Wealth Underwriter
2 weeks ago
**About this role**:
Wealth Underwriting: Covers jobs responsible for analyzing and underwriting deals for wealth clients. Serves as a key member of a client's deal team.
**In this role, you will**:
- Participate in low to moderately complex Wealth Underwriting initiatives in support of high-net-worth portfolio management;
identify opportunities for process improvement within scope of responsibilities
- Review, analyze, and evaluate borrower financial data for basic high-net-worth client loans that require research, evaluation,
and selection of alternatives to determine credit worthiness; exercise independent judgement to monitor existing portfolio and
identify medium risk issues
- 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
- Develop basic 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**:
- 5-7 years of custom/commercial underwriting experience (including underwriting high net-worth individuals)
**Posting End Date**:
4 Apr 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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