Wealth Underwriter
1 week ago
About this role:
Wells Fargo is seeking a...
In this role, you will:
- Participate in low to moderately complex Wealth Underwriting initiatives in support of highnetworth portfolio management;
- Review, analyze, and evaluate borrower
formation documents and trust documents to determine beneficial owners, control owners, and powers to borrow and pledge, ensuring the accounts have been set up in accordance with formation documents/trusts reviewed:
Review credit requests for acceptable borrowing/pledging structures per credit policies:- Present recommendations for resolving low to moderately complex situations and exercise independent judgment while developing expertise of Wealth Underwriting functional area policies, procedures, regulations, and compliance requirements
Review, analyze and evaluate daily reports to identify risks and violations for Regulation B communication, Regulation U (purpose credit), Reg W (covered transactions) as well as other risk factors
- Develop basic Securities Based Lending policies, procedures, regulations, and compliance requirements for Wealth Investment Management Securities based lending products as needed 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 managers to resolve issues and achieve goals
- Adhere to credit risk management decisions to ensure satisfactory credit portfolio risk examinations
Desired qualifications:
-
Experience with Microsoft Excel and Access a plus.
Posting End Date:
19 Jun 2024
Job posting may come down early due to volume of applicants.
We Value Diversity
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
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