Senior UHNW Private Wealth Credit Underwriter
NACBA
NACBA is seeking a Senior Credit Underwriter to conduct thorough risk assessments and document credit analyses to support profitable loan growth. This role involves working closely with Credit Advisors and managing existing credit relationships for ultra-high-net-worth clients. The ideal candidate will possess strong financial analysis skills and over 10 years of commercial credit experience. A Bachelor's degree in finance or related fields is preferred. This position offers competitive pay and the potential for annual discretionary incentives. #J-18808-Ljbffr NACBA
$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...SeniorPrivateWork at officeShift 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
- Busey Bank is seeking a Private Banker II in Kansas City to manage a portfolio of high-net-worth client deposits, wealth management needs, and loans. You will collaborate with... .... Ideal candidates have strong credit underwriting, financial analysis, and relationship-...SeniorPrivate
- NACBA is seeking a seasoned credit analyst to extend and monitor mortgage portfolios for... ...high net worth clients, working with private banking relationship managers to tailor... ...custom mortgage solutions. The role includes underwriting, preparing approval packages, and...SeniorPrivate
$120.75k - $189k
Every step of the UMB Private Wealth Management investment process is overseen and executed by dedicated teams of research and portfolio specialists... ...the manner best suited to the clients’ goals and objectives. Senior Investment Strategist works directly with our most...SeniorPrivateLocal areaFlexible hours$93k - $123.5k
...Commerce Trust has been a leading provider of wealth management services including financial... ...and tax planning, investment management, private banking and trust administration services... ...view. Essential Functions Work with Senior Management or the various Business Lines...SeniorPrivateFull timeFlexible hoursShift work- U.S. Bank is seeking a seasoned Trust Administrator to oversee administration, risk management and servicing of fiduciary and investment management accounts. The role includes handling estates, IRAs, ILITs and related accounts, ensuring compliance with governing documents...SeniorPrivate
- The Private Banker II at Busey builds and actively manages a portfolio of high-net-worth clients... ...on personal and business deposit, wealth management and loan relationships. The role... ...deposit growth, ensure compliance with credit standards, and provide exceptional service...Private
- Global Wealth and Investment Management (GWIM), within Merrill... ...is seeking an experienced credit professional to underwrite and monitor customized... ...-net-worth clients in the private wealth space. You will review... ...loan structuring with senior partners. The role requires...Private
$134.28k - $164.12k
## PWM Private Wealth AdvisorApplylocations: Kansas City, MOtime type: Full timeposted on: Posted Todaytime left to apply: End Date: July 2... ...holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration....PrivateTemporary workWork experience placementLocal area- ...Experience, including access to the full array of Private Bank and the bank's capabilities and... ...clients' needs, preferences, and overall wealth strategy, being responsive to changes in... ...including wealth structuring, credit facilities, banking, and asset management...PrivateWork at officeFlexible hoursShift workDay shift
$75k - $140k
...A leading insurance provider is seeking an experienced excess and surplus lines underwriter in Missouri. This role focuses on underwriting commercial property and casualty business, collaborating with producers, and mentoring junior team members. The ideal candidate should...Senior$21.4 - $27.65 per hour
Commerce Trust is a division of Commerce Bank, offering wealth management services such as financial planning, estate and tax planning, investment management, private banking, and trust administration. We support ultra‑high net worth clients through dedicated Private Client...PrivateHourly payFull time$81.7k - $135k
...world. Tax - Indirect Tax - Sales and Use - Senior Will you shape the future or will the... ...and reporting needs for both public and private entities. You’ll develop and implement strategies... ...opportunities for tax optimization, credits, and refund recovery, as well as exposure...SeniorPrivateSummer holidayImmediate startFlexible hours$81.7k - $135k
...Tax - Sales and Use Lookback Review COE - Senior Location: Anywhere in Country At EY, we’... ...and reporting needs for both public and private entities. You’ll develop and implement strategies... ...opportunities for tax optimization, credits, and refund recovery, as well as exposure...SeniorPrivateSummer holidayImmediate startFlexible hours- Senior Revenue Analyst (Hybrid in Kansas City) Pollen/C2FO US Headquarters, 8880 Ward Parkway... ...a reliable internet connection in a private setting, and from the office, which is a... ...Familiarity with business loan products, credit risk analysis, or financial services data...SeniorPrivateWork at officeWork from homeWorldwideFlexible hours
$74.4k - $99.6k
...Senior Underwriter (MO) page is loaded## Senior Underwriter (MO)remote type: Remotelocations: Missouri, USAtime type: Full timeposted on: Posted Todayjob requisition id: R8830Headquartered in the Central Florida city of Lakeland, Summit employs over 700 office and field...SeniorFull timePart timeSeasonal workWork at officeRemote work- ...Group, is North America’s leading wholesale insurance broker and underwriting manager. Burns & Wilcox offers wide ranging and comprehensive... ...agents worldwide. Fueled by its freedom from Wall Street and private equity, Burns & Wilcox is a privately owned company whose...PrivateWorldwide
$90k - $160k
...Wealth Management Consultant (WMC) The Wealth Management Consultant (WMC) provides the primary external sales support for Financial... ...with field leadership, service and support areas within RBC's Private Client Group to ensure a coordinated support effort. They serve...PrivateFull timeWork at officeImmediate startHome officeFlexible hours$55.2k - $120.33k
...Personal Lines Underwriter IAT Insurance Group has an immediate opening for a personal lines underwriter from our Milwaukee, Wisconsin... ...benefits, please visit IAT Insurance Group is the largest private, family-owned property and casualty insurer in the U.S....PrivateWork at officeImmediate startRemote work$21.4 - $24.5 per hour
...competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management...PrivateHourly payFull timeShift work$98k - $130k
...Position Summary The Private Banker II builds and actively manages... ...personal and business deposit, wealth management and loan... ...Ensure all loans adhere to the credit/financial requirements for quality... ...financial analysis and credit underwriting skills. Ability to analyze and...PrivateTemporary workWork at officeLocal areaImmediate startFlexible hours- The Hartford is seeking a Senior Underwriter to manage a diverse book of Property & Casualty business. This hybrid role allows for in-office work in St Louis, MO or Overland Park, KS, focusing on driving profitable growth and supporting brokers and agents. The ideal candidate...SeniorWork at office
- ...Service a book of business under the direct supervision of an underwriter Evaluate, classify, and rate each risk to determine acceptability... ...agents worldwide. Fueled by its freedom from Wall Street and private equity, Burns & Wilcox is a privately owned company whose...PrivateWorldwideFlexible hours
$51.48k - $99.33k
...Overview Small Business Banking Underwriter - Hybrid: Kansas City, MO / Dubuque, IA / Denver, CO The Small Business Banking Underwriter will analyze and make credit decisions for small business banking clients in accordance with UMB policies and Federal regulations. They...Local areaFlexible hours- IAT Insurance Group, Inc. is seeking an experienced Underwriter to join their Moving and Storage Underwriting team in Overland Park, Kansas. The ideal candidate will have a Bachelor’s degree and at least five years of relevant experience in commercial insurance underwriting...Senior
- EMC Insurance is seeking an experienced underwriter responsible for managing complex accounts and developing agency relationships. This position allows remote work from Arkansas, Missouri, or Kansas City Metro. Qualified candidates will have a Bachelor's degree and at least...SeniorRemote job
- AmTrust Financial Services, Inc. is looking for an Underwriter to manage nonprofit accounts in Overland Park, KS. This role involves underwriting individual nonprofit risks, developing relationships with agents, and achieving production and loss ratio goals. Candidates...Senior
$107.6k - $209.1k
...is on broad territory management, which includes relationship, underwriting and expense management. This role develops and maintains... ...written communication skills in order to disseminate vision of senior leadership and to motivate a large agency force. Ability to set...SeniorContract work$107.6k - $209.1k
A global insurance leader is seeking a talented Underwriter for their Commercial Bond team in Kansas City, Missouri. This role focuses on territory management, business relationship development, and underwriting processes. The ideal candidate has an undergraduate degree...Senior
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