Senior Credit Underwriter - Ultra-High Net Worth Lending
Bank of America
Bank of America is seeking a Senior Credit Underwriter or Credit Underwriter II to join our team in Chicago. This role conducts in-depth financial analysis and underwriting for ultra-high-net-worth clients, collaborating with Credit Officers and Relationship Management to deliver tailored credit solutions. The position emphasizes adherence to underwriting standards, portfolio management, and mentoring junior staff, with a competitive salary and benefits package. #J-18808-Ljbffr Bank of America
- Bank of America is seeking an experienced Senior Credit Underwriter or Credit Underwriter II to assess risk, analyze complex financials, and structure tailored lending solutions for ultra-high-net-worth clients. The role collaborates with Credit Officers, Relationship...SeniorHigh net worth
$89k - $175k
...responsibilities include documenting credit analysis, independently... ...portfolio performance.The Senior Credit Underwriter/Credit Underwriter II (SCU... ...develop and expand custom lending relationships with... ...support credit decisions for ultra‑high‑net‑worth clients—including...SeniorHigh net worthFull timeWork at officeFlexible hoursDay shift- ...building relationships with high-net-worth clients and delivering exceptional... ...professional with strong lending expertise, relationship... ...experience.Manage Risk: Review and underwrite loan requests, monitor... ...and deposit business. Formal credit training preferred.Skills: Strong...SeniorHigh net worthFull timeWork at office
- ...Senior Credit Underwriter Location: Miami or NY, United States WHO IS ROOK BRISTOL Rook Bristol is a cross-border lending group providing structured capital to high-growth businesses across the UK, United States, Canada and Australia. We originate, underwrite and...SeniorTemporary workImmediate start
- BMO Financial Group is seeking a Senior Relationship Manager to serve high-net-worth and ultra-high-net-worth clients in the Miami area, delivering integrated wealth... ...collaboration with internal specialists to tailor credit, mortgage, and investment strategies. #J-18808-...SeniorHigh net worth
- New Edge Associates seeks an experienced Senior Commercial Credit Analyst to underwrite and analyze complex commercial loan requests across C&I and CRE.... ...partnering with Relationship Managers to support sound lending decisions. The role requires 5+ years of commercial...Senior
- ...Investment Counselor Sr. Lead to guide ultra‑high net worth clients with strategic investment advice... ...investment solutions, cross‑sell lending and trust services, and manage sophisticated... ...and diplomacy are required to influence senior peers and external partners while #J-1...SeniorHigh net worth
- Rook Bristol in Miami or New York is seeking a Senior Credit Underwriter to own credit decisions across deal flow and close sound opportunities... ...jurisdictions, and a disciplined, commercially mindful approach in a high-standards, fast-moving setting. #J-18808-Ljbffr Rook...Senior
- Job Description This role is responsible for supporting credit underwriting and monitoring for new and existing clients in partnership with... ...Large Corporate, Leveraged Finance, Financial Sponsors or other highly complex credits) underwriting, performing financial analysis...SeniorShift workDay shift
- Bank of America in Miami, FL is seeking an experienced professional to support credit underwriting and monitoring for clients. Responsibilities include managing portfolios, conducting financial analysis, and coaching junior teammates. The ideal candidate will have 8+ years...SeniorFull timeDay shift
- SENIOR MORTGAGE LOAN PROCESSOR - 60-80K with 100% paid medical after... ...Area Established and highly recognized mortgage banking firm... ...Spanish Strong understanding of underwriting guidelines and mortgage... ...with international and high-net-worth clients preferred We Are Seeking...SeniorHigh net worthSelf employmentWork at officeImmediate startWork from homeMonday to Friday
- ...complex portfolio management guidance to High Net Worth clients.\n \n \n \n \n Join Vanguard... ...Vanguard is seeking Wealth Advisors and Senior Wealth Advisors for remote opportunities... ...tailored strategies that will help our ultra-high net Worth clients achieve their unique...SeniorHigh net worthLocal areaRemote work
- A financial institution in Miami is looking for a Lending Specialist responsible for the complete credit origination cycle. This role involves structuring and underwriting loans, coordinating the loan process, and providing exceptional client service. Applicants should...Senior
- Senior Private Banker Key Responsibilities Manage and grow a portfolio of high-net-worth clients by offering personalized financial solutions aligned with their goals and risk... ...Strong knowledge of investments, banking and credit products. Fluency in English and Spanish....SeniorHigh net worth
- ...solutions. Join a diverse team helping high-profile clients understand, analyze, and... ...as a firm.KPMG is currently seeking a Senior Associate to join our Business Tax Services... ...private client base which focuses on ultra-high net worth individual, trust and estate clients...SeniorHigh net worthLocal area
- ...expanding a strategic book of Ultra High Net Worth (UHNW) and High Net Worth (... ...traditional banking, custom credit, capital markets, and... ...standards. Depending on seniority, the position requires leading... ...Origination, Structuring & Advisory Lending Proactively identify...High net worthWork at officeLocal areaAfternoon shift
- ...solutions. Join a diverse team helping high-profile clients understand, analyze, and... ...as a firmKPMG is currently seeking a Senior Manager to join our Business Tax Services... ...client tax practice, which focuses on ultra-high net-worth individual, trust and estate clients Review...SeniorHigh net worthPrivate practiceWork at officeLocal area
- Bank of America’s Private Bank seeks a seasoned Family Office Consultant to advise ultra-high-net-worth families on the formation, governance, and evolution of their family offices. You will partner with the Family Office Strategist, lead governance discussions, design...SeniorHigh net worthWork at office
- Corient helps high- and ultra-high-net-worth individuals and families manage wealth to preserve it for future generations. We are seeking a procurement professional to identify cost-saving opportunities, analyze spend and contracts, and support strategic supplier initiatives...SeniorHigh net worth
- ...Trust Corp is seeking a Director, Family Office Solutions in Miami, FL. The role involves cultivating deep relationships with Ultra-High Net Worth clients and serving as a strategic advisor. Candidates should have significant experience in wealth management, strong...SeniorHigh net worthWork at office
- Citigroup Inc. is seeking an Investment Counselor Sr. Lead within Citi Private Bank to serve as the primary advisor for ultra-high net worth clients, delivering strategic investment guidance and cross-selling across bank services. The role requires leadership in portfolio...SeniorHigh net worth
$126.1k - $253k
...RSM.RSM’s Private Company team is looking for a dynamic Tax Senior Manager to join our expanding Business Tax practice. At RSM,... ...their owners. Our Private Company professional may also support ultra-high net worth individuals and small family offices. We take a holistic...SeniorHigh net worthFull timeWork experience placementInternshipPrivate practiceLocal area- Job Description Job Description Senior Credit UnderwriterSenior
$110k - $140k
...we are searching for a skilled senior tax associate with 3-4 years... ...personally experienced as having a high stress, 75 hour a week... ...various entities, businesses, high net worth individuals, pass through... ...programs like CCH, Pro System, and Ultra Tax Ensure all business tax...SeniorHigh net worthFull timeLocal areaMonday to FridayFlexible hours$200k - $300k
Citigroup Inc. in Miami, Florida is seeking a Private Banker Principal to manage relationships with ultra-high-net-worth clients. The role requires a strategic approach to identify prospects, develop tailored financial solutions, and ensure compliance with regulatory standards...SeniorHigh net worthFull time- Senior Director of Philanthropic Engagement, Southeast Posted on June 24, 2026 Miami and South Florida represent an extraordinary convergence: a rapidly expanding population of high and ultra-high net worth Jewish individuals and families, a year-round donor ecosystem...SeniorHigh net worth
$121.2k - $169.67k
...are currently looking for a Construction Senior Project Manager for our Miami, FL... ...Architecture, or a closely related field is highly preferred.8+ years' of project... ...discretion and responsiveness in working with ultra-high-net-worth clients.Proficient in PC-based scheduling...SeniorHigh net worthFull timeFor contractorsFor subcontractorWork at officeLocal area- MCR International seeks a Senior Private Banker in Miami with a strong track record in offshore Latin American private banking... ...new assets and developing long-term relationships with high-net-worth and ultra-high-net-worth clients. The role covers business development...SeniorHigh net worth
$102k - $190k
...the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients,... ...financial planning. This role combines credit and lending proficiency with investment and... ...requests.Makes recommendations to senior leaders on strategy and new initiatives...High net worthFull timeContract workPart timeLocal areaShift work- ...strategies? Does financial data excite you? We're looking for a Senior Wealth Strategy Associate to: • Assist Financial Advisors... ...Americas International Division in Coral Gables. We help high net worth and ultra-high net worth individuals and families meet their...SeniorHigh net worthFlexible hours
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