Senior Wealth Underwriter
Wells Fargo
- Location
- Bengaluru South, Karnataka, India
- Job type
- Full-time
Required skills
- communication skills
- compliance
- interpersonal skills
About the role
Wells Fargo
Website:
wellsfargo.com
Job details:
About This Role
Wells Fargo is seeking a Senior Wealth Underwriter.
In This Role, You Will
- Lead or participate in moderately complex initiatives and deliverables and contribute to large-scale planning related to Wealth Underwriting
- Review, analyze, and evaluate borrower financial data for moderately complex high-net-worth loans to determine credit worthiness and monitor existing portfolio to identify issues that require an in-depth evaluation of variable factors; present recommendations for resolving moderately complex situations
- Independently resolve moderately complex business, operational, or technical issues and lead team to meet deliverables while leveraging solid understanding of Wealth Underwriting functional area policies, procedures, regulations, and compliance requirements
- Develop solid understanding of Home Lending policies, procedures, regulations, and compliance requirements for Wealth Investment Management client mortgages as needed
- Collaborate and consult with Wealth Underwriting peers, colleagues, and mid-level managers to resolve issues and achieve goals; serve as a mentor for lower-level staff
- Provide input to assist leaders with credit risk management decisions to ensure satisfactory credit portfolio risk examinations
Required Qualifications
- 4+ years of Wealth Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualification
- MBA or a CA, or an equivalent qualification
- 4+ years of Credit Underwriting experience in a bank or rating agency
- Experience in writing detailed credit memos is desirable
- Strong communication skills – both verbal and written. Ability to clearly & concisely speak on complex topics, as well as strong business writing skills
- High level of personal motivation and strong interpersonal skills and attention to detail.
- Must be comfortable working independently and as part of a team.
Reference Number
R-522690
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