Data Modeler designing and developing data models for financial institutions. Collaborating with stakeholders and ensuring compliance with regulatory reporting frameworks.
About the role
- Senior Lead Consultant at Wells Fargo enhancing commercial banking syndication platform through client management and investor relationships. Leading collaboration among originations, credit, legal, and servicing teams.
Responsibilities
- Lead relationship management responsibility for major clients
- Be responsible for origination and structuring of loan syndications
- Develop new product ideas to maintain customer relationships
- Manage negotiations and structuring commitments with existing customers
- Expand and maintain important client relationships
- Assist management in policy making
- Provide vision, direction and expertise to implement innovative and significant business solutions
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
- Interact with internal customers
- Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Requirements
- 7+ years of Client Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Experience originating and structuring syndicated credit facilities for commercial banking or equipment finance clients
- Strong understanding of commercial credit, capital structures, current secondary market sentiment, and risk management practices
- Demonstrated ability to manage complex client relationships and lead transaction negotiation
- Experience collaborating with internal and external partners including Credit, Legal, Risk, and Institutions in the secondary market
- Strong analytical, communication, and judgment skills in a regulated financial services environment
Benefits
- 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
Job title
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Experience level
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