Senior Private Wealth Credit Underwriter
Bok Financial
BOK Financial is seeking a Credit Specialist III in Private Wealth Underwriting to underwrite large, complex financial/credit transactions and make informed credit recommendations. This role emphasizes rigorous analysis and adherence to the bank's loan policies, with a collaborative team across multiple locations. The position involves underwriting, risk assessment, and timely decision making to support Private Wealth Bankers and clients across multi-state markets. #J-18808-Ljbffr BOK Financial
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Private Wealth Credit Underwriter in Dallas, TX vacancy
$89k - $175k
...responsibilities include documenting credit analysis, independently... ...portfolio performance.The Senior Credit Underwriter/Credit Underwriter II (SCU/... ...with strategic wealth clients. This role supports... ...yacht, unsecured, insurance, private equity, and subscription‑finance...SeniorPrivateFull timeWork at officeFlexible hoursDay shift- BOK Financial Corporation in Dallas seeks a Private Wealth Credit Specialist III to underwrite large, complex credit transactions within Private Wealth, delivering sound recommendations. You will apply formal credit training, mentor teammates, and partner with Private...SeniorPrivate
$119k - $224k
...wellsfargojobs.com) Wells Fargo is seeking a Lead Wealth Underwriter in the Banking, Lending, & Trust's (BL&T) center... ...Investments Financing team providing custom credit solutions focused on credit delivery to Private Capital and Hedge Fund Managers, as well as to family...PrivateFull timeWork experience placement- ...headquartered in Dallas, seeks a Sr. Portfolio Manager to own the underwriting process for the Private Wealth line, working with Analysts, Associates, and... ...monitoring portfolio quality, coordinating with Credit and Lines of Business, and providing efficient client...SeniorPrivate
- A leading insurtech company seeks a Senior Underwriter in Dallas, Texas. This role involves risk... ...contract with competitive benefits, including private healthcare and employee share options.... ...us to help shape the future of B2B credit insurance. #J-18808-Ljbffr Story...SeniorPrivatePermanent employmentContract work
- Leon Financial, LLC is seeking a Senior Underwriter, Real Estate Credit to anchor the underwriting function of its growing commercial real estate (CRE... ...the underwriting or credit team of an agency lender, a private real estate debt fund, a bank or life company CRE...SeniorPrivateImmediate start
- About us Globalfintech transforming B2B credit insurance (website) Named as the #1... ...across 32 countries About the role The Senior Underwriter is accountable for risk evaluation and... ...candidate Company benefits 25 days’ holiday Private healthcare Private pension £100/$140...SeniorPrivatePermanent employmentContract work
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated... ...fitness and criminal background standards. A current credit report will be used to assess your financial responsibility...SeniorPrivateFull timeWork experience placementWork at office
- ...Senior Private Wealth Banker Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth... ...significant amounts of both secured and unsecured funds and/or credit secured which have the highest visibility and are the most...SeniorPrivateLocal area
$91k - $150k
...Market, Business Banking, HENFP, CREB, HSTR. DFS, and GWIM underwriting, structuring and approving credit actions for new Treasury Management and Card credit... ...Estate Banking, Dealer Financial Services, Global Wealth Investment Management) underwriting and credit analysis...SeniorFull timeWork experience placementWork at officeFlexible hoursDay shift- Our ImpactAcross Asset & Wealth Management (AWM), Goldman Sachs empowers... ...lending solutions. Within AWM, the Private Bank delivers competitive... ...private holdings. Your ImpactThe Underwriting Vice President serves as a senior credit professional responsible for leading...PrivateWorldwide
- ...ImpactWealth Management Across Wealth Management, Goldman... ...design.Goldman Sachs Private BankGoldman Sachs... ...Bank, USA. Your ImpactThe Underwriting Associate plays a critical... ...the Private Bank’s credit delivery model. Working closely with Senior Underwriters, Originators...Private
- Bank of America is seeking a Senior Credit Underwriter or Credit Underwriter II to assess risk and analyze repayment capacity for ultra-high-net... ...clients, including individuals, family offices, trusts, and wealth entities. You will prepare comprehensive financial analyses...Senior
- Goldman Sachs Dallas is seeking a Wealth Management Professional to deliver world‑class financial guidance to ultra‑high net worth clients... ...' global resources to meet complex needs. You will work with Private Wealth Advisors to onboard clients, manage liquidity, and...SeniorPrivate
- ...Interest: Commercial Banking, Corporate; Commercial Credit Analyst; Commercial Credit Underwriter Pay Transparency Salary Range: Not Available... ...NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill...PrivateWork at office
- ...Allworth Financial is seeking a Senior Wealth Planner to provide sophisticated planning for high-net-worth clients and families. The role... ...and multigenerational wealth stewardship, collaborating with Private Wealth Strategies and Advisors to deliver a seamless, high-touch...SeniorPrivate
- ...leading financial institution is seeking a talented individual for a Private Banking role in Dallas, Texas. The successful candidate will manage client relationships, provide strategic advice on wealth and investment management, and uphold the highest standards of...SeniorPrivate
- Goldman Sachs is seeking Wealth Management Professionals for our Private Wealth Management team in Dallas. You will build deep client relationships, oversee asset movements, and deliver comprehensive wealth solutions including estate planning and tax concepts. You will...SeniorPrivate
- Jobtailor seeks an experienced Private Wealth Manager in Dallas to lead investment relationships and assets in alignment with client objectives. You will focus on client retention and drive Net Portfolio growth while collaborating with PWM teams. Ideal candidates have...SeniorPrivate
- Our ImpactAcross Asset & Wealth Management (AWM), Goldman Sachs empowers... ...solutions. Within AWM, the Private Bank delivers competitive... ...holdings. Your ImpactThe Underwriting Analyst is an early-career role... ...aspects of the Private Bank’s credit underwriting process. Analysts...PrivateWorldwide
- JPMorganChase in Dallas is seeking a Private Banker to manage and advise clients on their wealth. The role involves generating business results and providing interdisciplinary expertise while ensuring an exceptional client experience. Candidates must have a Bachelor's degree...SeniorPrivate
- UMB Bank’s Private Wealth Management division seeks a Senior Investment Strategist to work directly with high-net-worth clients to craft custom investment solutions within our disciplined investment process and asset-allocation framework. You will oversee discretionary...SeniorPrivate
- Morgan Stanley Private Bank, National Association seeks a Sr. Underwriter in mortgage lending to assess complex income scenarios and high-net-worth borrowers. The... ..., and collaboration with partners across Wealth Management. Located in Coppell, Tempe, or anywhere...SeniorPrivate
- Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations. You will own and grow a book of client relationships, delivering personalized wealth strategies built on planning, tax and...SeniorPrivate
- Allworth Financial seeks a Senior Wealth Planner to deliver customized, technically sophisticated planning for high-net-worth clients and... ...strategies, and multigenerational wealth planning, collaborating with Private Wealth Strategies leadership to ensure a seamless, high-touch...SeniorPrivate
- A leading financial institution in Dallas is seeking a Private Banker - Managing Director to provide exceptional wealth management services. The role involves advising high-net-worth families on investments and financial planning while managing client relationships. Candidates...SeniorPrivate
- ...The Goldman Sachs Group is seeking an Underwriting Associate for Goldman Sachs Private Bank in Dallas. You will prepare underwriting analyses, draft credit memos, and coordinate transaction... ...collaboration, offering a path toward senior underwriting roles within our...Private
$87.4k - $144.4k
...Financial Analyst/Surety Underwriter Join to apply for the... ...bonds to public and private owners of construction... ...programs please visit 0 Seniority level Seniority level... ...(Class of 2026) Credit Risk and Analysis | Analyst... ...0 2 weeks ago Asset & Wealth Management, Fund...PrivateFull timeFor contractorsLocal area- ...Senior Private Banker Make banking a Fifth Third better® We connect... ...IM&T, Brokerage, Insurance, Wealth Planning, and Equity Risk Management... .... Utilizes lending and credit expertise to deliver... ...organizational levels. Strong credit, underwriting, and loan structuring skills...SeniorPrivateWork at office
- KeyBank in Dallas seeks an experienced Commercial Mortgage underwriter focused on affordable housing. You will lead underwriting teams,... ...-conscious deal execution across Fannie Mae, Freddie Mac, and Private Placement programs. The role requires five years of underwriting...SeniorPrivate
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Wealth Credit Underwriter. Be the first to apply!
Related searches
- remote life underwriter Dallas, TX
- energy underwriter Dallas, TX
- risk underwriter Dallas, TX
- group underwriter Dallas, TX
- casualty underwriter Dallas, TX
- executive underwriter Dallas, TX
- underwriter Dallas, TX
- production underwriter Dallas, TX
- remote underwriter Dallas, TX
- personal lines underwriter Dallas, TX


