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
• Preparation and review of underwriting memo covering a deep analysis of our clients, deal structure, and the underlying collateral
• Collaborate and consult with Wealth Underwriting peers, colleagues, and mid-level managers to resolve issues and achieve goals.
• Train & mentor junior colleagues along with reviewing, checking & overseeing and undertaking workload planning
• Provide input to assist leaders with credit risk management decisions to ensure satisfactory credit portfolio risk examinations

Required Qualifications:

• At least an MBA or a CA, or an equivalent qualification
• 8-12 years of Credit Underwriting experience in a bank or rating agency
• Experience in writing detailed credit memos/papers is desirable
• Strong communication skills – both verbal and written. Ability to clearly & concisely speak on complex topics, as well as strong business writing skills
• High level of personal motivation and strong interpersonal skills
• Basic to Advanced excel skills to be able to manage and navigate across investor underwriting
• Must be able to work in a fast-paced production environment.
• Attention to detail
• Must be comfortable working independently and as part of a team

Desired Qualifications:

• Knowledge on programming language a plus

Posting End Date: 

4 Jul 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.