Senior UHNW Mortgage Underwriter - Private Wealth
Morgan Stanley
Morgan Stanley is seeking an UHNW Mortgage Underwriter in Dallas, Texas, to provide premier mortgage services to high net-worth clients. The role requires a minimum of 10 years of experience in credit analysis and underwriting, a deep understanding of complex income scenarios, and the ability to manage a diverse pipeline of transactions. The ideal candidate will possess strong verbal and written communication skills, superior knowledge of underwriting principles, and proficiency in Microsoft Excel. Competitive employee benefits are included. #J-18808-Ljbffr Morgan Stanley
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior UHNW Mortgage Underwriter - Private Wealth in Dallas, TX vacancy
- ...UHNW Wealth Advisor, Senior Manager Do you enjoy developing experienced advisors to help them delight clients and create value? Are you energized... ..., investments, estate planning and trust solutions, private equity, and more. In this role, you'll bring that differentiated...SeniorPrivateWork at officeRelocation package
Vanguard Services Inc
Dallas, TX1 day ago - UHNW Mortgage Underwriter Morgan Stanley Home Loans is looking for the best of the best to provide premier... ...to our clients. As part of the Global Wealth Management Division (GWM), we have a... ...to new team members. Qualifications Private bank lending experience, business relationship...PrivateSelf employmentWork at office
- ...Fifth Third Bank seeks a Wealth Management Advisor II located in Dallas, Texas, to serve as a trusted advisor and coordinate services for Private Bank clients. You will build and manage client relationships while driving revenue through strategic planning. This role necessitates...SeniorPrivate
Fifth Third
Dallas, TX2 days ago $120k - $140k
Senior Relationship Manager - Wealth & Trust Solutions Remote (U.S.-based) | $120K-$140K base + bonus Overview... ...referral partners to support HNW/UHNW clients. Not a build-from-scratch role... ...Background in wealth management, private banking, or advisory Exposure to estate...SeniorPrivateLocal areaRemote work- ...Job Description Senior Mortgage Consultant Morgan Stanley has earned... ...do. Morgan Stanley Private Bank, National Association (... ...division within Morgan Stanley Wealth Management (MSWM). Morgan... ...documents to satisfy conditions for underwriting approval and product/pricing...SeniorPrivateWorldwide
Morgan Stanley
Dallas, TX4 days ago - A growing wealth management firm in Dallas is seeking an experienced wealth advisor to coordinate investment and planning services for UHNW clients. The ideal candidate will have at least 10 years of client advisory experience, strong communication skills, and a proactive...Senior
- ...A financial institution in Farmers Branch, Texas, is seeking a Private Bank Wealth Advisor III to manage and develop relationships with high-net-worth clients. Responsibilities include creating and overseeing personalized Wealth Plans and partnering with specialists to...SeniorPrivateWork at officeRemote workFlexible hours
Huntington Bancshares, Inc.
Farmers Branch, TX11 hours ago - A leading financial institution in Dallas seeks a Private Wealth Strategist to develop wealth transfer strategies for ultra-high net worth... ...planning strategies, partnering with Advisors, and assisting with UHNW client retention. A law degree and extensive experience in...Private
- ...J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global... ...services including trusts and estates, loans, mortgages and deposits. J.P. Morgan Wealth... ...asset managers for the Global Private Bank, and advising clients on allocations...SeniorPrivate
JPMorgan Chase Bank, N.A.
Dallas, TX1 day ago - ...Regions Financial Corporation is seeking a Private Wealth Management Trust Advisor in Dallas, Texas. This role focuses on acquiring personal trust and investment management client relationships, retaining clients, and providing comprehensive administration of accounts...SeniorPrivateFull timeFlexible hours
Regions Bank
Dallas, TX11 hours ago - A regional financial institution based in Dallas is seeking a Wealth Strategist to collaborate with clients and advise on estate planning, philanthropic goals, and business succession strategies. Candidates must hold a JD and possess over 10 years of relevant experience...SeniorPrivate
- ...coordinate sales efforts among advisors. The ideal candidate will have at least seven years in Private Banking, hold required licenses, and possess a strong understanding of wealth management. If you're ready to challenge yourself, this role offers a great opportunity. #J-...SeniorPrivate
- J.P. Morgan in Dallas, Texas, is seeking a Private Banker to advise families on managing their wealth. The ideal candidate will maintain strong client relationships, provide tailored investment advice, and ensure adherence to all policies. Candidates need a Bachelor's...SeniorPrivate
$170k - $300k
Citi is looking for a Wealth Planner in Dallas, Texas, who will partner with Private Bankers to offer customized wealth structuring services. The role requires a JD degree and a minimum of 8 years of trust and estate experience. Responsibilities include estate planning...SeniorPrivate- Senior Mortgage Consultant Senior Mortgage Consultant (Sr. MC) will provide... ...Advisors and their wealth management clients throughout... ...application. Work directly with Private Bankers (Field Sales) to help... ...to satisfy conditions for underwriting approval and product/pricing...SeniorPrivate
- A global financial institution in Dallas, Texas is seeking an experienced Wealth Planner to partner with Private Bankers and deliver customized wealth structuring services. The role requires a JD degree and a minimum of eight years in the trust and estate industry. Key...SeniorPrivate
- A leading financial institution in Dallas is seeking a Private Bank Wealth Advisor III to manage client relationships for high-net-worth individuals. The advisor will be responsible for developing and executing comprehensive Wealth Plans while ensuring exceptional client...SeniorPrivateWork at officeFlexible hours
$149.52k - $175.9k
Us Bank is seeking a seasoned professional in wealth management to retain and grow high net worth client relationships. The ideal candidate will have 10+ years of experience in wealth management, a Bachelor's degree, and strong analytical skills. Responsibilities include...SeniorPrivate- Huntington Bancshares, Inc. is seeking a Private Bank Wealth Advisor III in Dallas, Texas. In this role, you will be the primary client relationship manager responsible for crafting and managing Wealth Plans for high-net-worth clients. The ideal candidate will possess a...SeniorPrivateWork at officeWork from homeFlexible hours
- ...Texas Capital Bank is looking for a Sr Private Client Advisor in Dallas, TX. This role requires a minimum of 10 years of relevant banking experience, with a strong focus on client management and investment solutions. The advisor will generate new clients while managing...SeniorPrivateFull time
Texas Capital Bank
Dallas, TX1 day ago - ...Job Duties Senior Associate, Billing – Invoicing, Fees & Commissions with Goldman Sachs & Co. LLC in Dallas, Texas... ...GAAP. Review and set up syndicate accounts for new private equity funds and deals within Asset Wealth Management. Assist deal teams with vendor set ups in...SeniorPrivateWork experience placementWork at office
Goldman Sachs Group, Inc.
Dallas, TX11 hours ago - ...Private Wealth Senior Counsel (8+ years) Multiple U.S. Locations | Hybrid / Remote Flexibility Availabl e Our client, a nationally recognized law firm, is seeking a Private Wealth Senior Couns el to join its sophisticated private wealth and estate planning...SeniorPrivateWork at officeRemote work
Oculus Group
Dallas, TX1 day ago - ...Job Description We are currently seeking experienced Wealth Advisors to join our client in various locations nationwide. Wealth Advisors... ...com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy...SeniorPrivate
Insight Global
Dallas, TX6 days ago - ...Job Description J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion... ...including trusts and estates, loans, mortgages and deposits. J.P. Morgan Wealth... ...alternative platform offering fits the Global Private Bank strategy within a market context...SeniorPrivate
- Asset & Wealth Management Operations - Multi Asset Solutions - Client Service - Dallas- Senior Associate location_on Dallas, TX, United States Asset Management Division The... ...and a complex product range, which include private assets, equities, fixed income, currency and...SeniorPrivateWork at office
- TwinThread is seeking a Private Banker to manage client relationships and provide tailored financial advice in Dallas, Texas. Responsibilities include overseeing investments, credit, and banking needs, while also generating new business opportunities. A Bachelor’s degree...SeniorPrivate
- ...-DAL Areas of Interest: Wealth Management Pay Transparency... ...Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA... ...place to grow your career. The Senior Private Wealth Banker is... ...evaluate credit request and underwrite loan commitments, coordinate...SeniorPrivateLocal area
BOK Financial
Addison, TX21 hours ago $76k - $125.3k
...entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our... ...and specialized facets of hedge fund, private equity fund and mutual fund taxation, including... .... Your key responsibilities A senior analyst in FSO EDGE WAM will be...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hoursEY
Dallas, TX1 day ago- ...Senior Credit Underwriter - Custom Lending - Global Wealth & Investment Management Charlotte, North Carolina;Chicago, Illinois; Atlanta, Georgia; Dallas, Texas... ...art, hedge fund, yacht, unsecured, insurance, private equity, and subscription-finance facilities Synthesize...SeniorPrivateWork at officeShift workDay shift
Bank of America
Dallas, TX3 days ago - ...high net worth clients in Dallas. The role involves developing strong client relationships while delivering a comprehensive suite of wealth management solutions. Ideal candidates will possess significant experience in sales and client management, holding necessary...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior UHNW Mortgage Underwriter - Private Wealth. Be the first to apply!
Related searches
- mortgage underwriter Dallas, TX
- remote mortgage underwriter Dallas, TX
- mortgage loan originator Dallas, TX
- senior game producer Dallas, TX
- senior manager process engineering Dallas, TX
- senior manufacturing engineer Dallas, TX
- senior director fp&a Dallas, TX
- senior manager clinical operations Dallas, TX
- senior lead project manager Dallas, TX
- senior manager quality engineering Dallas, TX