Wells Fargo is seeking a Vice President in our Technology Finance group within Commercial Banking. The Technology Finance division is an industry leader in delivering secured cash flow financing solutions to primarily private equity-owned middle market enterprise software companies throughout the U.S. and Europe. Learn more about the career areas and lines of business at . #Commercial Banking In this role, you will : Actively work to evaluate, structure and present recommendations on transactions within the portfolio to Senior management and Independent Risk Management Lead a deal team in conducting due diligence, performing credit analysis, preparing high quality credit modification memoranda and executing transactions Lead the review and negotiation of legal documentation in consultation with internal and external legal counsel Lead or participate in building and maintaining effective relationships with existing clients within their products through regular virtual and in-person meetings with clients' executive leadership and finance teams, superior service and great execution, including sharing relevant information with coverage partners Independently review and analyze moderately complex client portfolios or partner with senior peers on more complex portfolios for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral and enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda Monitor client financial performance through review of financial reporting, review and approval of portfolio monitoring reports prepared by Analysts / Associates and presentation in regular portfolio review meetings with Senior management and Independent Risk Management to manage risk and lead problem loan resolutions, where applicable Review and ensure timely completion of portfolio servicing requirements including periodic valuation analyses and risk rating reviews Partner with coverage teams within the context of individual deals and client relationships to conduct effective meetings and understand clients' businesses, strategic objectives, operational priorities, and financial positions to identify and execute on opportunities for modifications, renewals, and refinancing Collaborate and consult with peers and functional partners to resolve client servicing requests and inquiries related to their product Independently resolve moderately complex situations while developing a sound understanding of policies, procedures, and compliance requirements to meet business objectives and partner with senior peers for more complex issues Partner with product management functional partners to provide feedback on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively Contribute to large-scale planning related to a given product and / or specialty's business objectives via specialized project work and / or assignment Serve as a mentor for lower level staff, including a focus on coaching and accountability Required Qualifications : 5+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following : work experience, training, military experience, education Desired Qualifications : Advanced Microsoft Office (Excel and PowerPoint) skills Experience with detailed financial analysis, credit analysis, valuation, financial modeling and knowledge of accounting principles and concepts Comfort with reviewing, interpreting and negotiating legal documentation Experience working with private equity and / or other financial sponsors Strong analytical skills, with heightened attention to detail and accuracy Strong verbal and written communication skills Ability to work in a fast-paced, deadline-driven environment Background in leveraged credit underwriting, investment banking, leveraged finance, consulting or accounting Knowledge of the software / technology sector and / or recurring revenue lending Job Expectations : Ability to travel up to 10% of the time This position is not eligible for Visa sponsorship This position offers a hybrid work schedule Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Location : 125 High Street - Boston, Massachusetts 02110 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. 138,500.00 - $287,600.00 Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Posting End Date : 27 Jun 2025 Job posting may come down early due to volume of applicants. Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees 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. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements : a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. Create a job alert for this search Vice President Finance • BOSTON, Massachusetts, United States of America #J-18808-Ljbffr WELLS FARGO BANK
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