Lead Wealth Underwriting Assistant
2 weeks ago
Role Overview
We are seeking a skilled Senior Wealth Underwriting Specialist to support the performance and overall effectiveness of our team and cross-group administrative operations within the Wealth Underwriting functional area.
Key Responsibilities
- Provide feedback and present ideas for improving or implementing processes and tools with functional area impact.
- Perform or guide others on complex tasks or initiatives within Wealth Underwriting functional area that require planning, evaluation, and interpretation.
- Prioritize work and provide day-to-day leadership and mentorship to a Wealth Underwriting team.
- Lead or contribute to the implementation of new or revised processes and procedures that require coordination among multiple teams.
- Provide guidance and subject matter expertise to an immediate team and Wealth Underwriting functional area on a wide range of information.
Requirements
- 6+ years of Wealth Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Preferred Qualifications
- Pre-Underwriting, Real Estate Spreading, Financial Spreading, Credit Bureaus, mortgage.
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