Senior Private Wealth Credit Underwriter
Bank of America
Bank of America in Charlotte is seeking a Sr Credit Underwriter responsible for managing underwriting activities for moderate to high complexity transactions. This position focuses on developing custom lending relationships with strategic clients and ensuring compliance with underwriting standards. The ideal candidate will have over 8 years of experience in private wealth management and exceptional financial analysis skills. This role offers competitive salary and benefits in a supportive in-office culture. #J-18808-Ljbffr Bank of America
$98k - $162.5k
...responsibilities include documenting credit analysis, independently... ...portfolio performance. The Senior Credit Underwriter (SCU) partners closely with... ...with strategic wealth clients. This role supports... ...yacht, unsecured, insurance, private equity, and subscription‑finance...SeniorPrivateShift workDay shift- ...responsible for supporting credit underwriting and monitoring for new and existing... ...Underwriter II (CUII) / Senior Credit Underwriter (SCU)... ...relationships with strategic wealth clients. This role supports... ...years of commercial and/or private wealth management credit experience...SeniorPrivateShift workDay shift
- ...Senior Credit Underwriter / Credit Underwriter II - Global Wealth & Investment Management Charlotte, North Carolina;Saint Louis, Missouri To proceed with your... ...Qualifications: ~3 - 5+ years of commercial and/or private wealth management credit experience ~ Strong...SeniorPrivateWork at officeShift workDay shift
- NACBA in Charlotte, North Carolina, is looking for a Sr Credit Underwriter responsible for credit underwriting new and existing clients.... ...compliance with policies. The ideal candidate will have 8+ years in private wealth management credit and strong financial analysis skills....SeniorPrivate
$98k - $162.5k
Job Description This role is responsible for credit underwriting new and existing clients in partnership with a private bank credit team. Key responsibilities include independently... ...teammates on credit requirements. The Global Wealth Investment Management‑Sr Credit Underwriter is...SeniorPrivateBank staffShift workDay shift- Job Description Extends credit to and monitors loan portfolios of... ...clients. Works closely with private banking relationship managers... ...credit experience. Performs all underwriting tasks for custom mortgage... ...net worth clients of Global Wealth and Investment Management (GWIM...SeniorPrivateShift workDay shift
- ...impact. Join us! This job is responsible for credit underwriting new and existing clients in partnership with a private bank credit team. Key responsibilities include... ...teammates on credit requirements. The Global Wealth Investment Management-Sr Credit Underwriter is...SeniorPrivateBank staffWork at officeShift workDay shift
- ...responsible for supporting credit underwriting and monitoring for new and existing... ...Underwriter II (CUII) / Senior Credit Underwriter (SCU)... ...relationships with strategic wealth clients. This role supports... ...years of commercial and/or private wealth management credit experience...SeniorPrivateWork at officeShift workDay shift
- First Citizens in Charlotte seeks a Private 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...SeniorPrivate
- 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...SeniorFull time
$200k
Full-time Job Description The Senior Wealth Manager serves as the trusted advisor to our affluent... ...Directors, Fiduciary Specialists and Private Bankers, the Senior Wealth Manager is... ...Strong knowledge of consumer lending; credit, documentation and portfolio management...SeniorPrivateFull time- ...America in Charlotte, NC seeks an experienced mortgage credit professional to underwrite custom mortgage loans for ultra-high-net-worth... ...essential. The role supports cross‑functional teams across private banking, wealth management, and legal partners, ensuring timely loan...SeniorPrivate
- ...financial services firm in Charlotte is looking for an experienced Senior Vice President / Managing Director to join their advisory team.... ...philanthropy. Candidates should have a minimum of 10 years in wealth management and a portable book of at least $25 million in assets...SeniorPrivate
$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- ...in Charlotte, NC is seeking an experienced Underwriter for ultra-high-net-worth mortgage loans. You... ...analyze personal financial statements, prepare credit packages, and support loan approval processes across GWIM, Private Wealth, and Merrill, including SAFE Act...SeniorPrivate
- ...Greater Cincinnati has an opening for a Private Wealth Advisor (PWA) . This is an exclusive... ...estate planning, investments, banking, credit, real estate, insurance, charitable giving... ...Cincinnati region, with a title such as a PWA, Senior Wealth Manager, Private Client Advisor,...PrivateTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
- Fifth Third Bank, N.A. is seeking an Underwriting Principal in Charlotte, North Carolina. This... ...and executing loans while assisting Senior Underwriters. Candidates should have a Bachelor... ...and 6+ years of relevant experience in credit and underwriting. Key skills include...Senior
$98k - $162.5k
NACBA is seeking a Senior Credit Underwriter to evaluate credit worthiness and provide detailed financial analyses for high-net-worth clients. The successful candidate will work closely with various teams to support responsible loan growth while managing complex credit...Senior- ...Senior Vice President, Head of Compliance About the Company... ...Financial Services Type Privately Held, Private Equity-backed... ...Banking Lending Services Credit Specialties personal loans... ...SEC, investment adviser, and wealth management regulations, and a...SeniorPrivate
- U.S. Bank is seeking a Commercial Real Estate (CRE) Senior Underwriter to manage portfolio risk by ensuring timely, accurate credit actions and guiding credit structure and risk ratings. You will coordinate with Credit, Loan Administration and other groups to promote consistent...Senior
- Bank of America is seeking a Credit Underwriter to conduct risk assessment and analysis for lending. This position requires expertise in evaluating credit worthiness and structuring loan agreements. The ideal candidate will have over 5 years of relevant experience and...Senior
- Bank of America is seeking a Senior Credit Underwriter to perform risk assessment, document credit analysis, and prepare transaction justifications for complex lending to ultra‑high‑net‑worth clients. You will partner with Credit Officers and Relationship Management, deliver...Senior
- Regions Bank is looking for a Business Capital Underwriter to lead the credit analysis and underwriting for corporate loans. This role involves collaborating with various banking functions and ensuring the credit process is executed thoroughly. The ideal candidate will...Senior
- ...Bank - Leveraged Finance Senior Analyst Charlotte, NC... ...Analyst will structure and underwrite bank debt for various... ...for public/private companies, often involving... ...Markets, Leveraged Finance Credit Risk, Industry Verticals... ...providing retail, commercial, wealth management, and capital...SeniorPrivateFull time
- Daimler Truck Financial Services USA LLC is seeking a Senior Commercial Credit Underwriter in Charlotte, North Carolina. This role focuses on leading complex commercial credit underwriting assessments, shaping credit strategies, and coaching junior team members. The ideal...Senior
$119k - $206k
...Lead Wealth Underwriter At Wells Fargo, we are looking for talented people who will put our customers... ...will: Analyze complex financial and credit information for law firms according to... ...(LSG), candidate will partner with Private Banker and Regional Directors in LSG to...PrivateWork experience placement- BCG Attorney Search in Charlotte seeks a Senior Associate with 5-7 years of leveraged finance and private credit experience to handle complex cross-border transactions for financial institutions and funds. The role emphasizes direct client interaction and efficient deal...SeniorPrivate
- Regions Bank is seeking a Private Wealth Management Credit Portfolio Manager responsible for analyzing and underwriting credit decisions for high-stakes PWM credit requests. You will manage credit exposure, prepare credit packages, and ensure compliance with internal and...PrivateFlexible hours
- Job Overview A law firm seeks a mid- to senior-level leverage finance associate for their Charlotte, NC office. The ideal candidate... ...transactions. Duties Collaborate with financial institutions on private credit sponsor acquisition financings. Engage in structured finance,...SeniorPrivateWork at office
- Selby Jennings is representing a leading private credit platform seeking a Structured Products Senior Associate in the Charlotte, NC area. The role focuses on structuring, execution, and management of financing solutions across direct lending, specialty finance, and opportunistic...SeniorPrivate
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