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
...transactions with limited oversight. The Senior Credit Underwriter/Credit Underwriter II (SCU/CUII)... ...) to develop and expand custom lending relationships with strategic wealth clients. This role supports... ..., yacht, unsecured, insurance, private equity, and subscription-finance...SeniorPrivateWork at officeFlexible hoursShift workDay 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
$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- JPMorgan Chase & Co. in Atlanta seeks a Private Banker to advise families on building, preserving and managing wealth and balance sheets. You will use investments, planning, credit and banking to advise current clients and acquire new assets, while collaborating with a...SeniorPrivateLocal area
- 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
- 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
$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- ...posting. Summary The Credit Analyst, Sr... ...analytical support in underwriting/analyzing commercial... ...relationships. A Senior CA will be... ...support for assigned lending relationships. The... ...companies and commercial private client ventures.... ..., small business, wealth and trust...SeniorPrivateWork experience placement
$171.26k
...Regions Business Capital Underwriter At Regions, a... ...directly with Origination, Credit Risk, Client Coverage,... ...recommendations to Senior Management and Credit... ...key referral sources (private equity firms, investment... ...specific to asset based lending (ABL) Exercises...PrivateFull timeFlexible hours- ...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- ...part of the Huntington Private Client Group, the PCG... ...Loan Portfolio Manager - Senior develops and maintains... ...in PFG within lending limits (larger loans go... ...Ability to spread and underwrite business and personal... ...portfolio in compliance with Credit Policy including...SeniorPrivateWork at officeRemote workWork from homeFlexible hours
- 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
- 2027 Asset & Wealth Management U.S. Private Bank MBA Summer Associate Program Embark on a transformative... ...through training classes, our senior speaker series, market discussions and... ...across our industry leading investments, credit, banking, and Trust & Estates practices...PrivateWork experience placementSummer workInternship
- Job Overview A law firm seeks a Senior Associate with 5-7 years of experience to join its... ...representing financial institutions and private credit funds in complex transactions. This role... ...deals. Handle cash-flow and asset-based lending, including senior and superpriority...SeniorPrivate
$57k - $124k
...Credit Underwriter Sr. - Inventory Finance This position is available to be filled at any Huntington Bank Corporate office location.... ...ranging from 2MM to 10MM being preferred. Experience in lending to a wide variety of industries, loan types, and sizes of companies...SeniorWork at officeRemote workWork from homeFlexible hours- ...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
- Berkshire Hathaway Specialty Insurance (BHSI) is seeking a senior level Commercial Surety Underwriter for the Atlanta region. You will underwrite a commercial surety book, analyze credit quality, and grow broker and customer relationships in the territory. The role requires...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
$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- ...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
$200k - $225k
...Private Wealth Advisor The best advisors are more than portfolio managers — they are the confidantes... ..., alternative investments, and lending solutions, in line with firm allocation... ...relationships that open private equity, private credit, and co-investment access most advisors...PrivateWork at office- ...Ares Management is seeking an Associate or Senior Associate to join its Alternative Credit team in Atlanta or New York. You will monitor private investments, support deal teams, and manage asset-ownership tasks with portfolio companies. The role emphasizes analytical rigor...SeniorPrivate
$90k - $130k
...Senior Underwriter/Account Manager Be here. Be great. Working for a leader in the insurance industry means opportunity for you. Great American... ...coverage solutions to a diverse portfolio of public and private companies, financial institutions, and governmental entities...SeniorPrivateFull timePart timeSeasonal workNight shift- ...Senior Private Client Relationship Manager Atlanta, GA FinTrust Connect has... ...sheet while coordinating banking, lending, treasury management, investment, and wealth-planning specialists. Why... ...across investments, wealth planning, credit, banking, and liquidity needs...SeniorPrivateTemporary work
- ...Commercial Real Estate Credit Analyst Responsible for the financial... .... This includes prudent underwriting and effective credit and risk... ...portfolio secured, and unsecured lending including deep knowledge... ...strategies, both public and private. Builds and maintains constructive...SeniorPrivateWork experience placementWork at office
$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- ...Senior Credit Risk Analyst Department: Credit Risk Employment Type: Permanent... ...We are owned by the leading Private Equity company, EQT, and... ...the US credit risk and underwriting team, working on innovative... ...financial services, fintech, lending, or commercial credit Proven...SeniorPrivatePermanent employmentWork at officeWorldwideFlexible hours3 days per week
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