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Senior Wealth Underwriter

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
India, Bengaluru

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

Wells Fargo is seeking for a Senior Wealth Underwriter to lead initiatives and deliverables related to Wealth Underwriting, evaluate borrower financial data, and manage credit risk while adhering to policies and regulations.

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
  • independently resolve moderately complex business, operational, or technical issues
  • develop solid understanding of Home Lending policies, procedures, regulations, and compliance requirements
  • 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 work experience, training, military experience, education
  • at least an MBA or a CA, or an equivalent qualification
  • 7-12 years of Credit Underwriting experience in a bank or rating agency
  • experience in writing detailed credit memos/papers
  • strong communication skills both verbal and written
  • high level of personal motivation and strong interpersonal skills
  • basic to advanced Excel skills
  • ability to work independently and as part of a team
  • CFA level I, II or III
  • knowledge of programming language a plus

Nice to have:

  • CFA level I, II or III
  • knowledge of programming language a plus

Additional Information:

Job Posted:
September 23, 2025

Expiration:
September 29, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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