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Job Description
Structured overview of role & requirementsAbout This Role
Lead and mentor a team within the Wealth Underwriting functional area to ensure effective administrative operations and performance.
Guide and perform complex underwriting-related tasks requiring planning, evaluation, and cross-team coordination.
Drive process improvements and implement new procedures impacting multiple teams in Wealth Underwriting.
Minimum Requirements
Minimum 4+ years of Wealth Underwriting support experience or equivalent through work experience, training, military experience, or education.
Experience with analysis of financial and credit documentation such as operating statements, tax returns, K-1s, and lease agreements.
Not explicitly mentioned in the JD: formal degree or educational qualification requirements.
Not explicitly mentioned in the JD: notice period or specific location requirements.
Ideal Candidate Profile
Experienced in detailed financial document analysis including commercial real estate and collateral evaluation within underwriting.
Capable of leading and mentoring teams while coordinating multi-team processes and procedures.
Comfortable with compliance-related activities and quality assurance in lending and portfolio management contexts.