5 days old
2018-01-122018-02-16

Equipment Finance Account Manager

Calgary, AB T2G 4T8
  • Job Code
    23293BR-1
Wells Fargo provides middle market, large corporate and financial institution customers with a range of financing solutions, including treasury management, credit, payments, financing, foreign exchange, and trade services. Wells Fargo operates in 42 countries and territories outside of the U.S., including branches in Beijing, Cayman Islands, Dubai International Financial Center (DIFC), Hong Kong, London, Seoul, Shanghai, Singapore, Taipei, Tokyo, and Toronto.

WellsFargo first conducted business in Canada in 1854 and since then has continued to build a strong presence across the country. WellsFargo now offers a broad range of financial products and services through multiple lines of business operating throughout Canada.

Wells Fargo Equipment Finance Company (WFEFC) is a US Bank-owned leasing/finance company offering financing to businesses for their equipment acquisitions. WFEFC offers leasing and financing directly to businesses for their equipment acquisitions and/or develops programs with manufacturers and distributors to facilitate their equipment sales.

This Account Manager (AM) position will be based inCalgary, Alberta.

Responsibilities:
  • Supporting assigned Territory Managers (TMs), covering direct transactions, manufacturer and vendor programs as well as our cross border sales channel.
  • Evaluate, pre-screen and enter into the credit approval process, finance and leasing transactions sourced by their assigned TMs. The AM will develop relationships with equipment dealers and other vendors.
  • Receive, evaluate and negotiate terms for credit submittals from those sources.The AM will promote manufacturer programs to those vendors and dealerships.
  • A critical part of the position is to assist their assigned TMs and provide backup on other transactions as assigned.
  • After pre-screening transactions, the AM is responsible for preparing the underwriting request and following the transaction through funding as well as post-closing follow-up items on those transactions they handle for their assigned TMs.
  • Other responsibilities include supporting the assigned TMs by preparing sales presentations, monthly rate sheet, program announcements and other marketing items, working with our accounting department on pricing, interacting with equipment management on collateral evaluations, and providing general customer service and support.
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Categories

  • Customer Service
  • Financial Services
  • Manufacturing / Production
  • Marketing
  • Sales / Business Development

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Equipment Finance Account Manager

Wells Fargo
Calgary, AB T2G 4T8

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