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Wells Fargo Technology Finance - Underwriting Commercial Banking in BOSTON, Massachusetts

About this role:

Wells Fargo is seeking an Associate to join its Technology Finance division, an industry leader in delivering financing solutions to private equity-backed, founder-owned and publicly traded software/technology companies. The Associate will be part of a dedicated team responsible for underwriting and executing new financing transactions within the software/technology vertical.

In this role, you will:

  • Assist with the execution of financing transactions, including completion of due diligence, financial modeling, credit analysis, drafting credit approval memorandums.

  • Analyze a wide range of detailed information (lender presentations, management presentations, and financial statements & projections, third party reports, etc.).

  • Coordinate the due diligence process, including third party due diligence (Quality of Earnings, background investigation reports, etc.).

  • Participate in diligence meetings with prospective clients and communicate key takeaways from the meeting to senior management.

  • Aid in the presentation of transactions to senior management in a clear and concise manner with well-reasoned support.

  • Review all pertinent documentation to ensure transactions are appropriately documented and critical deviations have been approved per policy.

  • Coordinate the loan closing logistics and oversee seamless onboarding of new clients, coordinate introductions and account handoff to portfolio management teams.

  • Help with the development and execution of Technology Finance and company-wide strategic initiatives, via specialized project work and/or assignment.

Required Qualifications:

  • 2+ years of Specialty Industry Lending Underwriting experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • 2+ years of experience in commercial lending, credit, investment banking, consulting, or accounting, preferably, in the software/technology sector

  • Advanced Microsoft Office (Excel and PowerPoint) skills

  • Experience in financial analysis and modeling and, working knowledge of accounting principles and concepts

  • 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

Job Expectations:

  • This position offers a hybrid work schedule.

  • Willingness to work on-site at stated location on the job opening

Compensation for Boston Only - $87,700.00 - $155,900.00

Pay Range

$80,400.00 - $155,900.00


Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.

  • 401(k) Plan

  • Paid Time Off

  • Parental Leave

  • Critical Caregiving Leave

  • Discounts and Savings

  • Health Benefits

  • Commuter Benefits

  • Tuition Reimbursement

  • Scholarships for dependent children

  • Adoption Reimbursement

Posting End Date:

23 Jul 2024

* Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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.

Candidates applying to job openings posted in US: 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.

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.


Req Number: R-383341-2

Updated: Fri Jul 12 04:16:46 UTC 2024

Location: BOSTON,Massachusetts