Senior Credit Underwriter, Custom Lending for Ultra-Wealth
Bank of America ATM
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- ...Senior Credit Underwriter - Custom Lending - Global Wealth & Investment Management Saint Louis, Missouri;Chicago, Illinois; Newport Beach, California; Westlake... ...financial analysis to support credit decisions for ultra-high-net-worth clients-including individuals,...SeniorWork at officeShift workDay 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
- Bank of America is seeking a Senior Credit Underwriter to assess creditworthiness... ...financial analysis for ultra‑high‑net‑worth clients, including... ...to expand strategic lending relationships. The position... ...years in commercial/private wealth credit, strong negotiation...Senior
- Bank of America is seeking a Senior Credit Underwriter to perform risk assessment and repayment capacity analysis for ultra‑high‑net‑worth clients, including individuals, family offices, trusts, and specialized wealth entities. You will document credit analysis, assess...Senior
$110k - $200k
...responsible for supporting credit underwriting and monitoring for new and existing... ...on credit requirements.The Senior Credit Underwriter is... ...loan documentation for new customers of Bank of America Business... ...and structuring of corporate lending transactionsAn experienced credit...SeniorFull timeWork at officeFlexible hoursDay shift$159.97k - $188.2k
...journey to do our best. Helping the customers and businesses we serve to make better... ...—all from Day One.Job DescriptionThe Senior Credit Underwriter is a key member of the Metals & Chemicals... ...based on deep knowledge of C&I lending standards along with Bank’s credit policies...SeniorFull timeLocal area- ...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
- ...Kind Lending is seeking a Senior Non-QM Underwriter to drive informed credit decisions and efficient loan evaluation. You will assess income types, review borrower documents, and apply sound underwriting judgment to protect quality standards. Candidates should bring 4+...SeniorRemote work
- ...Newport Beach, California, is seeking a Commercial Real Estate Underwriter to assess credit risk on CRE loan requests and prepare credit memoranda,... ...collateral, identify risk factors, and propose mitigants. Senior level opportunities may handle more complex transactions...Senior
$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$98k - $175k
...Commercial Real Estate Underwriter Underwrites and prepares credit presentations for complex Commercial Real Estate... ...Managers to offer insights into customer financial needs, including... ...credit analysis experience or relevant lending experience. (Required) Skills: Advanced...SeniorPermanent employment- U.S. Bank is seeking a Senior Credit Underwriter for the Metals & Chemicals team. This individual will own underwriting on new transactions, manage assessments from initial review to closing, and coach others on credit presentations and risk practices. The role covers a...Senior
- ...Bank & Trust in Monarch Beach, CA is seeking a Commercial Relationship Banker to support lending needs across local branches. You will build strong client relationships, analyze credit, and deliver high-quality lending solutions while collaborating with branch teams. The...SeniorLocal area
- 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
$31 - $42 per hour
...Senior Credit Analyst The Senior Credit Analyst will be responsible for conducting an objective... ...complex credit data and financial statements of customers to determine the degree of risk involved in extending credit and underwriting loans accordingly. Essential...SeniorHourly payWork experience placement- ...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
$28.85 - $50.24 per hour
...Summary: Responsible for executing fair lending risk management initiatives, including... ...but not limited to: Regulation B (Equal Credit Opportunity Act), Fair Housing Act, UDAAP... ...Work with other passionate, purposeful, and customer-centric people. Extensive internal...SeniorLocal area$96k - $125k
...Role The Commercial Real Estate Underwriter serves as a critical control within the Bank’s credit risk management framework and... ...requests. This role focuses on CRE lending and does not include C&I... ...experience may be considered at the Senior Commercial Real Estate...For contractorsWork at officeRemote work$750 per month
...to do our best. Helping the customers and businesses we serve to make... ...Commercial Real Estate Senior Underwriter manages portfolio risk by ensuring... ...and accuracy of all credit actions, by providing guidance... ...or more years of commercial lending experience Preferred Skills...SeniorFull timeWork at officeLocal area3 days per week- 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
- 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
- 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
- ...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
$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- Mercer Advisors is seeking an Estate Planning Director to lead and implement sophisticated estate and wealth transfer strategies for ultra-high-net-worth clients. The role collaborates with wealth advisers and tax experts to ensure seamless execution of wealth plans. The...Senior
- ...a substantial client book (>$20M AUM) to join a family-office-style platform. The role emphasizes integrated wealth management across tax, accounting, lending, and insurance, coordinated by the advisor to deliver comprehensive strategies. The advisor will leverage existing...SeniorWork at office
- 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
$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
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