Senior UHNW Private Wealth Credit Underwriter
$98k - $162.5kNACBA
NACBA is seeking a Senior Credit Underwriter in Westlake Village, CA, to perform risk assessment and document credit analysis for ultra-high-net-worth clients. The candidate will partner with Credit Advisors to deliver tailored lending solutions while managing a complex portfolio. With over 10 years of relevant experience, strong financial analysis and communication skills are crucial. This full-time position offers a salary range from $98,000 to $162,500 annually, along with generous benefits and growth opportunities. #J-18808-Ljbffr NACBA
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior UHNW Private Wealth Credit Underwriter in Westlake Village, CA vacancy
$98k - $162.5k
...responsibilities include documenting credit analysis, independently... ...portfolio performance. The Senior Credit Underwriter (SCU) partners closely with... ...with strategic wealth clients. This role supports... ...yacht, unsecured, insurance, private equity, and subscription‑finance...SeniorPrivateWork at officeShift workDay shiftNACBA
Westlake Village, CA2 days ago- ...Senior Credit Underwriter - Custom Lending - Global Wealth & Investment Management Saint Louis, Missouri;Chicago, Illinois; Westlake Village, California... ...fine art, hedge fund, yacht, unsecured, insurance, private equity, and subscription‑finance facilities Synthesize...SeniorPrivateWork at officeShift workDay shift
Bank of America
Thousand Oaks, CA1 day ago $98k - $162.5k
A leading financial institution located in Westlake Village is seeking a Senior Credit Underwriter. This role demands 10+ years of experience in commercial or private wealth management, focusing on ultra-high-net-worth clients. Responsibilities include evaluating credit...SeniorPrivate$98k - $162.5k
Bank of America is seeking a Senior Credit Underwriter in Westlake Village, California, responsible for performing risk assessments and documenting credit analyses. You will partner with Credit Advisors to develop lending relationships with ultra-high-net-worth clients....Senior$86.25k - $172.5k
...Fairygodboss is seeking qualified candidates for a role focused on credit structuring. The position entails preparing offerings for complex transactions while ensuring compliance with internal policies and external regulations. The ideal candidate should possess a Bachelor...SeniorFairygodboss
Calabasas, CA1 day ago$86.25k - $172.5k
...with internal/external customers. Provides recommendations for credit structuring. Serves as subject matter expert for certain asset... ...assigned portfolio. Coaches and/or reviews the work of other underwriters and fills in for manager as required. Contacts internal/external...SeniorFull timeTemporary workPart timeWork experience placement- ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... ...of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small...
- One Capital Management, LLC seeks an experienced Controller to lead the Wealth Management accounting team in Westlake Village, CA. You will oversee financial reporting, close processes, and client billing, ensuring accuracy and compliance with US GAAP. You will build a...Senior
- ...includes managing loan offerings and developing comprehensive reporting and analytics to enhance trading efficiency. Join a dynamic environment that values collaboration and innovation in the mortgage industry. #J-18808-Ljbffr Private National Mortgage Acceptance Company, LLCSeniorPrivate
- ...Management, LLC is seeking an Analyst to support the Wealth Management Group. The Associate will work with senior investment professionals to build capital asset... ...and support the firm’s planning capabilities for private clients and foundations. #J-18808-Ljbffr Valid8 Financial...
$65k - $100k
Private National Mortgage Acceptance Company, LLC, is seeking a SOX Senior Analyst to assist in defining control objectives and monitoring compliance with SOX regulations. You will interact with process owners and auditors, preparing reports and assessments. Candidates...SeniorPrivate$110k - $125k
...Century Group is partnering with a client who is seeking a Senior Cost Accountant to join their team. Exact compensation may vary based... ...in accounting or Finance. 5+ years' experience of public or private industry cost accounting. Proficient with Microsoft Office,...SeniorPrivateWork at officeCentury Group
Thousand Oaks, CA3 days ago- BCG Attorney Search is seeking a Senior Employment Law Attorney in Westlake Village, CA. The ideal candidate should have over eight years of experience in the Private Attorneys General Act (PAGA) along with a strong background in employment litigation and defense. The role...SeniorPrivateRemote job
- Private National Mortgage Acceptance Company, LLC is seeking a Scrum Master in Westlake Village, California. The role focuses on Agile enablement and team coaching to enhance the efficiency of software development teams. Applicants should have over 3 years of experience...SeniorPrivate
- J.P. Morgan Wealth Management - Private Client Advisor - Thousand Oaks / Simi Valley, CA Locations: Thousand Oaks, CA; Simi Valley, CA. Schedule: Full time. At J.P. Morgan Chase we are committed to helping our clients, employees, and community through excellent service...Full time
- A leading accounting firm in California is seeking a Tax Senior Manager to oversee tax planning and compliance for ultra-high net worth clients. This role includes supervising a team and fostering client relationships while operating in a hybrid work environment. The ideal...Senior
$70k - $90k
Area of Interest: Private Client, Wealth Management Company Description: One Capital Management, LLC ("OCM") is a leading global wealth management... ...firm’s growth by supporting the Wealth Management Group’s senior professionals. This position is designed for a candidate...Flexible hours- Job Overview A law firm seeks a Senior Employment Law Attorney in Westlake Village, CA, with over eight years of experience in the Private Attorneys General Act (PAGA). The ideal candidate will have a strong background in employment litigation and defense, with expertise...SeniorPrivateCasual workRemote workFlexible hours
- ...you need to succeed and the autonomy to reach your goals. We are seeking a Senior Fund Accountant to join our Real Estate Systems Implementation Group (RESIG), the largest real estate private equity fund administrator by funds administered. We are looking for someone...SeniorPrivateLocal area
EisnerAmper
Calabasas, CA3 days ago $70k - $75k
...footprint. Anchor Loans, established in 1998, is the nation’s leading private, direct lender to experienced residential real estate investors... ...high‑risk issues to Servicing Management, Asset Management, or Credit as appropriate. Reporting & Controls Prepare regular reporting...PrivateWork at officeRemote workMonday to Friday- ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. The role offers a hybrid working model with flexible office location. Responsibilities Supervise a team, foster strong client relationships, and contribute to business development...SeniorPrivatePrivate practiceWork at officeLocal areaFlexible hours
EisnerAmper
Calabasas, CA8 hours ago - A leading financial services firm is seeking a Private Client Advisor in Thousand Oaks, CA to offer personalized financial planning and investment advice to clients. Ideal candidates will have at least 2 years of experience in financial services and a commitment to client...
- A leading financial services firm in California is seeking a Financial Advisor to build client relationships and deliver expert investment solutions. Ideal candidates have at least two years of relevant experience, possess required certifications, and demonstrate a passion...
$140k - $180k
...Advisory, and Business Management services to our clients, including private and public companies, high-net-worth individuals, and family... ...you! The Estate/Gift/Trust tax group is seeking a Manager or Senior Manager with a strong background working with high-net-worth...SeniorPrivateWork at officeRemote workHome office2 days per week- ...Senior Fund Accountant At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make... ...Systems Implementation Group (RESIG), the largest real estate private equity fund administrator by funds administered. We are seeking...SeniorPrivateLocal area
EisnerAmper
Calabasas, CA3 days ago - Seeking an Employment Law Senior Attorney with 8+ years of experience in the Private Attorneys General Act (PAGA). Job Competencies Must have a well-established... ...(UPTO) for Attorneys Eligible Attorneys get 70 Credit Hours offered once per calendar year to take a vacation...SeniorPrivateCasual workWork at officeFlexible hours
- J.P. Morgan in Thousand Oaks is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions to individuals and families. The role includes building strong client relationships and delivering personalized investment strategies. The...
- Fairygodboss is seeking a Financial Advisor in Thousand Oaks, California, to build client relationships and provide personalized investment solutions. Successful candidates will focus on relationship management rather than portfolio management and possess the necessary ...
$140k - $180k
Tax Manager / Senior Manager - High Net Worth Individuals Tax Manager / Senior Manager - High Net Worth Individuals 2 weeks ago Be among... ...and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family...SeniorPrivateFull timeWork at officeLocal areaRemote workWork from home$65k - $105k
Job Summary We are seeking a Senior Bookkeeper for a direct hire opportunity with a boutique accounting and business management firm in... ...business management clients, including ongoing bookkeeping, bill pay, credit card activity, and account maintenance. Enter and pay bills,...SeniorWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior UHNW Private Wealth Credit Underwriter. Be the first to apply!
Related searches
- senior magento developer Westlake Village, CA
- senior manager pmo Westlake Village, CA
- senior tax Westlake Village, CA
- senior manager legal Westlake Village, CA
- senior human factors engineer Westlake Village, CA
- senior brand strategist Westlake Village, CA
- senior devops cloud engineer Westlake Village, CA
- senior aws cloud engineer Westlake Village, CA
- remote senior project manager Westlake Village, CA
- senior network engineer Westlake Village, CA