Lead Wealth Underwriter
Wells Fargo (company site, opens in a new tab)7+ yrsBengaluruOn-siteDirect career pageEst. 18–35 LPA
Posted 11h ago
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Job description
Structured overview of role & requirements
About This Role
- Lead analysis and underwriting of complex high-net-worth commercial real estate loans, including borrower financials, tax returns, entity structures, and collateral evaluation.
- Prepare detailed credit memoranda with lending recommendations and monitor assigned loan portfolios, including covenant compliance, annual reviews, and loan modifications.
- Lead moderately complex underwriting initiatives, mentor junior staff, collaborate with stakeholders, and support credit risk management decisions.
Minimum Requirements
- Minimum 7+ years of wealth underwriting experience or equivalent demonstrated through work, training, military experience, or education.
- Strong expertise in commercial real estate lending underwriting, including borrower financial statement analysis and collateral evaluation.
- Experience with U.S. tax return interpretation and credit risk assessment for high-net-worth individuals and entities.
- Work Experience Required: 7+ years in Wealth Underwriting or equivalent.
Ideal Candidate Profile
- Expertise in comprehensive borrower and commercial real estate collateral underwriting specific to wealth management clients.
- Experience working independently on credit decision processes and leading moderately complex underwriting projects.
- Proven ability to manage portfolio monitoring, compliance, and collaborate cross-functionally with credit officers and legal teams.