Wells Fargo

Equipment Finance Analyst - Emerging Middle Markets Inside Sales

Wells Fargo

Charlotte, NC, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

At Wells Fargo, we believe in empowering our team members to reach their full potential and make a meaningful impact in the financial industry. As an Equipment Finance Analyst for our Emerging Middle Markets Inside Sales team, you will have the opportunity to work with a dynamic group of professionals and play a crucial role in providing financing solutions for our clients. We are seeking a motivated and driven individual with a strong background in equipment financing and sales to join our team. If you are passionate about building relationships, providing exceptional customer service, and driving business growth, we want you on our team. Join us and take the next step in your career as an Equipment Finance Analyst at Wells Fargo.

  1. Analyze and assess potential equipment financing opportunities for clients in the emerging middle markets segment.
  2. Develop and maintain relationships with clients and vendors to promote Wells Fargo's equipment financing solutions.
  3. Collaborate with team members to identify and implement sales strategies that align with company objectives.
  4. Conduct market research and stay updated on industry trends to identify new business opportunities.
  5. Prepare and present financing proposals to clients, taking into consideration their unique financial needs and goals.
  6. Negotiate terms and conditions of equipment financing agreements with clients and vendors.
  7. Manage and monitor the progress of equipment financing transactions from initiation to closure.
  8. Provide excellent customer service by responding promptly to client inquiries and addressing any concerns or issues.
  9. Maintain accurate and up-to-date records of client interactions and transactions.
  10. Collaborate with cross-functional teams, such as credit and risk management, to ensure the timely and successful delivery of financing solutions to clients.
  11. Keep abreast of changes in equipment financing regulations and compliance requirements.
  12. Continuously strive to meet and exceed sales targets and contribute to the overall growth of the company.
  13. Represent Wells Fargo with professionalism and integrity in all interactions with clients, vendors, and industry professionals.
  14. Act as a subject matter expert on equipment financing and provide guidance and support to team members as needed.
  15. Embrace a culture of continuous learning and development by actively seeking out training and development opportunities to enhance skills and knowledge.
Where is this job?
This job is located at Charlotte, NC, USA
Job Qualifications
  • Bachelor's Degree In Finance, Accounting, Or Related Field.

  • Minimum Of 2 Years Experience In Equipment Financing, Leasing, Or Sales.

  • Strong Understanding Of Financial Statements And Credit Analysis.

  • Excellent Communication And Sales Skills, With The Ability To Build And Maintain Client Relationships.

  • Proficient In Microsoft Office And Other Financial Analysis Software.

Required Skills
  • Financial Analysis

  • Account Management

  • Market Research

  • Contract Negotiation

  • Business Development

  • Relationship Management

  • Sales forecasting

  • Credit Underwriting

  • Sales Strategy

  • Credit risk assessment

  • Client Servicing

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • collaboration

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Equipment Finance Analyst - Emerging Middle Markets Inside Sales in Charlotte, NC, USA is $73,000 to $95,000 per year. The salary may vary depending on the specific company, experience, and qualifications. Some companies may also offer additional benefits such as bonuses and commission.

Additional Information
Wells Fargo is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedAugust 5th, 2024
Apply BeforeMay 22nd, 2025
This job posting is from a verified source. 
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About Wells Fargo

Wells Fargo & Co. is a bank holding company that engages in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. It operates through the following segments: Community Banking, Wholesale Banking, and Wealth and Investment Management. The Community Banking segment offers investment management and other services to retail customers and securities brokerage and provides financial products and services to consumers and small businesses.

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