Senior Securities Based Lending Wealth Underwriter, Wells Fargo

Wells Fargo

Location:
United States, SUMMIT, CHARLOTTE, SAINT LOUIS

Category:
Finance

Contract Type:
Employment contract

Salary:

73100.00 - 155900.00 USD / Year

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Job Description:

Wells Fargo is seeking a Senior Securities Based Lending Wealth Underwriter in Wealth and Investment Management. Learn more about our career areas and lines of business at wellsfargojobs.com.

Job Responsibility:

Lead or participate in moderately complex initiatives and deliverables and contribute to large-scale planning related to Wealth Underwriting
Review, analyze, and evaluate borrower financial data for moderately complex high-net-worth loans to determine credit worthiness and monitor existing portfolio to identify issues that require an in-depth evaluation of variable factors
present recommendations for resolving moderately complex situations
Independently resolve moderately complex business, operational, or technical issues and lead team to meet deliverables while leveraging solid understanding of Wealth Underwriting functional area policies, procedures, regulations, and compliance requirements
Develop solid understanding of Home Lending policies, procedures, regulations, and compliance requirements for Wealth Investment Management client mortgages as needed
Collaborate and consult with Wealth Underwriting peers, colleagues, and mid-level managers to resolve issues and achieve goals
serve as a mentor for lower level staff
Provide input to assist leaders with credit risk management decisions to ensure satisfactory credit portfolio risk examinations

Requirements:

4+ years of Wealth Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Experience in credit assessment: Analyzing the creditworthiness of borrowers and assessing their ability to repay the loan
Skilled in collateral evaluation: Evaluating the value and appropriateness of the securities used as collateral for the loan
Knowledgeable in transaction evaluation: Assessing the risks and suitability of the overall lending transaction
Experience in documentation and analysis: Document findings, analyzing loan files, and identifying potential exceptions
Skilled in risk mitigation: Reconciling findings with guidelines and identifying compensating factors
Knowledgeable in compliance: Adhering to internal policies, regulatory requirements, and data security standards

What we offer:

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

Additional Information:

Job Posted:
July 01, 2025

Expiration:
July 09, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Securities Based Lending Wealth Underwriter

Wells Fargo

Location:United States, SUMMIT, CHARLOTTE, SAINT LOUIS

Category:Finance

Contract Type:Employment contract