Senior Wealth Underwriter
Wells Fargo (company site, opens in a new tab)7+ yrsBengaluruOn-siteDirect career pageEst. 18–30 LPA
Posted 11h ago
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Job description
Structured overview of role & requirements
About This Role
- Analyze and underwrite moderately complex high-net-worth loan applications focusing on borrower financials and commercial real estate collateral.
- Prepare comprehensive credit memoranda and lending recommendations, ensuring compliance with credit policies and risk standards.
- Monitor assigned loan portfolios, including covenant compliance, annual reviews, and managing loan renewals, modifications, and servicing requests.
Minimum Requirements
- 7+ years of Wealth Underwriting experience or equivalent demonstrated through work experience, training, military experience, or education.
- Strong expertise in analyzing personal and business financial statements, interpreting U.S. tax returns, and evaluating commercial real estate collateral.
- Experience with credit risk management and portfolio monitoring in Wealth Investment Management or Commercial Real Estate Lending.
- Work Experience Required: 7+ years in Wealth Underwriting or equivalent.
Ideal Candidate Profile
- Experienced in analyzing complex entity structures and various financial documents including tax returns of different entity types.
- Skilled in commercial real estate collateral analysis across multiple asset classes and capable of detailed property performance and market risk evaluations.
- Proficient in collaborating with stakeholders like relationship managers, credit officers, and legal teams for credit approval and risk management.