Wells Fargo
Supplier Finance Sales & Portfolio Onboarding Specialist
CHARLOTTE, NC +2 · Full-time · Posted Oct 26, 2026
- Location
- CHARLOTTE, NC
IRVING, TX
ATLANTA, GA - Experience
- 4+ years; alternatives include equivalent demonstrated through work experience, training, military experience, or education.
- Education
- Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field is listed as a desired qualification.
- Visa sponsorship
- Not eligible for Visa sponsorship.
About the job
Engages Buyer-referred suppliers to explain Wells Fargo’s Supplier Finance programs and manage their onboarding, documentation, and ongoing participation.
What you'll do
- Educate supplier financial executives, answer questions, and support program adoption through virtual meetings, phone, and email.
- Manage supplier onboarding and documentation, coordinating with legal counsel and handling required system changes.
- Track sales and onboarding activity in Salesforce and collaborate on analysis, reporting, and business initiatives.
What they ask for
- 4+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated through work experience, training, military experience, or education.
Nice to have
- Experience in commercial or corporate banking, treasury management, trade finance, supply chain finance, working capital, or specialty finance.
- Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field.
Tools
Salesforce, Uniform Commercial Code (UCC)
Model-written summary · the original posting is authoritative