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Wells Fargo Alternative Investments Financing Lead Wealth Underwriter United States, North Carolina, Charlotte 534480812
29.05.2025
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Lead Wealth Underwriter
The Underwriter will be on the
In this role, you will:
- Perform financial analysis and underwriting and structuring of highly complex Custom Credit Banking relationships. The foregoing may include analyzing business financial statements and tax returns.
- Develop subject matter expertise in the Alternatives Asset industry
- Responsible for the efficient and timely analysis and underwriting of highly complex borrower, financial and collateral circumstances.
- Responsible for highly complex credit structuring and communicating recommendations verbally and in writing.
- Drive private banking credit execution to deliver high quality custom credit solutions to existing and new clients while meeting goals for asset quality, banking revenue, and profitability
- Regularly monitor existing portfolio and communicate findings and recommended solutions to management in a timely manner. This will assist with leadership decisions in credit risk management and ensure credit portfolio satisfactory risk exams.
- Meet with clients in partnership with a Custom Credit Banker in a client advisory role and in credit negotiations, as required.
- Collaborate and consult with more experienced management and regional teams on the timely completion of work and progress.
- Lead complex initiatives within a large geographical region to deliver high quality custom credit solutions with broad impact.
- Provide leadership and guidance to others.
- Exercise independent judgment and work with no direct supervision.
Required Qualifications:
- 5+ years of Wealth Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- A background in wealth & commercial lending/underwriting is preferred. Familiarity with esoteric collateral including alternative assets, illiquid stock, life insurance, art, etc. is a plus
- Thorough knowledge of financial accounting theory and logic, loan structuring, and banking products and services
- Excellent credit skills: ability to develop, negotiate, and document a broad range of loan types, structures, and complex requests
- Demonstrated ability to make sound, independent business and credit decisions
- Ability to independently negotiate/structure legal documents with the use of external counsel.
- Strong interpersonal communication skills and partnering skills
Job Expectations:
- This position offers a hybrid work schedule
- This position is not eligible for Visa sponsorship
Job Location:
- 401 S Tryon St, Charlotte NC, 28202
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Pay Range
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
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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