Base: $77,000 - $145,000 annually depending on loc...
Not specified (suggested hybrid based on typical financial services roles)
Custom lending solutions expertise
Credit structure and negotiation
Portfolio management and financial reporting
Wells Fargo is seeking a Wealth Custom Lending Specialist to support high-net-worth clients by marketing and delivering custom lending solutions. The role involves collaborating with senior specialists, managing credit opportunities, and ensuring compliance with banking policies
Job Summary
Wells Fargo Wealth & Investment Management offers personalized wealth management and investment services to affluent clients.
The role involves partnering with senior specialists to deliver custom lending solutions and managing credit origination and portfolio care.
Employees benefit from comprehensive health, retirement, and leave benefits along with tuition reimbursement and adoption support.
Matching Summary
Match Score: 85
Wells Fargo is seeking a Wealth Custom Lending Specialist to support high-net-worth clients by marketing and delivering custom lending solutions. The role involves collaborating with senior specialists, managing credit opportunities, and ensuring compliance with banking policies.
Salary
Base: $77,000 - $145,000 annually depending on location; Bonus/Equity: Not specified; Benefits: Comprehensive health, 401(k), paid time off, disability, life insurance, parental leave, tuition reimbursement
Skills & Requirements
Must-have
Custom lending solutions expertise
Credit structure and negotiation
Portfolio management and financial reporting
Collaboration with risk and underwriting teams
Relationship management with high-net-worth clients
Nice-to-have
Sales and relationship management skills
Knowledge of traditional banking products
Experience in private or corporate banking
Consultative collaboration with peers and managers
Key Requirements
2+ years of custom lending experience
FINRA Series 7 and 66 registration or equivalents
Compliance with state licensing and registration
Enhanced financial fitness and background standards
Work Rights
Must obtain and maintain FINRA licenses and comply with state registration