Senior Credit Underwriter - Private Wealth Lending
NACBA
Bank of America seeks a Senior Credit Underwriter or Credit Underwriter II to perform risk assessments and repayment capacity analyses for complex financing with limited oversight. The role supports strategic wealth clients and maintains compliance with underwriting standards across a diverse credit portfolio. You will prepare CAMs, structure loans, and mentor junior underwriters while working with cross-functional teams to drive responsible growth and client service. #J-18808-Ljbffr NACBA
$89k - $175k
...responsibilities include documenting credit analysis, independently... ...performance.The Senior Credit Underwriter/Credit Underwriter II (... ...and expand custom lending relationships with strategic wealth clients. This role... ...unsecured, insurance, private equity, and subscription...SeniorPrivateFull timeWork at officeFlexible hoursDay shift- ...regional bank in Atlanta is seeking a Senior Credit Underwriter to join its credit team. This role involves... ...memos, and ensuring compliance with lending standards. The ideal candidate will... ...environment. Previous experience in consumer or private banking is preferred. #J-18808-Ljbffr...SeniorPrivate
- ...Description The generalist Senior Credit Underwriter serves as a flexible, utility player within the... ...including, but not limited to, consumer, private banking, home builder, and business... ...including but not limited to: Consumer Lending (personal, unsecured) Private Banking...SeniorPrivateFlexible hours
- ...banking institution to recruit a Private Client Relationship Manager... ...-led solutions across lending, deposits, and wealth management. The candidate should bring senior relationship experience, strong... ...development skills, and knowledge of credit, investments, and wealth...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-worth clients, including individuals, trusts, and family offices. The role partners with Credit Advisors to drive responsible...Senior
- FinTrust Connect is seeking a Senior Private Client Relationship Manager in Atlanta, GA to acquire high... ...worth client relationships and deliver holistic wealth solutions. The role focuses on growing assets, deposits, and lending relationships while coordinating a team of...SeniorPrivateLocal area
$174.32k - $261.48k
...320.00 - $261,480.00Category: Private Client Product Services, Professional... ...CitiThe Investment Counselor Senior Lead is a strategic... ...investment strategies, banking and lending, trust and specialized services... ...alternative investments with wealth planning and private banking services...SeniorPrivateFull timeLocal area- Our client is a leading private wealth and banking organization with a significant... ...Wealth Management Level: Senior Advisor / Director About Our... ...investment, trust, banking, lending, planning, and wealth... ...banking, trust, planning, and credit. A team-oriented approach and...PrivateLocal areaRelocation package
- ...Venture Banking Team, a Senior Vice President plays... ...processes, including loan underwriting, loan documentation... ...knowledge in venture lending, underwriting, and portfolio... ...banking, or private capital investing experience... ...-up. We are a global wealth management and...SeniorPrivate
$117.73k - $138.5k
...the world's leading private capital sponsors.... ...structuring and underwriting subscription line... ...related fund‑level credit products secured by... ...companies, sovereign wealth funds, feeder... ...for presentation to senior management and credit... .../corporate lending and credit standards...PrivateTemporary workWork experience placementWork at officeLocal area3 days per week- ...a global leader in innovative wealth management, asset servicing, asset... ...and exceptional service. The Private Wealth Director leads and... ...including wealth structuring, credit facilities, banking, asset management... ...organization is encouraged, senior leaders are accessible, and...PrivateFull timeTemporary workH1bWorldwideFlexible hours
$96k - $181k
...responsible for performing comprehensive due diligence and underwriting activities for Fannie Mae, Freddie Mac, and Private Placement Affordable multifamily mortgage loans.... ...viability.Maintain strong understanding of lending program requirements and proactively identify and...SeniorPrivateFull timeWork at officeFlexible hoursNight shift$75k - $160k
...Wealth Management Professional Accelerate your career at the pinnacle... ..., data and design. Private Wealth Management (PWM) Goldman... ...planning and private banking and lending services. As client needs... ...Identification 180458 Job Category Senior Analyst Locations Atlanta,...SeniorPrivateFull timeTemporary workPart timeLocal area- A financial services company in Atlanta, GA is seeking a Private Bank Wealth Advisor III. This role involves developing, managing, and delivering high-net-worth client Wealth Plans and requires at least 5 years of experience in wealth management or financial advisory. Responsibilities...SeniorPrivate
- Grant Thornton is seeking a Private Wealth Services Tax Manager to lead complex tax return reviews and provide income, estate, and gift tax planning for high net worth and family-owned clients. You will collaborate with the Private Wealth Services Tax team to optimize...SeniorPrivate3 days per week
$75k - $160k
Private Wealth Management, Wealth Management Professional, Senior Analyst, Atlanta location_on Atlanta, GA, United States YOUR IMPACT Accelerate your career at the... ..., philanthropic planning and private banking and lending services. As client needs evolve, this close relationship...SeniorPrivateFull timeTemporary workPart timeWork at officeLocal area- ...Atlanta seeks a Business Banking Operations Underwriter PM III to assess and underwrite loan requests up to TCL $10MM, applying credit policy and sound financial analysis. You... ...The role requires 5+ years in commercial lending, excellent written and verbal communication...Senior
- Bank of America is seeking a skilled Credit Underwriter to perform risk assessment and repayment capacity analysis for moderately complex transactions. You will document credit analyses, assess historical and projected borrower financials, and prepare Credit Approval Memorandums...Senior
- Huntington Bank seeks a Sr. Credit Underwriter - Inventory Finance to analyze creditworthiness and approve or recommend financing within guidelines. You will review financial statements, perform ratio and cash-flow analysis, and assess eligibility for financing. Duties...SeniorWork at officeFlexible hours
- ...Business owner of a product, system or application of the Truist Wealth platform including but not limited to: account opening,... ...education and related training Five years of financial services, private banking, Brokerage or wealth management experience Three year track...SeniorPrivateFull timePart timeWork at officeShift workDay shift
$57k - $124k
...any Huntington Bank Corporate office location. Summary The Credit Underwriter Sr. - Inventory Finance is responsible for analyzing and monitoring... ...ranging from 2MM to 10MM being preferred. Experience in lending to a wide variety of industries, loan types, and sizes of...SeniorFull timeH1bWork at officeRemote workWork from homeFlexible hours$171k - $211k
Regions Bank in Atlanta seeks a Regions Business Capital Underwriter responsible for leading credit analysis and underwriting of corporate loans. You will work closely with various banking functions, balancing risk and client retention. The ideal candidate will have nine...Senior- ...Job Description Job Description Senior Underwriter - Factoring/Asset Based Lending Location: Dallas, Texas or may consider remote | Type: Full-time... ...is critical in evaluating, structuring, and approving credit facilities for small to mid-sized businesses. The...SeniorFull timeTemporary workRemote work
$103k - $166.9k
This Opportunity WSP is currently initiating a search for a Senior Ecological Risk Assessor with the potential to work out of any of... ...CERCLA Demonstrated successful interactions across a range of private sector and governmental clientsPerformance and technical review...SeniorPrivateContract workLocal areaFlexible hours- FirstBank in Atlanta seeks a Senior Credit Officer to lead underwriting and approval of complex credit requests within the market portfolio. You will partner with bankers to assess risk, structure deals, and ensure adherence to credit policy. The role requires a minimum...Senior
- ...Senior Credit Risk Analyst Department: Credit Risk Employment... ...We are owned by the leading Private Equity company, EQT, and have... ...support the US credit risk and underwriting team, working on innovative... ...services, fintech, lending, or commercial credit ~...SeniorPrivatePermanent employmentWork at officeWorldwideFlexible hours3 days per week
$84.15k
Job Description At Regions, the Private Wealth Management Credit Portfolio Manager is responsible for analyzing, underwriting, and negotiating credit decisions for standards Private... ...requests submitted by Private Wealth and Lending Advisors. This position will serve on the...PrivateFull timeFlexible hours- Womenofcolorcd is looking for a Credit Officer in Atlanta, GA, responsible for managing and supporting the credit needs of the organization... ...finance. The ideal candidate will have a strong background in lending, real estate finance, and community impact. A Bachelor's degree...Senior
$87k - $200k
...oversight. Key responsibilities include documenting credit analysis, independently assessing historic and... ...along with prescreening new opportunities with senior management.This position can be filled as a Sr. Credit Underwriter or Credit Underwriter IIResponsibilities:...SeniorFull timeWork at officeFlexible hoursDay shift- Northern Trust Corp in Atlanta is seeking a Senior Banking Advisor responsible for... ...individuals and organizations. You will oversee credit and treasury management relationships while... ..., and acting as a trusted advisor on wealth management strategies. The ideal candidate...Senior
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