Senior Underwriter, Ultra-High-Net-Worth Custom Lending
NACBA
Bank of America is seeking a Senior Credit Underwriter in Newport Beach, CA to assess creditworthiness for ultra‑high‑net‑worth clients and manage a complex loan portfolio. The role emphasizes rigorous financial analysis, deal structuring, and adherence to underwriting standards. The SCU collaborates with Credit Advisors to expand customized lending solutions, ensuring responsible growth and policy compliance across diverse wealth clients, including trusts and specialized entities. #J-18808-Ljbffr NACBA
$117k - $175k
...monitoring portfolio performance.The Senior Credit Underwriter (SCU) partners closely with the... ...Advisor (CA) to develop and expand custom lending relationships with strategic... ...analysis to support credit decisions for ultra‑high‑net‑worth clients—including individuals,...SeniorHigh net worthFull timeWork at officeDay shift- 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...SeniorHigh net worth
$124.36k - $146.3k
...to do our best. Helping the customers and businesses we serve to make... ...Commercial Real Estate Senior Underwriter to support a specialized portfolio... ...or more years of commercial lending experiencePreferred Skills /... ...be closed earlier due to high volume of applicants.Job...SeniorFull timeWork at officeLocal area3 days per week- ...hiring a Credit Advisor to lead the development of new custom credit relationships with ultra-high-net-worth clients and manage a portfolio of existing credit... ...solutions and risk appetite, partnering with Underwriting, Risk, and Portfolio Management to deliver a seamless...SeniorHigh net worth
$28 - $31 per hour
A luxury watch brand is seeking a Senior Client Advisor in Costa Mesa, CA. The successful candidate will achieve sales goals while providing exceptional customer experiences, particularly for ultra-high-net-worth individuals. This role requires a Bachelor's degree, fluency...SeniorHigh net worthHourly pay- ...looking for an Investment Counselor Principal in Costa Mesa, California. This strategic role involves managing relationships with ultra-high net worth clients, providing tailored investment advice, and ensuring compliance with regulations. The ideal candidate will have...SeniorHigh net worth
$126.1k - $253k
...Company team is looking for a dynamic Tax Senior Manager to join our expanding Business... ...Company professional may also support ultra-high net worth individuals and small family offices.... ...advisory and compliance workA customized well-defined career path to match your...SeniorHigh net worthFull timeWork experience placementInternshipPrivate practiceLocal area- Mercer Advisors in Newport Beach, CA seeks a Senior Financial Planner to join our Financial Planning... .... You will work with advisor teams to create customized financial plans and support the client experience for high-net-worth individuals. The role emphasizes detailed,...SeniorHigh net worth
$28 - $31 per hour
Senior Client Advisor - Costa Mesa (Richemont - Roger Dubuis) Location: Costa Mesa... ...achieving sales goals while ensuring the best customer experience. Key Responsibilities To... .... Deliver bespoke experiences for Ultra High Net Worth Individuals (UHNWI) clients to keep...SeniorHigh net worthHourly payLocal areaFlexible hours- Farmers and Merchants Bank of Long Beach is seeking a Lending Specialist in Newport Beach, CA. The role supports loan processing, documentation... ...management across branches with a focus on accuracy and customer service. The position requires adherence to banking regulations...Senior
- Farmers and Merchants Bank of Long Beach in Newport Beach, CA is seeking a Lending Specialist to deliver prompt, high-quality customer service across branches. The role focuses on loan processing, documentation, and portfolio management, with emphasis on accurate, timely...Senior
$163k - $218k
...Are you an experienced casualty underwriter looking to make a meaningful impact in a highly visible production role? Great American... ...partners to deliver exceptional customer service.QualificationsBachelor's... ...underwriting experience:Senior Production Underwriter: Generally...SeniorFull timePart timeSeasonal workWork at officeRemote workNight shift- JPMorgan Chase & Co. is seeking a Senior Home Lending Advisor in Huntington Beach, California. This role involves guiding clients in achieving... .... Join a dynamic team committed to fostering a superior customer experience and enhancing mortgage loan originations through...Senior
- ...industry experience . Our Private Lending Division is rapidly growing and focused... ...We are looking for an experienced Senior Hard Money Underwriter who can independently underwrite complex... ...teams, brokers, and borrowers Highly organized with strong attention to detail...SeniorRemote work
$136k - $165k
...is seeking a Tax-Experienced Manager for Private Client Services. This role involves providing tax compliance and consulting to high net-worth individuals, requiring strong leadership and communication skills. The position entails managing tax engagements, supervising...SeniorHigh net worth- ...Real Estate Portfolio Manager to manage risk and guide credit actions. This role involves overseeing a team, ensuring compliance with lending policies, and streamlining workflows across various departments. The ideal candidate will have a bachelor's degree and extensive...SeniorFlexible hours
- ...Job Description Job Title: Senior Government Underwriter Department: Agency Operations... ...Ensure the highest quality and level of customer satisfaction Resolve Quality Control... ...acceptable quality, and Provide a high level of customer service EDUCATION...SeniorWork at officeRemote work
$140k - $230k
...$230,000 per year. The ideal candidate has a Juris Doctorate and at least 3 years of experience in family law matters such as high net worth divorces, annulments, and custody issues. Exceptional communication, negotiation, and legal research skills are required. Jobot...SeniorHigh net worth- ...seeks an Estate and Tax Planning Associate in Newport Beach, CA, to join a dynamic team providing comprehensive legal solutions to high-net-worth individuals and family offices. The role focuses on advising on estate and tax planning, trust administration, and business...SeniorHigh net worth
- Job Profile:Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding... ...home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan...SeniorWork experience placementLocal areaImmediate startRelocation
$130k - $160.58k
...Title:Vice President, Commercial Underwriter- CommercialLocation:San... ...lines of credit and other Bank lending products. You'll build internal... ...and references for customers, loan officers, or other agencies... ...present a financing request to senior management or Loan Committee...Full time$80k - $135k
The National Black MBA Association is seeking a Credit Underwriter II to manage commercial real estate loan portfolios. This role involves leading credit analysis processes, partnering with internal teams, and conducting thorough monitoring of financial conditions. Applicants...Senior- CalPrivate Bank is looking for a Relationship Manager in Newport Beach, California, to develop and maintain relationships with high-net-worth clients and businesses. This role involves driving portfolio growth and ensuring compliance with internal policies. The ideal candidate...SeniorHigh net worth
- ...We are seeking qualified candidates to join Beacon Pointe as a Senior Financial Planner within the Financial Planning Department in... .... Providing concierge level service to a select group of high-net-worth clients. This entails frequent communication with clients and...SeniorHigh net worthWork at office
$124k - $335k
...privately owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting the... ...careers, now and in the future.As a Senior Manager, you'll work as part of a team... ...such as accessing sensitive company or customer information, handling proprietary assets...SeniorHigh net worthFull timeH1b$77k - $214k
...privately owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting the... ...careers, now and in the future.As a Senior Associate, you'll work as part of a team... ...such as accessing sensitive company or customer information, handling proprietary...SeniorHigh net worthFull timeH1b- A leading mortgage company in Newport Beach is hiring an experienced Non-QM Underwriter to analyze and evaluate loan applications. This role focuses on Non-QM products and requires strong attention to detail, risk assessment skills, and a solid understanding of compliance...Senior
- ...candidate to join Beacon Pointe Advisors as a Senior Financial Planner in our Newport Beach,... ...management, and competency with eMoney Highly organized and able to excel in a fast-... ...institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe...SeniorHigh net worthWork at office
$91k - $321.5k
...tax planning and compliance services to high-net-worth individuals and privately-owned... ...planning guidance to the owners of PwC. As a Senior Manager you are expected to lead large... ...such as accessing sensitive company or customer information, handling proprietary assets...SeniorHigh net worthFull timeH1bRemote work$111.92k - $179.07k
...ones “I can succeed as a Digital Product Senior Associate at Capital Group.”As a... ...wealth management business. PCS serves high-net-worth individuals, trusts, foundations, and endowments... ...points, and business objectives.Gather customer feedback, business metrics, and market...SeniorHigh net worthFull timeTemporary workLocal areaFlexible hours
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