Director, Sr. Relationship Manager
Current
San Francisco, California, Us
Wells Fargo Capital Finance Senior Relationship Manager focused on managing and selling credit and capital markets solutions to establish, build and enhance highly profitable relationships within the asset-based lending arena. Portfolio primarily consists of large syndicated transactions as the Administrative Agent. In excess of $1 billion under management. Experienced in sourcing derivative, high yield, and other capital market transactions. Frequent interaction with corporate industry bankers, financial sponsor coverage and leveraged finance teams. Work routinely with both public and private companies across various industries. Responsibilities entail all facets of client management including active calling efforts, restructuring activities, risk and opportunity identification, strategic dialogue. Highly successful in generating significant fee and cross sale revenue. Experience also includes working with challenged credits and DIP financing. Regional Corporate Group Relationship manager calling on companies with annual revenues between $25 million and $250 million. Managed a portfolio with 36 total relationships consisting of privately owned businesses, non-profit entities and public companies. Primary responsibilities included identifying, underwriting, originating and monitoring of corporate credit facilities. Actively prospect new business opportunities through a proactive calling effort emphasizing credit and capital market solutions. Responsibilities entailed aggressively cross-selling entire spectrum of bank products including treasury management services, trust, leasing, foreign exchange and investments in order to strengthen existing customer relationships.
