specialized lending sales experience, or equivalent experience, training, military experience, or education
  • 5+ years of Asset Based Lending experience, including Borrowing Base calculations and collateral analysis
  • Experience assessing lending products for software companies and collaborating with financial sponsors
  • Experience reviewing financial models to analyze trends and identify risks
  • Working knowledge of secured lending offerings, including supply chain finance and equipment finance
  • Intermediate proficiency in Microsoft Excel, financial modeling, and CRM/RV
  • Strong analytical skills with high attention to detail and accuracy
  • Ability to work effectively in a team environment and across organizational levels in a fast-paced, deadline-driven environment
  • Excellent verbal, written, and interpersonal communication skills

Wells Fargo Compensation & Benefits Highlights

  • Retirement Support — Retirement offerings are highlighted by a strong 401(k) with employer matching and added options like after‑tax contributions and an employee stock purchase plan, supporting long‑term savings. These features are presented as competitive elements of the total rewards package.
  • Healthcare Strength — Medical, dental, and vision coverage are described as comprehensive, often starting on day one for eligible employees, with HSAs/FSAs, wellness incentives, and mental health resources available. Specialized care options, including fertility support, further enhance the health offering.
  • Parental & Family Support — Paid parental leave of notable duration is available from the start of employment, alongside adoption/surrogacy/fertility programs. Caregiving and backup care resources deepen the family-oriented support.

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The Company
HQ: San Francisco, CA
205,000 Employees
Year Founded: 1852

What We Do

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Why Work With Us

We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.”

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