Wells Fargo · 15 hours ago
Wealth Custom Lending Specialist
MELVILLE, NY
Full-time
Onsite
Entry, Mid Level
$92K/yr - $145K/yr
2+ years expWells Fargo is one of the United States' leading providers of financial and investment services, and they are seeking a Wealth Custom Lending Specialist. This role involves marketing custom lending solutions, partnering with senior specialists to deliver these solutions to high-net-worth clients, and managing credit opportunities and portfolio management.
BankingFinancial ServicesFinTechInsurancePayments
Responsibilities
Participate in marketing custom lending solutions across the Wells Fargo platform
Partner with senior level specialists to deliver Custom Lending solutions to high-net-worth clients
Recommend structure of credit opportunities and assist in negotiating deal terms directly with clients
In conjunction with senior level specialists, present deals to Independent Risk Management, along with underwriting teams, for final approval
Assist in new custom credit origination and care for more routine/less complex portfolio management (including ongoing financial reporting, out of margin resolution, renewal of maturing credit facilities, etc.)
Develop deeper understanding of custom lending to partner with relationship managers
Make recommendations on situations requiring understanding of the Wealth Custom Lending functional area policies, procedures, and compliance requirements
Collaborate and consult with Wealth Custom Lending peers, colleagues, and managers to resolve issues and achieve goals
Qualification
Required
2+ years of Custom Lending experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Preferred
Private Banking, Corporate Banking or Commercial Lending experience
Excellent sales and relationship management skills
Knowledge of traditional banking products
Credit risk experience
FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
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
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
2026-02-05
2026-02-05
2026-02-04
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