Senior Credit Underwriter - Custom Lending for UHNW Clients
National Black MBA Association
Bank of America is seeking a Senior Credit Underwriter to perform risk assessment and repayment capacity analysis for ultra‑high‑net‑worth clients, including individuals, family offices, trusts, and specialized wealth entities. You will document credit analysis, assess historic and projected financial data, and monitor portfolio performance to support sound credit decisions. You will partner with Credit Advisors and Risk teams to deliver tailored credit solutions, ensure policy adherence, and #J-18808-Ljbffr National Black MBA Association
$117k - $175k
...Growth and delivering for our clients, teammates, communities... ...include documenting credit analysis, independently assessing... ...performance. The Senior Credit Underwriter (SCU) partners closely with... ...CA) to develop and expand custom lending relationships with strategic...SeniorWork at officeShift workDay shift- Bank of America is seeking a Senior Credit Underwriter to assess creditworthiness and perform comprehensive... ...analysis for ultra‑high‑net‑worth clients, including family offices and trusts.... ...with Credit Advisors to expand strategic lending relationships. The position requires 1...Senior
- Bank of America is seeking a Senior Credit Underwriter to assess risk, perform detailed financial analysis, and document credit decisions for ultra-high-net-worth clients, including individuals, family offices, trusts, and specialized wealth entities, ensuring adherence...Senior
$110k - $200k
...and delivering for our clients, teammates,... ...responsible for supporting credit underwriting and monitoring for new... ...credit requirements.The Senior Credit Underwriter is... ...for new customers of Bank of America Business... ...structuring of corporate lending transactionsAn experienced...SeniorFull timeWork at officeFlexible hoursDay shift- Bank of America’s Senior Credit Underwriter role in Newport Beach focuses on evaluating financing opportunities... ...negotiating loan documentation for new customers within Bank of America Business Capital (BABC). You will manage client portfolios, lead structuring...Senior
- Bank of America in Newport Beach, CA seeks an experienced CRE Credit Underwriter to lead underwriting for new and existing clients and to coach teammates on credit requirements. You will prepare and review analyses, assess risk, and deliver timely, accurate credit packages...Senior
- First Bank in Newport Beach, CA is seeking an experienced Commercial Underwriter to evaluate and structure credit for complex transactions, with emphasis on commercial real estate. The role includes preparing approval offerings, collaborating with relationship managers...Senior
- Bank of America in Newport Beach, CA is seeking a Credit Underwriter II to manage and monitor a portfolio of commercial real estate loans. You will deliver financial, industry, and economic analyses to inform risk ratings and loan decisions, while ensuring adherence to...Senior
- Bank of America is seeking a Credit Underwriter II to manage and maintain a portfolio of commercial real estate loans. The role focuses on monitoring performance, performing financial analyses, and supporting decision making within credit policies and regulatory requirements...Senior
$100k - $125k
...Commercial & Industrial (C&I) Underwriter serves as a critical... ...within the Bank’s credit risk management... ...commercial and industrial lending relationships, including... ...be considered at the Senior Commercial & Industrial... ...to its employees and clients. Consider joining the...For contractorsWork at officeRemote work$103k - $141k
...Responsible Growth and delivering for our clients, teammates, communities and... ...This job is responsible for supporting credit underwriting and monitoring for new and existing clients... ...help make financial lives better for customers, clients, communities and our teammates...Work at officeFlexible hoursShift workDay shift- JPMorgan Chase & Co. is seeking a Senior Home Lending Advisor in Huntington Beach, California. This role involves guiding clients in achieving homeownership while ensuring compliance... ...team committed to fostering a superior customer experience and enhancing mortgage loan...Senior
- ...Description Job Title: Senior Government Underwriter Department: Agency... ...and to HomeXpress Mortgage's clients. ESSENTIAL DUTIES AND RESPONSIBILITIES... ...adhering to HomeXpress credit policies and guidelines... ...quality and level of customer satisfaction Resolve Quality...SeniorWork at officeRemote work
$750 per month
...our best. Helping the customers and businesses we... ...Commercial Real Estate Senior Underwriter manages portfolio risk... ...and accuracy of all credit actions, by providing... ...requests for existing clients with limited supervisionAssist... ...years of commercial lending experience Preferred...SeniorFull timeWork at officeLocal area3 days per week- Fifth Third Bank in Costa Mesa, CA is seeking a Senior Credit Analyst who will support end-to-end underwriting and portfolio monitoring. You will independently analyze financial statements, prepare credit memos, and collaborate with Portfolio Managers, Underwriters, and...Senior
$163k - $218k
...you an experienced casualty underwriter looking to make a meaningful... ...solutions that help protect clients from catastrophic losses. We... ...partners to deliver exceptional customer service.QualificationsBachelor... ...Casualty underwriting experience:Senior Production Underwriter:...SeniorFull timePart timeSeasonal workWork at officeRemote workNight shift$115k - $180k
The Senior Underwriter’s primary responsibility is to underwrite individual risks through a demonstration... ...Company while meeting the needs of the customer.Risk Assessment. Ability to identify... ...life insurance to a diverse group of clients. The company is distinguished by its...SeniorWork at officeLocal area- ...do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being... ...impact. Join us! This job is responsible for supporting credit underwriting and monitoring for new and existing clients in partnership...Work at officeFlexible hoursShift workDay shift
- Mercer Advisors seeks a Wealth Advisor to work in a client-focused, team-centered environment under Wealth Path leadership, supporting... ...client service. The role emphasizes retention, cross-sell into Custom Wealth, onboarding new clients, and SME guidance across investments...Senior
$119.77k - $140.9k
...Estate Portfolio Manager (Underwriter) U.S. Bank Job... ...our best. Helping the customers and businesses we serve... ...timeliness and accuracy of all credit actions, provides... ...years of commercial lending experience. Preferred... ...volume of applicants. Seniority Level Mid‑Senior level...Full timeTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$34.5 - $55.5 per hour
The Lending Specialist provides prompt, high-quality customer service while collaborating effectively... ...of appraisals, credit reports, UCC... ...required for underwriting. Prepare loan worksheets... ...service and client support skills... ...approval processes. Senior Lending...SeniorHourly payContract workWork at officeLocal area$121.87k - $150.55k
...President, Commercial Underwriter you'll be... ...capital lines of credit, commercial real estate... ...credit and other Bank lending products. You'll... ...references for customers, loan officers, or... ...financing request to senior management or Loan... .... Serving clients nationwide, Western...Full time- Bank of America in California is seeking a seasoned CRE Credit Analyst to support underwriting and monitoring for new and existing clients. You will lead credit analyses, evaluate risk, and coach teammates while collaborating with Credit Officers, Relationship Management...
- BDO USA is seeking a Credit to Cash Senior Operations Analyst to monitor and facilitate issue resolution... ...managers, lead analysts, and client-facing professionals to ensure accurate... ...process improvement, with a focus on customer service, cross-functional collaboration...SeniorContract work
$51k - $69k
...Imagine how your ideas and expertise in customer service can change a patient’s life. At Edwards... ...solutions for unmet patient needs. Our Senior Representative, Customer Service position... ...product is received Complete customer credits following documentation guidelines under...SeniorFull time- A leading life insurance provider in California is seeking a skilled Life Insurance Underwriter to join their Consumer Markets Division. This fully remote role involves evaluating insurance applicants to correlate risk and make informed decisions. Successful candidates...SeniorRemote job
$73.5k - $131.25k
JOB DESCRIPTION The Tax Senior, Customs & International Trade is responsible for utilizing basic research skills and applying their educational... ...trade issues and opportunities. This role provides advice to clients in a variety of industries on import and export matters. Job...SeniorWork at office$16.9 per hour
...tools to drive more transparent customer communication, deeper... ...proven track record of meeting client expectations while achieving... ..., lead generation team We underwrite and fund our loans as a Direct... ...Banker A full spectrum of lending options that includes conventional...SeniorWork experience placement$103k - $141k
...do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a... ...Join us!Job Description:This job is responsible for supporting credit underwriting and monitoring for new and existing clients in partnership...Full timeWork at officeFlexible hoursDay shift- Mercer Advisors is seeking a Managing Partner, Estate Planning - Regis to lead and grow a dedicated UHNW estate planning practice. This senior role requires technical authority, strategic leadership, and the ability to design sophisticated multi-generational estate plans...Senior
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