Senior Credit Underwriter for Complex Wealth Lending
Bank of America Financial Center
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 credit analysis processes, collaborating with various teams, and ensuring compliance with guidelines. Candidates should possess 3-5 years of relevant experience and strong skills in financial analysis, negotiation, and communication. This role is full-time with a focus on credit underwriting and managing a diverse portfolio. #J-18808-Ljbffr Bank of America
$98k - $162.5k
...justification for moderately complex/complex transactions... ...include documenting credit analysis, independently... ...portfolio performance. The Senior Credit Underwriter (SCU) partners closely... ...and expand custom lending relationships with strategic wealth clients. This role supports...SeniorShift workDay shift- ...Senior Credit Underwriter - Custom Lending - Global Wealth & Investment Management Charlotte, North Carolina;Chicago, Illinois; Atlanta, Georgia; Dallas, Texas... ...transaction justification for moderately complex/complex transactions with limited oversight. Key responsibilities...SeniorWork at officeShift workDay shift
$98k - $162.5k
...This job is responsible for credit underwriting new and existing clients in... ...portfolios of moderate to high complexity, completing and reviewing... ...credit requirements. The Global Wealth Investment Management‑Sr... ...goal of developing new custom lending relationships with strategic...SeniorBank staffWork at officeShift workDay shift- ...Senior Credit Underwriter / Credit Underwriter II - Global Wealth & Investment Management Charlotte, North Carolina;Saint... ...include independently managing low-complexity transactions or portfolios,... ...The GWIM Securities Based Lending Custom Credit Underwriter II (...SeniorWork at officeShift workDay shift
- ...responsible for supporting credit underwriting and monitoring for new... ...managing low‑complexity transactions or portfolios... ...GWIM Securities Based Lending Custom Credit Underwriter II (CUII) / Senior Credit Underwriter (SCU... ...with strategic wealth clients. This role supports...SeniorShift workDay shift
- ...responsible for supporting credit underwriting and monitoring for new... ...managing low-complexity transactions or portfolios... ...GWIM Securities Based Lending Custom Credit Underwriter II (CUII) / Senior Credit Underwriter (SCU... ...with strategic wealth clients. This role supports...SeniorWork at officeShift workDay shift
- ...role: Wells Fargo is seeking an Underwriter in Specialty Credit Services as part of Consumer Banking and Lending. Wells Fargo is seeking an... ...Underwriter, you will evaluate complex consumer credit requests from... ...of private banking, wealth management, or affluent customer...Full timeWork experience placementWork at officeRelocation package
- ...impact. Join us! Extends credit to and monitors loan portfolios... ...experience. Performs all underwriting tasks for custom mortgage loan... ...net worth clients of Global Wealth and Investment Management (GWIM... ...Analysis Analyze and spread complex personal financial information...SeniorWork at officeFlexible hoursShift workDay shift
$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- Daimler Truck North America LLC. is seeking a Senior Commercial Credit Underwriter in Charlotte, NC. This role focuses on leading complex credit underwriting assessments for commercial fleet and dealer finance clients across North America. The position involves high-level...Senior
$84k - $115k
...considerations. Description Position Summary: The Senior Underwriter is responsible for evaluating and... ...managers. Essential Functions Handle complex underwriting decisions requiring senior... ...clear understanding of compliance and lending guidelines, particularly with those...SeniorRemote workFlexible hoursShift work- ...SUMMARY The Commercial Underwriter performs foundational credit analysis on standard to moderate... ...with guidance from senior underwriting staff. The Commercial... ...works directly with lending professionals such as our... ...repayment capacity, and complex individual tax returns....Work at office
$73k - $149k
...Job Description Supports credit underwriting and monitoring for new and existing clients. Independently manages low‑complexity transactions or portfolios, completing and reviewing credit... ...memos for annual renewals and new lending opportunities. Evaluates qualitative and...Work at officeShift 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... ..., and closing of complex transactions with well... ...Investment Banking, and Wealth & Investment Management...Full timeWork experience placement- .... It all begins with you. Wealth & Investment Management (WIM... ...their clients. Banking, Lending & Trust (BL&T) unlocks access... ...is seeking a Lead Wealth Underwriter for the Legal Specialty... ...this role, you will: Analyze complex financial and credit information for law firms...Full timeWork experience placement
- 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
- ...Position Title:** Business Banking Underwriter 2**Business Unit:** Credit**Reports to:** Business Banking Underwriting... ...on loans/portfolios of medium complexity as the incumbent’s work requires... ...data to aid in the quality of lending decisions.Develops a personal program...Bank staffWork at office
- ...lead a team, prioritize tasks, and drive continuous improvement initiatives. Ideal candidates have a strong background in Commercial Lending, excellent communication skills, and proficiency in Microsoft Office applications. Join a dynamic team dedicated to excellence and...SeniorWork at office
- ...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. The ideal candidate will have at least 8...Senior
- ...Senior Production Underwriter Specializing In Wholesale Excess & Surplus Casualty As a Senior Production Underwriter specializing in Wholesale... ...exercising sound judgment and analytical rigor to assess and price complex risks. This role requires making data-driven decisions...SeniorLocal area
$62.7k - $94.62k
...Functions and Responsibilities Evaluates and underwrites new and renewal business in accordance... ...insurance regulations. Evaluates complex policy renewals and modifications, identifying... ...and tools is beneficial. Viewed as a senior resource on the Underwriting team....SeniorFull timePart timeWork at officeRemote work- U.S. Bank is seeking a Commercial Real Estate Senior Underwriter to manage a specialized portfolio supporting homebuilders... ...involves comprehensive financial analysis and credit underwriting, requiring experience in commercial lending and homebuilder transactions. The successful...Senior
$148.5k - $174.7k
...Commercial Real Estate Senior Underwriter The Commercial Real Estate... ...timeliness and accuracy of all credit actions, by providing... ...drivers, construction, technical complexities, and resiliency metrics... ...or more years of commercial lending experience Preferred Skills...SeniorTemporary workWork experience placementWork at office3 days per week- ...**Sompo has a unique opportunity for **Senior Underwriter in our Surety Business Unit.****Location... ...a bond.* Analyze financial statements, credit reports, and other relevant financial... ...expertise to help simplify and resolve your complex challenges. Because when you choose...SeniorFull timeWork at officeLocal areaWorldwideFlexible hoursNight shift
- ...barriers in building wealth. At the core of what Self... ...files for final underwriting, and conducting quality... ...needed. Troubleshooting complex documentation issues.... ...verification of employment, credit, mortgage, and payoffs... ...knowledge of mortgage lending process, requirements,...Senior
$87k - $200k
...Bank Of America Credit Underwriter At Bank of America, we are guided by a common purpose to help... ...justification for moderately complex/complex transactions with limited oversight... ...with prescreening new opportunities with senior management. This position can be filled...SeniorWork at officeFlexible hoursShift workDay shift$170.26k - $200.3k
...Credit Portfolio Manager The Credit Portfolio Manager partners with assigned Relationship Manager(s) to successfully manage Corporate... ...credit account relationships. Grows revenue as directed by senior management by successfully closing new business relationships and...SeniorTemporary work$111.61k - $131.3k
...Commercial Real Estate Senior Underwriter U.S. Bank's Housing Capital group... ...autonomously, apply sound credit judgment, and serve as a... ...or more years of commercial lending experience Preferred Skills... ...independently underwrite and manage complex CRE transactions Strong...SeniorTemporary workWork at officeLocal area3 days per week$43.75 - $70 per hour
...Commercial Credit Underwriter III Work Location: Mount Pleasant, South Carolina, United States... ...loan applications while following sound lending practices, policies and procedures. The... ...for basic financial analysis of less complex loans/industries/Customers. Depth &...Work at officeWork from homeFlexible hours- ...Senior Vice President, Asset Based Lending About the Company Progressive banking institution specializing in asset-based lending Industry... ...policies and budget objectives in addition to handling complex loans, such as participations. Functions ~ Finance...Senior
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