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 Qualifications:
- Experience in credit assessment: Analyzing the creditworthiness of borrowers and assessing their ability to repay the loan.
- Skilled in collateral evaluation: Evaluating the value and appropriateness of the securities used as collateral for the loan.
- Knowledgeable in transaction evaluation: Assessing the risks and suitability of the overall lending transaction.
- Experience in documentation and analysis: Document findings, analyzing loan files, and identifying potential exceptions.
- Skilled in risk mitigation: Reconciling findings with guidelines and identifying compensating factors.
- Knowledgeable in compliance: Adhering to internal policies, regulatory requirements, and data security standards.
Job Expectations:
- This position is not eligible for Visa sponsorship.
Pay Range
$73,100.00 - $155,900.00
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
9 Jul 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.