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
- ...Senior Credit Underwriter - Custom Lending - Global Wealth & Investment Management Saint Louis, Missouri;Chicago, Illinois; Newport Beach, California... ...financial analysis to support credit decisions for ultra-high-net-worth clients-including individuals, family offices,...SeniorHigh net worthWork at officeShift workDay shift
- Bank of America is seeking a Senior Credit Underwriter to assess creditworthiness and perform comprehensive financial analysis for ultra‑high‑net‑worth clients, including family offices and trusts... ...Advisors to expand strategic lending relationships. The position requires...SeniorHigh net worth
- 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...SeniorHigh net worth
$110k - $200k
...for supporting credit underwriting and monitoring for new... ...credit requirements.The Senior Credit Underwriter is... ...documentation for new customers of Bank of America... ...structuring of corporate lending transactionsAn experienced... ...Requirement: High School Diploma / GED /...SeniorFull timeWork at officeFlexible hoursDay shift$159.97k - $188.2k
...to do our best. Helping the customers and businesses we serve to... ...Day One.Job DescriptionThe Senior Credit Underwriter is a key member of the Metals... ...on deep knowledge of C&I lending standards along with Bank’s... ...dialogue with senior leaders.- Highly proficient in Excel, Word,...SeniorFull timeLocal area- ...Newport Beach, California, is seeking a Commercial Real Estate Underwriter to assess credit risk on CRE loan requests and prepare credit... ...and collateral, identify risk factors, and propose mitigants. Senior level opportunities may handle more complex transactions with...Senior
- Bank of America is seeking a Senior Credit Underwriter to evaluate financing opportunities, underwrite credit exposure, and negotiate loan terms for new and existing clients within the Business Capital division. You will lead financial analyses, model scenarios, and coordinate...Senior
$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
- Mercer Advisors seeks a senior leader to head the Regis estate planning practice, guiding a high-level team delivering integrated wealth transfer strategies for ultra-high net worth families. You will act as the firm’s principal technical authority on estate planning, coordinating...SeniorHigh net worth
- Citi Private Bank in Costa Mesa, CA is seeking an Investment Counselor Sr. Lead to manage ultra-high net worth client relationships, provide investment guidance, and grow the practice across currencies and asset classes. You will collaborate with bankers to identify opportunities...SeniorHigh net worth
- ...Advisors is seeking an Estate Planning Director to lead and implement sophisticated estate and wealth transfer strategies for ultra-high-net-worth clients. The role collaborates with wealth advisers and tax experts to ensure seamless execution of wealth plans. The...SeniorHigh net worth
- Bank of America’s Senior Credit Underwriter role in Newport Beach focuses on evaluating financing opportunities, underwriting credit exposure, and negotiating loan documentation for new customers within Bank of America Business Capital (BABC). You will manage client portfolios...Senior
- ...Global Capital Markets trust administration and servicing for high net-worth clients. You will support account relationship managers and... ...client requests and transactions. The role emphasizes strong customer service, analytical ability, and teamwork, with responsibilities...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$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$750 per month
...to do our best. Helping the customers and businesses we serve to make... ...Commercial Real Estate Senior Underwriter manages portfolio risk by ensuring... ...or more years of commercial lending experience Preferred Skills... ...be closed earlier due to high volume of applicants.SummaryLocation...SeniorFull timeWork at officeLocal area3 days per week- 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
- 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
$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$200.72k - $301.08k
...negotiate internally, often at a senior level. Developed... ...areas and occasional external customers. Accountable for significant... ...investment strategies, banking and lending, trust and specialized... ...business needs of over 10,000 ultra-high net worth clients around the world. The...High net worthFull timeLocal area$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
- ...Kind Lending is seeking a Senior Non-QM Underwriter to drive informed credit decisions and efficient loan evaluation. You will assess income types, review... ...experience with mortgage technology solutions. A collaborative, high-volume environment awaits. #J-18808-Ljbffr...SeniorRemote work
- ...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
- ...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
$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
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