Sr. Credit Underwriter - Custom Mortgage - Global Wealth & Investment Management
Core
Extends credit to and monitors loan portfolios for ultra high net worth clients, providing custom mortgage solutions and reviewing credit standards.
Role type
Senior Credit Underwriter (Custom Mortgage)
Builds
Custom mortgage loan solutions for ultra high net worth clients
Domain
Banking / Ultra High Net Worth / Custom Mortgage
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial Analysis, Risk Assessment, Deal Management, Credit and Risk Assessment, Underwriting, Portfolio Analysis
Preferred skills
Commercial underwriting experience, Formal credit training at a major U.S. financial institution
Technologies
Advanced Excel
Responsibilities
Analyze complex personal financial information including balance sheets, income statements, and tax returns; Identify potential risks and mitigants; Manage multiple transactions throughout the loan lifecycle from application to booking.
Seniority
Senior, hands-on IC