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.