Senior Credit Underwriter: Ultra-High Net Worth Lending
United States Digital Space LLC
United States Digital Space LLC is seeking a Senior Credit Underwriter or Credit Underwriter II to assess and document complex lending requests for ultra-high-net-worth clients. The role involves financial analysis, loan structuring, and collaboration with risk and relationship teams to drive responsible growth. Responsibilities include preparing CAMs, evaluating liquidity and leverage, and ensuring compliance with internal policies and regulatory requirements. #J-18808-Ljbffr United States Digital Space LLC
$62k - $175k
...responsibilities include documenting credit analysis, independently... ...performance. The Senior Credit Underwriter/Credit Underwriter II (SCU... ...develop and expand custom lending relationships with strategic... ...credit decisions for ultra-high-net-worth clients-including individuals...SeniorHigh net worthWork at officeFlexible hoursShift workDay shift- Achieva Credit Union is seeking a Sr. Commercial Lending Underwriter to review and underwrite commercial loan opportunities, structure new loans, modifications, and renewals, and perform annual relationship reviews on loans ranging from $50,000 to over $40 million. You...Senior
- ...Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance Lead the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation Anticipate...SeniorHigh net worth
- ...building relationships with high-net-worth clients and delivering exceptional... ...professional with strong lending expertise, relationship... ...experience. Manage Risk: Review and underwrite loan requests, monitor... ...and deposit business. Formal credit training preferred. Skills:...SeniorHigh net worth
$115k - $145k
...Role Summary Stand is seeking a Wind States Underwriter to own risk selection, pricing, and portfolio management for a high-net-worth personal lines book of business with a strong emphasis on wind-exposed risks. This individual will combine underwriting expertise, creativity...SeniorHigh net worthFull timeTemporary workH1bVisa sponsorshipWork visaFlexible hours- ...Chase & Co. in the U.S. Private Bank seeks an experienced Private Banker to advise high-net-worth families on building, preserving and managing wealth. You’ll use investments, planning, credit, and banking know-how to support current clients and attract new business. You’...SeniorHigh net worthLocal area
- Power Financial Credit Union in Florida is seeking a Sr. Commercial Credit Analyst to support underwriting for complex commercial loans. The role mixes onsite and remote/hybrid work at the Pembroke Pines location, with responsibilities including credit memos, annual reviews...SeniorRemote work
- Position Summary The Sr. Commercial Lending Underwriter reviews and underwrites commercial loan opportunities while supporting the expansion and retention of existing credit relationships. This role includes structuring and underwriting new loans, modifications, and renewals...SeniorWork at officeFlexible hours
$140.14k - $315.52k
## Group Director, Senior Vice PresidentApplylocations: Palm Beach... ...bank targeted Commercial and High Net Worth prospects through customer... ...Finance, or Business Management.* Credit Training Job Competencies: *... ...products/services, including lending and cash management* People...SeniorHigh net worthLocal area- ...financial institution located in New York is seeking a Private Banking Officer to manage relationships with high-net-worth clients. This position requires 8-10 years of lending experience, strong relationship management skills, and a commitment to excellent client service....SeniorHigh net worth
- ...Responsibilities Analyzes, underwrites and may act as the final decision authority on commercial... ...underwriting guidelines Conducts credit investigations and analyzes financial information... ...final credit decision within individual lending authority limits Identifies credit...
- ...New York, NY is seeking a commercial loan underwriter to analyze, underwrite, and may act as... ...with underwriting guidelines, conducting credit investigations and analyzing financial... ...rendering final credit decisions within lending authority limits, while identifying applications...
- CohnReznick LLP in Boca Raton seeks a Senior Associate to join the Family Office team, providing oversight, review, and advisory support for ultra-high-net-worth clients and their related entities. The role emphasizes mentoring, process improvements, and collaboration with...SeniorHigh net worthWork at office3 days per week
- Family Office Growth Partners is seeking a Senior Accountant - Family Office Services to lead accounting and financial reporting for a portfolio of ultra‑high‑net-worth families, trusts, and complex ownership structures, working under senior leadership to deliver sophisticated...SeniorHigh net worthRemote jobWork at office
- ...serving many sophisticated U.S. and international high net worth clients. Position overview: The Managing Director -Senior Private Banker is responsible for originating,... ...relationships with high-net-worth and ultra-high-net-worth clients. This role focuses on providing...SeniorHigh net worthWork at office
- Power Financial Credit Union is an award-winning institution! To name just a few, we... ...are currently searching for a dynamic Senior Commercial Lending Officer who will help provide local... ...or exceeding sales goals. Must possess highly effective communication skills. Must have...SeniorSummer workLocal area
$120k
The Mortgage Lending Officer role is a developing professional role... ...responsible for originating high‑quality residential real estate... ..., debts, cash flow, and credit history. Make an initial assessment... ...from Processors and Underwriters. Work with Processors/Closers...SeniorLocal area- ...Description J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management... ..., liabilities planning, banking & lending solutions, mortgages and digital offerings... ...services, including personal banking, credit cards, mortgages, auto financing, investment...High net worthShift work
- ...Nexia. We currently have an exciting career opportunity for a Senior Associate to join the Family Office team in our Boca Raton... ..., review, and advisory support for complex clients and ultra-high-net-worth families and their related entities, including non-profits,...SeniorHigh net worthWork at office3 days per week
- A financial services firm in the United States is seeking a Tax Senior Associate to manage tax compliance and consulting engagements for high-net-worth clients. You will mentor staff, review complex tax returns, and provide strategic tax planning services. A Bachelor's...SeniorHigh net worth
- ...growth across its Tax, Assurance, and Advisory practices. This senior role focuses on developing client relationships and... ...building skills, alongside an ability to communicate effectively with high-net-worth clients and their advisors. #J-18808-Ljbffr Baker Tilly USSeniorHigh net worth
- ...Brewer Morris in Miami, FL is seeking a Tax Senior Associate to join its Commercial Real Estate tax practice. This role offers exposure... .... CPA licensing or eligibility, plus experience in partnership/corporate/high-net-worth tax, will be considered. #J-18808-Ljbffr...SeniorHigh net worthLocal area
- ...First American is seeking a Commercial Title Officer / Commercial Underwriter to work in a hybrid environment, focusing on commercial real estate transactions. The candidate will perform title searches, analyze records, and provide underwriting support during the deal...Senior
- ...The Hanover Insurance Group is seeking a Senior Underwriting Specialist for Fidelity & Crime to lead underwriting excellence and growth across... ...strategic risk selection, and profitable portfolio management in a high-technical environment. Location-based flexibility includes...SeniorRemote work
- ...We areseekingan experienced and decisive Senior Underwriter to join our team. In this role, you willbe responsible formaking final credit decisions, structuring deals, and managing... ...skills Ability to thrive in a fast-paced, high-volume funding environment Proficient in Excel...SeniorBank staffWork at office
- ...Tax Senior Associate | Top 15 CPA Firm | Miami, FL A Top 15 CPA Firm is actively seeking a Tax Senior Associate to join its growing... ...experience CPA licensed or CPA eligible Partnership, corporate, or high-net-worth tax experience will also be considered This team is actively...SeniorHigh net worthLocal area
- Talley LLP is seeking a Senior Tax Manager responsible for delivering exceptional client service and shaping the strategic direction... ...CA. This hybrid position involves being a trusted advisor to high-net-worth individuals and closely held businesses, focusing on tax compliance...SeniorHigh net worth
- ...Tax Senior Associate | Private Client Services (PCS) Florida Full Time Job Overview As a Tax Senior Associate in our Private Client... ...role in managing tax compliance and consulting engagements for high-net-worth individuals, families, and their related entities. You will...SeniorHigh net worthFull timeWork at officeLocal area
- ...Overview Kaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client, and Private Equity industry-specific) to help lead our... ...tax returns Provide tax planning and compliance services to high net worth and private equity clients Assisting entire Tax practice in resolving...SeniorHigh net worthWork at office
- Northern Trust in the United States seeks a senior investment professional to manage investment activities for a full set of major fee revenue‑producing accounts, including high‑net‑worth personal trusts and large investment portfolios. You will develop and direct programs...SeniorHigh net worth
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