Senior Wealth Underwriter

Senior Wealth Underwriter.

About this role:

Wells Fargo is seeking a Senior Wealth Underwriter

In this role, you will:

Lead or participate in moderately complex initiatives and deliverables and contribute to large-scale planning related to Wealth Underwriting

Review, analyze, and evaluate borrower financial data for moderately complex high-net-worth loans to determine credit worthiness and monitor existing portfolio to identify issues that require an in-depth evaluation of variable factors; present recommendations for resolving moderately complex situations

Independently resolve moderately complex business, operational, or technical issues and lead team to meet deliverables while leveraging solid understanding of Wealth Underwriting functional area policies, procedures, regulations, and compliance requirements

Develop solid understanding of Home Lending policies, procedures, regulations, and compliance requirements for Wealth Investment Management client mortgages as needed

Collaborate and consult with Wealth Underwriting peers, colleagues, and mid-level managers to resolve issues and achieve goals; serve as a mentor for lower level staff

Provide input to assist leaders with credit risk management decisions to ensure satisfactory credit portfolio risk examinations

Required Qualifications:

4+ years of Wealth Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualification

Work actively as a deal team member in private equity credit underwriting involving financial analysis review and risk assessment of a large number of investors in Private equity funds

Evaluate borrower financial data for moderately complex high-net-worth loans to determine credit worthiness including preparation and review of underwriting memo covering a deep analysis of our clients, deal structure, underlying collateral & PE fund investment strategies.

Make decisions on complex and multi-faceted credit risk management issues to ensure satisfactory credit portfolio risk examinations requiring solid understanding of Wealth Underwriting functional area policies, procedures, regulations, and compliance requirements that influence and lead the Wealth Underwriting team to meet deliverables and drive new initiatives

Posting End Date: 

13 Mar 2026

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

 

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.