Credit Underwriter II/I - Global Wealth & Investment Management (Open)
Core
Supports credit underwriting and monitoring for new and existing ultra-high-net-worth clients, including individuals, family offices, trusts, and specialized wealth entities.
Role type
Credit Underwriter II/I (Global Wealth & Investment Management)
Builds
Custom lending relationships and loan portfolios for strategic wealth clients
Domain
Banking / Private Wealth Management / Credit Risk
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Financial analysis, Accounting, Deal structuring, Credit risk assessment, Financial modeling, Loan structuring, Negotiation, Policy adherence, Portfolio management, Compliance
Preferred skills
Commercial credit experience, Private wealth management credit experience, Formal credit training
Technologies
Microsoft Word, Excel, PowerPoint
Responsibilities
Lead credit analysis process and complete Credit Approval Memos for complex loan products; Monitor operating performance and financial condition of loan portfolios; Review and coach junior teammates on credit requirements and compliance; Participate in loan structure conversations and documentation; Manage deal pipeline and ensure timely progression of transactions.
Seniority
Mid-level IC (3-5+ years experience)