Wealth Underwriting Associate

Wealth Underwriting Associate

About this role:

Wells Fargo is seeking a Wealth Underwriting Associate.

In this role, you will:

Ensure the efficient and timely delivery of credit services by managing, tracking, assigning, and balancing production of daily underwriting through the supervision of others

Identify opportunities for process improvements within Wealth Underwriting

Review less complex basic or tactical pre-screen credit opportunities, provide recommendations, and advise on the structure of credits, and exercise independent judgment to guide accurate preparation and submission of periodic reports

Receive direction from supervisor and exercise independent judgment while developing understanding of functions, policies, procedures, and compliance requirements

Present recommendations for achieving consistent and balanced credit culture by managing asset quality standards with growth objectives

Collaborate and consult with managers, functional colleagues and stakeholders, including internal and external customers

Required Qualifications:

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

Desired Qualification

2+years of work Experience.

Experience in pulling credit bureau reports and exposure to financial spreading using the Optimist tool.

The role requires excellent verbal and written communication skills, as it will involve regular interaction with US‑based bankers.

Design, develop, evaluate, and monitor automation and machine learning models 

Analyze large, complex datasets and deliver insights using tools like Power BI, Tableau, and SQL

Posting End Date: 

30 May 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.