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. The candidate must have experience in financial analysis, underwriting, and structuring of highly complex commercial banking relationships. The role requires knowledge of WIM Credit Policies and regulatory compliance requirements, as well as the ability to communicate recommendations verbally and in writing.
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
- Explain and negotiate legal documents
- Maintain and service existing portfolio and communicate findings with recommended solutions to management
Requirements
- 5+ years of Wealth Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Preferred competencies include legal industry experience, capital markets expertise, formal commercial credit training, and wealth related underwriting/lending experience
- Thorough knowledge of financial accounting theory and logic, loan structuring, commercial products and services
- Strong interpersonal skills and communication skills
- Top partnering skills; the ability to interpret and discuss analytical data; and the ability to multitask and prioritize
- Proficient with computers and software applications (MSA, MS Excel, MS Word, other MS Office Suite applications, etc.) and applicable mainframe systems
Qualifications
- Bachelor's degree preferred
Skills
- Experience with legal documents and working with outside legal counsel
- Reviewing legal documents and leading negotiations
- Knowledge of WIM Credit Policies and regulatory compliance requirements
- Ability to communicate recommendations verbally and in writing
- Knowledge of financial accounting theory and logic, loan structuring, commercial products and services
Benefits
Wells Fargo offers a comprehensive set of benefits, including health benefits, 401(k) plan, paid time off, disability benefits, life insurance, critical illness insurance, accident insurance, parental leave, critical caregiving leave, discounts and savings, commuter benefits, tuition reimbursement, scholarships for dependent children, adoption reimbursement, and more. Employees may also be eligible for incentive opportunities.
Pay Range
$119,000.00 - $206,000.00
Benefits
Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Posting End Date
17 Jul 2026