Senior Credit Underwriter, Custom Lending for Ultra-Wealth
Bank of America
Bank of America is seeking a Senior Credit Underwriter to assess risk, perform detailed financial analysis, and document credit decisions for ultra-high-net-worth clients, including individuals, family offices, trusts, and specialized wealth entities, ensuring adherence to underwriting standards. You will partner with Credit Advisors and Relationship Management to structure loans, monitor portfolios, mentor junior underwriters, and deliver clear, well-supported recommendations to open and #J-18808-Ljbffr Bank of America
$117k - $175k
...responsibilities include documenting credit analysis,... ...performance.The Senior Credit Underwriter (SCU) partners closely... ...to develop and expand custom lending relationships with strategic wealth clients. This role supports... ...credit decisions for ultra‑high‑net‑worth clients...SeniorFull timeWork at officeDay shift- Bank of America is seeking a Senior Credit Underwriter in Newport Beach, CA to assess creditworthiness for ultra‑high‑net‑worth clients and... ...Credit Advisors to expand customized lending solutions, ensuring... ...compliance across diverse wealth clients, including trusts...Senior
$124.36k - $146.3k
...to do our best. Helping the customers and businesses we serve to make... ...Commercial Real Estate Senior Underwriter to support a specialized portfolio... ...autonomously, apply sound credit judgment, and serve as a... ...or more years of commercial lending experiencePreferred Skills /...SeniorFull timeWork at officeLocal area3 days per week- ...institution is seeking a Commercial Real Estate Portfolio Manager to manage risk and guide credit actions. This role involves overseeing a team, ensuring compliance with lending policies, and streamlining workflows across various departments. The ideal candidate will have...SeniorFlexible hours
$80k - $135k
The National Black MBA Association is seeking a Credit Underwriter II to manage commercial real estate loan portfolios. This role involves leading credit analysis processes, partnering with internal teams, and conducting thorough monitoring of financial conditions. Applicants...Senior- BMO Financial Group is seeking an experienced commercial banking professional to analyze credit information and support lending decisions for a diverse client portfolio. You will assess repayment capacity, structure loans, and sign off on approvals within policy guidelines...Senior
- Integrity Wealth Management is seeking an experienced Financial Advisor to serve affluent clients with comprehensive financial planning... ...on transparency and long-term stewardship while delivering customized wealth strategies. The role emphasizes holistic planning over product...Senior
- Farmers and Merchants Bank of Long Beach is seeking a Lending Specialist in Newport Beach, CA. The role supports loan processing, documentation... ...management across branches with a focus on accuracy and customer service. The position requires adherence to banking regulations...Senior
$119.77k - $140.9k
...Estate Portfolio Manager (Underwriter) U.S. Bank Job... ...our best. Helping the customers and businesses we serve... ...timeliness and accuracy of all credit actions, provides... ...years of commercial lending experience. Preferred... ...volume of applicants. Seniority Level Mid‑Senior level...Full timeTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- Northern Trust in Newport Beach, CA seeks a senior Relationship Manager to oversee a sophisticated wealth management client base. You will work with clients, their... ...service teams to understand goals and provide customized fiduciary and investment guidance. Candidates bring...Senior
- Mercer Advisors seeks a Wealth Advisor to work in a client-focused, team-centered environment under Wealth Path leadership, supporting... ...client service. The role emphasizes retention, cross-sell into Custom Wealth, onboarding new clients, and SME guidance across investments...Senior
- ...emphasizes autonomy, long-term client relationships, and cross-team collaboration to grow the business. This position requires strong relationship management and credit experience serving real estate clients within a specialized portfolio. #J-18808-Ljbffr BOK FinancialSenior
- Farmers and Merchants Bank of Long Beach in Newport Beach, CA is seeking a Lending Specialist to deliver prompt, high-quality customer service across branches. The role focuses on loan processing, documentation, and portfolio management, with emphasis on accurate, timely...Senior
- Bank of America is hiring a Credit Advisor to lead the development of new custom credit relationships with ultra-high-net-worth clients and manage a portfolio of existing... ...solutions and risk appetite, partnering with Underwriting, Risk, and Portfolio Management to deliver...Senior
$163k - $218k
...sponsorship.Are you an experienced casualty underwriter looking to make a meaningful impact in a... ...partners to deliver exceptional customer service.QualificationsBachelor's degree... ...preferred.Casualty underwriting experience:Senior Production Underwriter: Generally, 5-7 yearsProduction...SeniorFull timePart timeSeasonal workWork at officeRemote workNight shift- JPMorgan Chase & Co. is seeking a Senior Home Lending Advisor in Huntington Beach, California. This role involves guiding clients in achieving... .... Join a dynamic team committed to fostering a superior customer experience and enhancing mortgage loan originations through...Senior
- ...industry experience . Our Private Lending Division is rapidly growing and focused... ...We are looking for an experienced Senior Hard Money Underwriter who can independently underwrite complex... ...underwriters, and ensure strong credit and collateral decisions while keeping...SeniorRemote work
- ...Senior Vice President of Consumer Lending About the Company Large federal credit union in the southwest U.S. Industry Banking Type Non Profit Founded... ...indirect lending, direct consumer lending underwriting, and consumer lending operations. The successful...Senior
$95k - $144k
...America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!Job Description: The Credit Underwriter II is responsible for the ongoing management and primary accountability for all monitoring and maintenance activities for an...Full timeWork at officeWork from homeFlexible hoursDay shift$74.93k - $153k
...a career with Deloitte’s growing Private Wealth practice! Recruiting for this role ends on May 31, 2027. What You’ll Do As a Tax Senior in our Private Wealth Tax practice, you will... ...focuses on the specialized needs of the ultra-affluent, including families with multigenerational...SeniorPrivate practiceWork at officeLocal area- ...Job Description Job Title: Senior Government Underwriter Department: Agency Operations... ...condition while adhering to HomeXpress credit policies and guidelines Properly Condition... ...the highest quality and level of customer satisfaction Resolve Quality Control...SeniorWork at officeRemote work
- ...Profile:Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put... ...to good use by serving as your customers’ chief point of contact throughout the... ...of your criminal conviction history, credit report, information available through...SeniorWork experience placementLocal areaImmediate startRelocation
$130k - $160.58k
...President, Commercial Underwriter- CommercialLocation:San... ...capital lines of credit, commercial real estate... ...credit and other Bank lending products. You'll build... ...information and references for customers, loan officers, or... ...financing request to senior management or Loan...Full time- A leading mortgage company in Newport Beach is hiring an experienced Non-QM Underwriter to analyze and evaluate loan applications. This role focuses on Non-QM products and requires strong attention to detail, risk assessment skills, and a solid understanding of compliance...Senior
$97.84k - $140k
...About the Role: Underwrites and prepares credit presentations for complex Commercial Real Estate (CRE... ...Relationship Managers to offer insights into customer financial needs, including... ...credit analysis experience or relevant lending experience. (Required) ~ Advanced...SeniorPermanent employmentFull time$36.74 - $45.38 per hour
Job Title: Senior Credit Analyst Location: Austin, TX What you'll do: As a Senior Credit Analyst... ...information on present and prospective customers, and develop credit studies for the... ...information to determine risk involved in lending money to customers. Collecting,...SeniorHourly pay$20.5 - $24.5 per hour
...DescriptionJoin our team as a Junior Underwriter and play a key role in... .... Using UACC’s common-sense lending approach, you will build strong... ...explain the “why” behind credit decisions, helping dealers understand... ...for production, quality, and customer satisfaction.Collaborate for...Contract workWork at officeLocal area- Northern Trust in Newport Beach, CA, seeks an experienced Wealth Management Relationship Manager to drive comprehensive goals-based advice for sophisticated clients. You will collaborate with client service teams, attorneys, and accountants to understand client needs and...Senior
$140k - $185k
...Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services... ...Qualifications:5+ years of experience in commercial lending, business development, commercial credit...SeniorFull timeWork at officeLocal areaDay shift- Fisher & Paykel in Costa Mesa, CA, seeks a Customs Compliance Manager to lead U.S. trade compliance activities supporting import/export operations. You will interpret tariffs, manage HTS classifications, origin determinations, and FTAs while coordinating with Finance, Product...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Credit Underwriter, Custom Lending for Ultra-Wealth. Be the first to apply!
- quality control underwriter Newport Beach, CA
- energy underwriter Newport Beach, CA
- underwriter Newport Beach, CA
- risk underwriter Newport Beach, CA
- commercial underwriter Newport Beach, CA
- life underwriter Newport Beach, CA
- insurance underwriter Newport Beach, CA
- production underwriter Newport Beach, CA
- credit underwriter Newport Beach, CA
- personal lines underwriter Newport Beach, CA

