Senior Credit Underwriter: Private Wealth Lending Leader
NACBA
NACBA in Charlotte, North Carolina, is looking for a Sr Credit Underwriter responsible for credit underwriting new and existing clients. This role manages transactions of moderate to high complexity and evaluates risks while ensuring compliance with policies. The ideal candidate will have 8+ years in private wealth management credit and strong financial analysis skills. This position offers professional growth opportunities in a supportive environment with competitive compensation. #J-18808-Ljbffr NACBA
$98k - $162.5k
...responsibilities include documenting credit analysis, independently... ...performance. The Senior Credit Underwriter (SCU) partners closely... ...and expand custom lending relationships with strategic wealth clients. This role... ...unsecured, insurance, private equity, and subscription...SeniorPrivateShift workDay shift- ...Senior Credit Underwriter - Custom Lending - Global Wealth & Investment Management Charlotte, North Carolina;Chicago, Illinois; Atlanta, Georgia; Dallas, Texas... ...art, hedge fund, yacht, unsecured, insurance, private equity, and subscription-finance facilities Synthesize...SeniorPrivateWork at officeShift workDay shift
$98k - $162.5k
...Description This job is responsible for credit underwriting new and existing clients in partnership with a private bank credit team. Key... ...requirements. The Global Wealth Investment Management‑Sr Credit... ...goal of developing new custom lending relationships with strategic wealth...SeniorPrivateBank staffWork at officeShift workDay shift- ...responsible for supporting credit underwriting and monitoring for new... ...GWIM Securities Based Lending Custom Credit Underwriter II (CUII) / Senior Credit Underwriter (... ...with strategic wealth clients. This role supports... ...of commercial and/or private wealth management credit...SeniorPrivateShift workDay shift
- ...Senior Credit Underwriter / Credit Underwriter II - Global Wealth & Investment Management Charlotte, North Carolina;Saint Louis... .... The GWIM Securities Based Lending Custom Credit Underwriter II (... ...5+ years of commercial and/or private wealth management credit experience...SeniorPrivateWork at officeShift workDay shift
- ...responsible for supporting credit underwriting and monitoring for new... ...GWIM Securities Based Lending Custom Credit Underwriter II (CUII) / Senior Credit Underwriter (... ...with strategic wealth clients. This role supports... ...of commercial and/or private wealth management credit...SeniorPrivateWork at officeShift workDay shift
- Bank of America seeks a Custom Credit Underwriter II/Senior Credit Underwriter in Charlotte, NC. This vital position involves managing complex credit relationships and performing detailed financial analyses for ultra-high net worth clients. Responsibilities include leading...SeniorFull time
- ...than a financial services leader - we’re a global trailblazer... ...Wells Fargo is seeking an Underwriter in Specialty Credit Services as part of Consumer Banking and Lending. Wells Fargo is seeking an... .... Understanding of private banking, wealth management, or affluent customer...PrivateFull timeWork experience placementWork at officeRelocation package
- ...impact. Join us! Extends credit to and monitors loan portfolios... ...clients. Works closely with private banking relationship managers... ...experience. Performs all underwriting tasks for custom mortgage loan... ...net worth clients of Global Wealth and Investment Management (GWIM...SeniorPrivateWork at officeFlexible hoursShift workDay shift
$139k - $239k
...seeking a Lead Asset Based Lending Underwriter for the Channel... ...working capital lines of credit and accounts... ...Underwriter will partner with Senior Management, Relationship... ...for public and private companies, including sponsor... ...Investment Banking, and Wealth & Investment...PrivateFull timeWork experience placement- ...institution in Charlotte is seeking an experienced Private Banker to provide exceptional advice to wealthy families on managing their wealth. The ideal candidate will possess over six... ...leverage your expertise in investments, credit, and banking to deliver tailored solutions...SeniorPrivate
- First Citizens in Charlotte seeks a Private Banker to provide comprehensive banking solutions for high net worth clients. You will manage a diverse portfolio, focusing on credit and wealth management while collaborating with wealth partners to enhance client experiences...SeniorPrivate
- Daimler Truck North America is seeking a Senior Commercial Credit Underwriter to lead credit underwriting assessments for commercial fleet clients. This central role supports profitable portfolio growth while blending financial analysis with credit risk management, mentoring...Senior
$119k - $206k
...Lead Wealth Underwriter At Wells Fargo, we are looking for talented people... ...their clients. Banking, Lending & Trust (BL&T) unlocks... ...Analyze complex financial and credit information for law firms according... ...candidate will partner with Private Banker and Regional...PrivateWork experience placement- Regions Bank is looking for a Business Capital Underwriter to lead the credit analysis and underwriting for corporate loans. This role involves collaborating with various banking functions and ensuring the credit process is executed thoroughly. The ideal candidate will...Senior
- Inside the Role We are seeking a Senior Commercial Credit Underwriter to lead complex credit underwriting assessments for commercial fleet and dealer... ...credit underwriting in fleet, dealer, or collateral-based lending environments. Experience in accounting, dealership...SeniorTemporary workFor contractorsWork at officeLocal areaRemote workWorldwideRelocationRelocation package
- Morgan Stanley seeks a Director of Investments to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. This position focuses on helping clients achieve investment goals through strategic oversight and policy development. Applicants...SeniorPrivate
$86.25k - $172.5k
...Fairygodboss is seeking a skilled professional to support credit analysis and decision-making processes. The successful candidate will manage complex transactions, ensure regulatory compliance, and enhance internal credit processes. A Bachelor's degree and 5+ years in...Senior- ...Greater Cincinnati has an opening for a Private Wealth Advisor (PWA). This is an exclusive opportunity... ...estate planning, investments, banking, credit, real estate, insurance, charitable... ...region, with a title such as a PWA, Senior Wealth Manager, Private Client Advisor,...PrivateTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
- A leading global insurance provider is seeking a Senior Underwriter for their Surety Business Unit in Charlotte, NC. The role involves evaluating risk through submission reviews and financial analyses, maintaining strong producer relationships, and adhering to underwriting...Senior
- ...Senior Credit Analyst Renovo Financial is a rapidly-growing Chicago-based private lender serving real estate investors who acquire and renovate single and multi-family residential... ...-hand credit resource for Renovo's VP of Lending. Their primary responsibility is to assist...SeniorPrivateWork at office
- Job Overview A law firm seeks a mid to senior level associate to join its Fund Finance... ...of experience in secured and unsecured lending transactions, including fund financings... ...experience in fund finance and leverage finance/private credit. Solid law school academic credentials....SeniorPrivateRemote work
$111.61k - $131.3k
...Commercial Real Estate Senior Underwriter U.S. Bank's Housing Capital group... ...portfolio of large private and regional homebuilders. Housing... ...work autonomously, apply sound credit judgment, and serve as a... ...or more years of commercial lending experience Preferred Skills...SeniorPrivateTemporary workWork at officeLocal area3 days per week- ...high-value client relationships? As a Wealth Management Private Banker , you'll be at the forefront of... ...investment management, wealth planning, credit, and banking needs. Relationship... ...and commercial credit structuring and lending practices. Proven track record in business...PrivateFull timeLocal areaRemote work
- ...cashflow. Work closely with Credit Strategy and Product teams to refine lending frameworks, scoring... ...projects that shape how we underwrite, fund and support... ...and recommendations to senior stakeholders How You'll... ...Protection Stay covered with private healthcare, life insurance...SeniorPrivateWork at officeRemote workWorldwideFlexible hours3 days per week
$175k - $200k
Senior Investment Specialist, AssetMark Investment Solutions... ...:**Assetmark Wealth Services develops innovative... ...platform to include private markets strategies alongside... ...needs.* Be a thought leader for private markets on... ...knowledge of private credit, private real estate, private...SeniorPrivateRemote workFlexible hours$84.15k
Job Description At Regions, the Private Wealth Management Credit Portfolio Manager is responsible for analyzing, underwriting, and negotiating credit decisions for standards Private... ...requests submitted by Private Wealth and Lending Advisors. This position will serve on the...PrivateFull timeFlexible hours- ...Relationship Manager Senior Job Category: Commercial Lending Summary... ...relationships. Ensure credit quality and risks are... ...structure, pricing, underwriting & closing documentation... ...offer commercial, private banking, consumer, small business, wealth and trust...SeniorPrivateLocal area
$148.5k - $174.7k
...Commercial Real Estate Senior Underwriter The Commercial Real Estate Senior Underwriter manages... ...timeliness and accuracy of all credit actions, by providing guidance on credit... ...experience Ten or more years of commercial lending experience Preferred Skills &...SeniorTemporary workWork experience placementWork at office3 days per week- ...their goals. Our credit team manages credit... ...risk activities for lending products including... ...Loan Refinance, Private Student Loan, Personal... ...pre‑screen and underwriting strategies. Lead... ...Serve as an inspired leader in a rapidly... ...business partners and senior management. High motivation...PrivateWork experience placementWork at office
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