WFA Regional Lending Consultant (LO)

Wells Fargo
April 8, 2021
San Antonio, TX
Job Type


Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message.  In order to receive text message invitations, your profile must include a mobile phone number designated as 'Personal Cell' or 'Cellular' in the contact information of your application.

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.

Wealth and Investment Management (WIM) is one of the United States' leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients' unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by building enduring client relationships through sound, thoughtful, and objective advice. Developing individualized plans for clients to help meet their financial objectives. Helping clients build, manage, preserve, and transition their financial resources and wealth.

The Regional Lending Consultant is responsible for supporting field leadership, Financial Advisors (FAs), and their teams through analysis and advice around Well Fargo s lending and banking products and services. Provides product knowledge across all segments to understand the needs of the clients, potential solutions and determines the partners that should be engaged. Works collaboratively across WFA and WFC to deepen client relationships through lending and banking solutions within assigned markets. Partners on client/prospect calls with FAs serving as specialist on lending & banking products and services. Using a consultative approach, determines client needs and matches appropriate LOB, the product/services, and Enterprise partner for execution. Meets regularly with WFA FAs to discuss and pursue development strategies for key clients. Responsible for business development around key products and services that include: Securities Backed lending, Residential Real Estate, HNW Lending, Business Banking, and Commercial Lending. Responsible for building product awareness and educating FAs and their teams so they can serve their clients lending and banking needs. Maintains a deep understanding of lending & banking products and services to discuss product attributes fully and confidently. Acts as the subject matter expert for all FA and Branch inquiries on WFA s lending and banking platform. Builds, maintains and leverages Wells Fargo partnerships across the territory such as Home Mortgage Consultants and Private Bankers. Assists with complex lending structures.

Required Qualifications

  • 5+ year of experience in business development, financial services consulting, or combination of both

Desired Qualifications

  • Excellent verbal, written, and interpersonal communication skills
  • Strong analytical skills with high attention to detail and accuracy
  • Strong relationship management skills
  • Customer service focus with the ability to listen to customer needs and recommend solutions
  • Knowledge and understanding of financial services consumer lending products
  • Experience partnering with full-service financial advisors and branch managers on alternative products and service solutions
  • Knowledge and understanding of business banking: products and services
  • FINRA registration including Series 63 (or FINRA recognized equivalents)
  • FINRA registration including Series 7 (or FINRA recognized equivalents)
  • Ability to build and deliver innovative, industry leading solutions
  • 2+ years of brokerage industry experience
  • 5+ years of financial services experience
  • 2+ years of business development experience

Job Expectations

  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance.
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
  • Ability to travel up to 50% of the time
  • Registration for FINRA Series 7, and 63 (or 66) must be completed within a 90 or 180-day time period contingent upon number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance.

Street Address

TX-Austin: 100 Congress Ave - Austin, TX
TX-San Antonio: 9311 San Pedro Ave - San Antonio, TX


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.

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