Lead Wealth Underwriter - Legal Specialty Group

About the role

Wells Fargo is seeking a Lead Wealth Underwriter for the Legal Specialty Group (LSG). The role involves analyzing complex financial and credit information for law firms according to business unit standards. Responsibilities include underwriting commercial loans with high aggregate credit exposure, compiling, analyzing, and documenting loan data and credit risk, borrower, and property information. Candidates must have 5+ years of wealth underwriting experience or equivalent experience.

Responsibilities

• Analyze complex financial and credit information for law firms
• Underwrite commercial loans with high aggregate credit exposure
• Compile, analyze, and document loan data and credit risk, borrower, and property information
• Partner with Private Banker and Regional Directors in LSG to deliver high-quality custom credit solutions
• Exercise independent judgment and work with minimal direct supervision
• Review legal documents and lead negotiations
• Exhibit knowledge of WIM Credit Policies and regulatory compliance requirements
• Communicate recommendations verbally and in writing
• Maintain and service existing portfolio and communicate findings with management

Requirements

• Experience with legal documents and working with outside legal counsel
• Strong interpersonal and communication skills
• Top partnering skills; ability to interpret and discuss analytical data; ability to multitask and prioritize
• Proficiency with computers and software applications (MSA, MS Excel, MS Word, other MS Office Suite applications, etc.) and applicable mainframe systems

Desired Qualifications

• Legal industry experience
• Capital markets expertise
• Formal commercial credit training
• Experience with legal documents and working with outside legal counsel
• Thorough knowledge of financial accounting theory and logic, loan structuring, commercial products and services
• Strong interpersonal and communication skills
• Top partnering skills; the ability to interpret and discuss analytical data; and the ability to multitask and prioritize
• Proficiency with computers and software applications (MSA, MS Excel, MS Word, other MS Office Suite applications, etc.) and applicable mainframe systems

Benefits

• 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