Wells Fargo Asset Based Lending Relationship Manager in Boston, Massachusetts

Wells Fargo Capital Finance offers traditional asset-based financing, specialized senior secured financing, accounts receivable financing, purchase order financing, and supply chain financing to a wide range of companies throughout the United States, Canada and the United Kingdom.

The Relationship Manager will be a member of the Technology Finance team within Wells Fargo Capital Finance and responsible for managing a portfolio of loans to middle-market software/technology companies. Responsibilities include the following:

  • Develop and maintain relationships with the executive management teams of all clients;

  • Execute financing transactions for financial sponsors and clients, including the completion of due diligence, financial modeling, credit analysis, drafting of investment memorandums, and legal documentation;

  • Provide coaching and guidance to Analysts/Associates on the team;

  • Analyze financial performance for assigned loan portfolio compared to covenant levels, industry standards, key competitors, financial projections, and historical performance;

  • Prepare monthly trend reports, and presentation of reports and client updates to senior management;

  • Complete various compliance-related activities as dictated by WF Bank and regulatory bodies.

Team members 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 and if 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.

Required Qualifications:

  • 4+ years of account relationship experience, credit management experience, or a combination of both

Desired Qualifications:

  • Basic knowledge and understanding of middle market corporate finance

  • Basic Microsoft Office skills

  • Strong analytical skills with high attention to detail and accuracy

  • Excellent verbal, written, and interpersonal communication skills

  • Solid problem solving and decision making skills

How to Express Interest in This Job: Wells Fargo invites you to apply for this job at https://employment.wellsfargo.com/psp/PSEA/APPLICANTNW/HRMS/c/HRSHRAM.HRSAPPSCHJOB.GBL?Page=HRSAPPJBPST&FOCUS=Applicant&SiteId=1&JobOpeningId=5344081&PostingSeq=1.

All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.