Equipment Finance Account Services Representative

Wells Fargo Cedar Rapids , IA 52402

Posted 1 week ago

Job Description:

At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wholesale Banking provides financial solutions to businesses across the United States and globally. Our nine major business lines include Business Banking, Middle Market Banking, Government and Institutional Banking, Corporate Banking, Commercial Real Estate, Financial Institutions Group, Wells Fargo Commercial Capital, Wells Fargo Securities, and the Investment Portfolio. We also have groups in credit risk, group risk, finance, marketing, human relations, and the Wholesale Chief Operating Office that support our businesses.

Wells Fargo Equipment Finance (WFEF), a division of Wells Fargo Commercial Capital, is a leading equipment finance provider in the U.S. and Canada with a portfolio exceeding $45 billion, more than 300,000 active customers and 2,500+ team members. WFEF provides a full spectrum of financing and lease options for customers' equipment and capital expenditure requirements through Wells Fargo business, commercial and corporate banking channels, relationships with equipment manufacturers, dealers, distributors and direct to market. WFEF has industry financing specialists dedicated to Healthcare, Construction, Energy, Commercial and Specialty Vehicles, Marine, Rail, Aircraft, and Vendor Financing Programs.

The Account Services Representative is responsible for responding to inquiries from internal and external customers regarding Equipment Finance lease and loan transactions. Duties include: Calculation of moderate to complex buyout requests, handling difficult problems for customers by communicating with other departments and leveraging resources to resolve issues. Handling the customer from inception to resolution with limited assistance from management. Performs administration of titles and other general information.

Please note: the working hours are M-F, 9:30 am

  • 6:00 pm

Team members support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Required Qualifications

  • 1+ year of business experience, administrative support experience, or a combination of both

Desired Qualifications

  • Customer service focus with the ability to actively listen, elicit information, comprehend customer issues/needs, and recommend solutions

  • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills

  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information

  • Strong attention to detail and accuracy skills

  • Excellent verbal, written, and interpersonal communication skills

  • Effective organizational, multi tasking, and prioritizing skills

Other Desired Qualifications

  • Inbound call center experience

  • MyAccounts and ISM experience

Street Address

IA-Cedar Rapids: 1010 Thomas Edison Boulevard

  • Cedar Rapids, IA

Disclaimer

All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

WHOLESALE BANKING0214246 WHOLESALE BANKING


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Equipment Finance Account Services Representative

Wells Fargo