Senior Underwriter, Ultra-High Net Worth Credit
$98k - $162.5kBank of America ATM
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 worthiness, financial analysis, and ensuring adherence to policies for complex loan products. The position offers a competitive salary range of $98,000 to $162,500 annually, based on experience and skills, with various benefits aimed at supporting employee wellness and growth. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Underwriter, Ultra-High Net Worth Credit in Westlake Village, CA vacancy
$117k - $175k
...responsibilities include documenting credit analysis, independently assessing... ...monitoring portfolio performance.The Senior Credit Underwriter (SCU) partners closely with the Credit... ...to support credit decisions for ultra‑high‑net‑worth clients—including individuals, family...SeniorHigh net worthFull timeWork at officeDay shift- If you are a HNWI Tax Professional, with Manager, Senior Manager or Director Level Experience, give this a... ...of our clients are entrepreneurs, with a net worth of $50M to $500M dollars. This is why having Ultra High Net Worth Individual Tax Planning, Preparation, Review...SeniorHigh net worthWork at officeLocal areaRemote work
- PNC is seeking an Entity Finance Underwriter III in the Real Estate Banking group. The role involves complex entity-level real estate underwriting, with a focus on credit risk, structuring, and portfolio management. Based in a PNC location, this in-office position emphasizes...SeniorWork at office
- PNC is seeking an experienced underwriting professional who can work with minimal supervision to structure loans, assess credit risk, and manage complex portfolios. The role requires delivering accurate offerings and serving as a subject matter expert for asset classes....SeniorWork at office
$140k - $180k
Tax Manager / Senior Manager - High Net Worth Individuals Tax Manager / Senior Manager - High Net Worth Individuals 2 weeks ago Be among the first 2... ....00-$170,000.00 2 weeks ago Senior Tax Manager - Remote - Ultra High Net Worth Individuals Agoura Hills, CA $140,000.00-$1...SeniorHigh net worthFull timeWork at officeLocal areaRemote workWork from home- ...exceptional client service and taxexpertise. ~ Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds,...SeniorHigh net worthTemporary workPrivate practiceWork at officeLocal area
EisnerAmper
Calabasas, CA3 days ago $140k - $185k
...to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving... ...related businesses, trusts, and exempt organizationsLeads teams of seniors and staff accountantsOversees planning and scheduling of...SeniorHigh net worthFull timeWork at officeRemote work$55 - $72.19 per hour
Senior Client Manager (CPA or EA) Specializing in Trust Tax Returns Thousand Oaks, California... ...CPA practice with a 30-year legacy of high-touch service from our light-filled... ...contact for fiduciaries, trustees, and high-net-worth individuals, providing tax expertise and...SeniorHigh net worthHourly payFull timePart timeWork at officeRemote workMonday to Friday$140k - $185k
...to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving... ...need:Has proven experience in leading and supervising a team of seniors and staff accountantsCan learn, teach, and supervise in a...SeniorHigh net worthFull timeWork experience placementWork at officeRemote work$140k - $185k
...to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving... ...technical tax issues and provides solutions Lead and train teams of seniors and staff accountants throughout the engagementEnsure quality...SeniorHigh net worthFull timeWork at officeRemote work- Senior Tax Manager - Partner Track (Thousand Oaks, CA) Location: Thousand Oaks, California... ...and individual tax engagements, ensuring high‑quality, compliant deliverables. Advise... ...held businesses, partnerships, and high‑net‑worth clients. Develop new business: Identify...SeniorHigh net worthWork at office
$104.13k - $175.6k
...line(s) of business, while serving as a senior-level underwriting and distribution partner to agents and... ...to apply appropriate pricing, credits/debits, deductibles, and alternative rating... ...executionDevelop, manage, and optimize a high-performing producer force aligned with...SeniorFull timeWork at officeLocal area$91k - $202.8k
...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...Full timeTemporary workPart timeWork experience placementWork at office$140k - $180k
...services to our clients, including private and public companies, high-net-worth individuals, and family offices. We also specialize in serving... ...you! The Estate/Gift/Trust tax group is seeking a Manager or Senior Manager with a strong background working with high-net-worth...SeniorHigh net worthWork at officeRemote workHome office2 days per week- ..., we can help others reach theirs. Join us and play your part in something special! The primary purpose of this position is to underwrite energy-specific new business and renewals in a profitable manner and according to authority level and established guidelines, and...SeniorFull timeWork at officeLocal areaWork from homeFlexible hours
- Citigroup Inc. in Simi Valley, California is seeking a Senior Analyst in Wealth Relationship Management (Branch) to build deep relationships with affluent and high-net-worth clients, advise on financial planning, and deliver holistic solutions across banking, lending,...SeniorHigh net worth
- ...handling sophisticated matters in litigation, business and real estate. You will work with private companies, investors, trusts, and high-net-worth individuals, manage litigation from start to finish, draft pleadings and negotiate settlements, with hybrid in-office and...SeniorHigh net worthWork at officeRemote work
$85k - $105k
Senior Tax Associate - Fully Remote Salary $85,000 - $105,000 + bonus (up to 20% of salary, paid quarterly) Requirements Bachelor’s or... ...tax returns. Proficiency in CCH Axcess and CCH Engagement. Highly motivated to grow in your career and enjoy working in a fast-paced...SeniorHigh net worthRemote work- ...Chase is seeking a Senior Business Relationship Manager within Consumer & Community Banking to cultivate and manage a portfolio of profitable... ...the firm through sound risk management. The role emphasizes high‑touch client experience, collaboration with partners, and growth...Senior
Fairygodboss
Westlake Village, CA4 days ago - ...Firm Stephen T. Fineman, CPA is a boutique CPA firm serving high-net-worth individuals and closely held businesses, providing tax... ...service. Position Overview We are seeking an experienced Senior Tax Accountant for a full-time, on-site role. This position handles...SeniorHigh net worthFull time
- ...business-purpose mortgage lender, is seeking a detail-oriented Underwriter to assess risk, ensure compliance, and support loan decisions.... ...with remote work options, you will conduct cash flow and credit analysis, identify fraud risks, and collaborate with servicing...Remote job
- JPMorganChase seeks a Business Relationship Manager Senior in California to manage a portfolio of large... ...end-to-end banking solutions. You will build high-touch relationships, advise on deposits, cash management and credit opportunities up to $15M while maintaining risk...Senior
- Premier America Credit Union is seeking a Personal Banker III at the Westlake Branch. This role focuses on establishing and retaining member... ...revenue and member satisfaction. The position requires a High School degree and at least 2 years of branch banking experience...Senior
- AmeriHome Mortgage Company, LLC is seeking an experienced QC Due Diligence Underwriter in Westlake Village, CA. You will audit loans across Fannie Mae, Freddie Mac, FHA/VA/USDA and Non-Agency files to verify investor quality standards and regulatory compliance. You will...Senior
$100k - $160k
...public accounting that are a better match. Seniority level Seniority level Mid-Senior level... ...ago Tax Manager / Senior Manager - High Net Worth Individuals Westlake Village, CA $140,0... ...weeks ago Senior Tax Manager - Remote - Ultra High Net Worth Individuals Agoura Hills...High net worthFull timeWork at officeLocal areaRemote workDistinct | North America
Agoura Hills, CA3 days ago- PrimeLending, a PlainsCapital Company, is recruiting a seasoned Loan Originator to promote our home loan products to realtors, builders, and clients in the Westlake Village area. You will manage the loan process from application to closing, build a local referral network...SeniorLocal area
$135.35k - $183.12k
...patients while transforming your career.Senior Manager Tax Reporting What you will doLet... ...topics such as GILTI, FDII, BEAT, foreign tax credits, Subpart F, Section 986(c), earnings and... ..., biotechnology, life sciences, or high-tech industry is helpful.Key CapabilitiesTechnical...SeniorFull timeLocal areaFlexible hours- Amgen is seeking a Process Development Senior Principal Scientist to lead analytical efforts for late-stage oligonucleotide programs. The role focuses on developing, transferring, and validating analytical methods, shaping control strategies, and guiding cross-functional...Senior
$40.45 per hour
Job Title QC Due Diligence Underwriter Location CA - Westlake Village What You'll Do As a Quality... ...USDA, and Non-Agency loans by reviewing credit, capacity, compliance and collateral... ...Mortgage Quality Control, or a similar field. High school diploma required; Bachelor's...Hourly pay- ...financial planning. You will leverage deep product knowledge and a client-centric approach to deepen relationships and advise on banking, credit and investments. Based in Simi Valley, California, the role requires 5-8 years of experience, FINRA registrations, and the ability...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Underwriter, Ultra-High Net Worth Credit. Be the first to apply!
Related searches
- remote senior business analyst Westlake Village, CA
- senior leadership Westlake Village, CA
- senior grant accountant Westlake Village, CA
- senior manager automotive Westlake Village, CA
- senior magento developer Westlake Village, CA
- senior application administrator Westlake Village, CA
- senior accountant work from home Westlake Village, CA
- senior manager accenture Westlake Village, CA
- remote senior project manager Westlake Village, CA
- senior performance engineer Westlake Village, CA