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Wells Fargo Senior Wealth Underwriter 
India, Karnataka, Bengaluru 
900502796

18.02.2025


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 Life Insurance Premium Funding policies, procedures, regulations, and compliance requirements for Wealth Investment Management client 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:

  • 6+ years of Wealth Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • MBA, CA or Master Degree in Finance

20 Feb 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.