Wealth Underwriter

Job Description

Role Overview:You will participate in low to moderately complex Wealth Underwriting initiatives in support of high-net-worth portfolio management. Identify opportunities for process improvement within the scope of your responsibilities. Review, analyze, and evaluate borrower financial data for basic high-net-worth client loans that require research, evaluation, and selection of alternatives to determine credit worthiness. Exercise independent judgment to monitor the existing portfolio and identify medium risk issues. Present recommendations for resolving low to moderately complex situations and exercise independent judgment while developing expertise of Wealth Underwriting functional area policies, procedures, regulations, and compliance requirements. Develop a basic understanding of Lending policies, procedures, regulations, and compliance requirements for Wealth Investment Management client mortgages as needed. Collaborate and consult with Wealth Underwriting peers, colleagues, and managers to resolve issues and achieve goals.Key Responsibilities:- Participate in low to moderately complex Wealth Underwriting initiatives- Identify opportunities for process improvement- Review, analyze, and evaluate borrower financial data for high-net-worth client loans- Exercise independent judgment to monitor existing portfolio and identify medium risk issues- Present recommendations for resolving complex situations- Develop expertise in Wealth Underwriting policies, procedures, regulations, and compliance requirements- Collaborate with peers, colleagues, and managers to resolve issues and achieve goalsQualifications Required:- 6 years of Wealth Underwriting experience, or equivalent demonstrated through work experience, training, military experience, or educationIn this role at Wells Fargo, you will be valued for diversity, equity, and inclusion in the workplace. The company welcomes 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 are responsible for executing all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance) and adhering to Wells Fargo policies and procedures.Please note that the job posting may close early due to the volume of applicants. Wells Fargo maintains a drug-free workplace and encourages diversity and inclusion. Role Overview:You will participate in low to moderately complex Wealth Underwriting initiatives in support of high-net-worth portfolio management. Identify opportunities for process improvement within the scope of your responsibilities. Review, analyze, and evaluate borrower financial data for basic high-net-worth client loans that require research, evaluation, and selection of alternatives to determine credit worthiness. Exercise independent judgment to monitor the existing portfolio and identify medium risk issues. Present recommendations for resolving low to moderately complex situations and exercise independent judgment while developing expertise of Wealth Underwriting functional area policies, procedures, regulations, and compliance requirements. Develop a basic understanding of Lending policies, procedures, regulations, and compliance requirements for Wealth Investment Management client mortgages as needed. Collaborate and consult with Wealth Underwriting peers, colleagues, and managers to resolve issues and achieve goals.Key Responsibilities:- Participate in low to moderately complex Wealth Underwriting initiatives- Identify opportunities for process improvement- Review, analyze, and evaluate borrower financial data for high-net-worth client loans- Exercise independent judgment to monitor existing portfolio and identify medium risk issues- Present recommendations for resolving complex situations- Develop expertise in Wealth Underwriting policies, procedures, regulations, and compliance requirements- Collaborate with peers, colleagues, and managers to resolve issues and achieve goalsQualifications Required:- 6 years of Wealth Underwriting experience, or equivalent demonstrated through work experience, training, military experience, or educationIn this role at Wells Fargo, you will be valued for diversity, equity, and inclusion in the workplace. The company welcomes 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 are responsible for executing all applicable risk programs (Credit, Market, Financial Crimes, Operational, Reg

Keyskills :
Portfolio ManagementFinancial AnalysisCredit Risk ManagementComplianceWealth Underwriting