Wealth Underwriting Assistant- CRE, credit reports, US Tax analysis
Wells FargoThis role is no longer listed. Wells Fargo took the posting down on Oct 5, so applying now won't reach anyone. It stays here for your saved list and any links you shared.
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Job Description
Structured overview of role & requirementsAbout This Role
Provide routine lending support including operations, documentation, and customer service to Credit teams, directly interacting with clients on loan servicing.
Ensure proper loan booking, maintenance, portfolio tracking, compliance monitoring, documentation exception handling, financial statement collection, and past due follow-up.
Receive direction from supervisor, escalate non-routine issues within Wealth Underwriting, and collaborate with internal teams and customers on a wide range of information.
Minimum Requirements
1+ years of Wealth Underwriting support experience or equivalent demonstrated through work experience, training, military experience, or education.
Not explicitly mentioned in the JD: mandatory degree requirements.
Not explicitly mentioned in the JD: notice period requirement.
Not explicitly mentioned in the JD: specific technical skills or location constraints.
Ideal Candidate Profile
Experience operating in operational support roles within credit or wealth underwriting environments dealing with loan documentation and compliance.
Ability to handle routine lending processes and escalate complex issues appropriately within a structured team and supervisory framework.
Comfortable working with cross-functional teams and clients in the lending/credit servicing space with adherence to risk and compliance programs.