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Lead Wealth Underwriting Assistant

United States, Minneapolis Employment contract 25.48 - 41.83 USD / Hour · Job Posted June 28, 2026
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Job Description

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking a Lead Wealth Underwriting Assistant in Banking, Lending and Trust (BL&T).

Job Responsibility

  • Provide advanced lending support services in operations and customer service to credit teams and external clients
  • ensure proper tracking and portfolio monitoring for compliance, documentation exceptions, financial statement collection
  • past due payment follow up, answering questions and solving problems involving custom lending systems and processes
  • collaborate with other BL & T partner groups to research and resolve complex credit issues and client problems
  • support performance and overall effectiveness of a team and cross-group administrative operations within Wealth Underwriting functional area
  • provide feedback and present ideas for improving or implementing processes and tools
  • perform or guide others on complex tasks or initiatives within Wealth Underwriting functional area
  • prioritize work and provide day to day leadership and mentorship to a Wealth Underwriting team
  • lead or contribute to implementation of new or revised processes and procedures
  • provide guidance and subject matter expertise to an immediate team and Wealth Underwriting functional area

Requirements

4+ years of Wealth Underwriting support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice to have

  • Wealth management experience
  • custom banking knowledge
  • client services
  • experience supporting wealth credit portfolio management accounts
  • ability to provide administrative support
  • experience handling complex transactions on multiple systems
  • excellent communication skills
  • strong data entry and attention to detail
  • organizational, multi-tasking, and prioritizing skills
  • ability to develop and manage business relationships
  • problem-solving skills
  • ability to navigate multiple computer systems
  • analytical skills
  • ability to process complex transactions across multiple systems
  • knowledge CATools (Credit Analysis Tool), AFS, and Hogan
  • Tableau experience
  • ability to take initiative and work independently

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

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