Lead Wealth Underwriter

• Lead complex initiatives including those that are cross-functional with broad impact and act as a key participant in large-scale planning for Wealth Underwriting
• Review, analyze, and evaluate complex challenges related to multi-faceted, larger scale high-net-worth loans structures, existing portfolio issues, and complex business, operational, or technical challenges that require an in-depth evaluation of multiple factors including intangible or unprecedented factors, present recommendations for resolution
• Make decisions on complex and multi-faceted credit risk management issues to ensure satisfactory credit portfolio risk examinations requiring solid understanding of Wealth Underwriting functional area policies, procedures, regulations, and compliance requirements that influence and lead the Wealth Underwriting team to meet deliverables and drive new initiatives
• Strategically collaborate and consult with Wealth Underwriting peers, colleagues, and mid-level to senior level managers to resolve issues and achieve goals
• serve as a peer mentor
• Partner with Custom Credit Banker and Financial Advisor to provide guidance on due diligence, credit, and loan document negotiations with clients

• 5+ years of Wealth Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• At least an MBA or a CA, or an equivalent qualification
• 10+ years of Credit Underwriting experience in a bank or rating agency
• Experience in writing detailed credit memos/papers is desirable
• Strong communication skills – both verbal and written
• Ability to clearly & concisely speak on complex topics, as well as strong business writing skills
• High level of personal motivation and strong interpersonal skills
• Basic to Advanced excel skills to be able to manage and navigate across investor underwriting
• Must be able to work in a fast-paced production environment
• Attention to detail
• Must be comfortable working independently and as part of a team
• CFA level I, II or III
• Knowledge on programming language a plus

Knowledge on programming language

• Equal opportunity employer
• Focus on building strong customer relationships
• Accommodation for applicants with disabilities is available upon request
• Drug free workplace