Lead Wealth Underwriter (Karnataka)

Lead Wealth Underwriter (Karnataka)

30 Jul
|
Wells Fargo
|
Karnataka

30 Jul

Wells Fargo

Karnataka

About this role Wells Fargo is seeking for a Lead Wealth Underwriter In this role you will Lead complex initiatives including those that are cross-functional with broad impact and act as a key participant in large-scale planning for Wealth Underwriting Review analyze and evaluate complex challenges related to multi-faceted larger scale high-net-worth loans structures existing portfolio issues and complex business operational or technical challenges that require an in-depth evaluation of multiple factors including intangible or unprecedented factors present recommendations for resolution Make decisions on complex and multi-faceted credit risk management issues to ensure satisfactory credit portfolio risk examinations requiring solid understanding of Wealth Underwriting functional area policies procedures regulations and compliance requirements that influence and lead the Wealth Underwriting team to meet deliverables and drive new initiatives Strategically collaborate and consult with Wealth Underwriting peers colleagues and mid-level to senior level managers to resolve issues and achieve goals serve as a peer mentor Partner with Custom Credit Banker and Financial Advisor to provide guidance on due diligence credit and loan document negotiations with clients 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 At least an MBA or a CA or an equivalent qualification 10 years of Credit Underwriting experience in a bank or rating agency Experience in writing detailed credit memos papers is desirable Robust 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 Basic to Advanced excel skills to be able to manage and navigate across investor underwriting Must be able to work in a fast-paced production environment Attention to detail Must be comfortable working independently and as part of a team CFA level I II or III Knowledge on programming language a plus Posting End Date 29 Sep 2025 Job posting may come down early due to volume of applicants We Value Equal Opportunity Wells Fargo is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability status as a protected veteran or any other legally protected characteristic Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company They are accountable for execution of all applicable risk programs Credit Market Financial Crimes Operational Regulatory Compliance which includes effectively following and adhering to applicable Wells Fargo policies and procedures appropriately fulfilling risk and compliance obligations timely and effective escalation and remediation of issues and making sound risk decisions There is emphasis on proactive monitoring governance risk identification and escalation as well as making sound risk decisions commensurate with the business unit s risk appetite and all risk and compliance program requirements Candidates applying to job openings posted in Canada Applications for employment are encouraged from all qualified candidates including women persons with disabilities aboriginal peoples and visible minorities Accommodation for applicants with disabilities is available upon request in connection with the recruitment process Applicants with Disabilities To request a medical accommodation during the application or interview process visit Disability Inclusion at Wells Fargo Drug and Alcohol Policy Wells Fargo maintains a drug free workplace Please see our Drug and Alcohol Policy to learn more Wells Fargo Recruitment and Hiring Requirements a Third-Party recordings are prohibited unless authorized by Wells Fargo b Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process

📌 Lead Wealth Underwriter (Karnataka)
🏢 Wells Fargo
📍 Karnataka

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