Wells Fargo - Atlanta, GA

posted about 1 month ago

Full-time - Mid Level
Atlanta, GA
Credit Intermediation and Related Activities

About the position

Wells Fargo is seeking an ABL Senior Relationship Manager within the Business Finance Asset Based Lending group. This role focuses on managing a portfolio of loans for middle market companies, providing credit analysis, and building strong relationships with clients and internal teams. The position requires handling complex deals and mentoring junior staff while ensuring compliance and risk management.

Responsibilities

  • Meet with portfolio clients and Wells Fargo partners, involving travel.
  • Work with Portfolio and Regional Portfolio Managers to evaluate, structure, and execute transactions.
  • Prepare credit modification memorandums assessing assets, leverage, key risk factors, and repayment sources.
  • Perform industry, company, and collateral due diligence to assess credit risk.
  • Support underwriting functions for new client transactions entering the portfolio.
  • Coach and mentor Analysts and junior Relationship Managers.
  • Monitor and maintain appropriate risk ratings.
  • Resolve moderately complex loan queries and client issues.
  • Stay current on policy, procedure, and compliance guidelines.
  • Utilize Optimist spreading tool for financial statement analysis.
  • Complete periodic professional development training and Wholesale Banking training.

Requirements

  • 5+ years of secured or specialized lending relationship management or portfolio management experience.
  • Knowledge of asset based lending or middle market commercial banking.
  • Completion of formal credit training program.
  • Experience in reviewing and interpreting loan documentation and collaborating with deal teams.
  • Strong knowledge of large corporate lending and working knowledge of ABL and Capital markets.
  • Strong analytical skills with attention to detail and accuracy.
  • Effective organizational, multi-tasking, and prioritizing skills.
  • Ability to lead and coordinate team members to close and structure transactions.
  • Strong verbal, written, and interpersonal communication skills.

Nice-to-haves

  • Experience in middle market and large corporate borrowers.
  • Familiarity with compliance-related matters.

Benefits

  • Diversity, equity, and inclusion initiatives.
  • Professional development opportunities.
  • Support for a drug-free workplace.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service