Lead Wealth Underwriter, Wells Fargo

Wells Fargo

Location:
United States, Charlotte ▼
Frisco
Minneapolis
Phoenix
Saint Louis
Salt Lake City
West Des Moines

Category:
Banking

Contract Type:
Employment contract

Salary:

119000.00 - 206000.00 USD / Year

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Job Description:

Lead Wealth Underwriter for Legal Specialty Group at Wells Fargo, providing support to Wealth & Investment Management in serving affluent, high net worth and ultra-high net worth individuals, families, family offices and charities. The role involves analyzing complex financial and credit information for law firms and underwriting commercial loans with high aggregate credit exposure.

Job Responsibility:

Analyze complex financial and credit information for law firms according to business unit standards
Underwrite commercial loans with high aggregate credit exposure
Manage a credit portfolio of clients
Compile, analyze, and document loan data and credit risk, borrower and property information
Partner with Private Bankers and Regional Directors to deliver high-quality custom credit solutions
Exercise independent judgment and work with minimal direct supervision
Monitor and service existing portfolio and communicate findings and recommend solutions to management

Requirements:

5+ years of Wealth Underwriting experience or equivalent demonstrated through work experience, training, military experience, or education
Experience with legal documents and working with outside legal counsel
Reviewing legal documents and leading negotiations
Knowledge of WIM Credit Policies and regulatory compliance requirements
Experience in financial analysis, underwriting and structuring of highly complex commercial banking relationships
Thorough knowledge of financial accounting theory and logic, loan structuring, commercial products and services
Strong interpersonal and communication skills
Ability to interpret and discuss analytical data
Ability to multitask and prioritize
Proficient with computers and software applications (MSA, MS Excel, MS Word, other MS Office Suite applications) and applicable mainframe systems
Ability to travel up to 20%

Nice to have:

Legal industry experience
Capital markets expertise
Formal commercial credit training
Wealth related underwriting/lending experience
Bachelor's degree

What we offer:

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance
Critical illness insurance
Accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Additional Information:

Job Posted:
October 04, 2025

Expiration:
October 17, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Lead Wealth Underwriter