Senior Credit Underwriter-Global Wealth and Investment Management
Core
Senior Credit Underwriter managing moderate to high complexity credit portfolios for ultra-high-net-worth clients (individuals, family offices, trusts, special wealth vehicles) in the Global Wealth and Investment Management division.
Role type
Senior IC Credit Underwriter (Private Wealth)
Builds
Custom lending relationships, funded loan balances, and revenue growth for strategic wealth clients.
Domain
Private Wealth Management / Commercial Credit
Deliverable
Production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Credit underwriting, Financial analysis, Deal structuring, Risk assessment, Financial modeling, Loan documentation, Collateral management, Credit approval, Portfolio management, Regulatory compliance
Preferred skills
Commercial credit experience, Wealth management credit experience, Formal credit training
Technologies
Microsoft Word, Excel, PowerPoint
Responsibilities
Manage a portfolio of clients underwriting moderate to high complexity transactions; Perform in-depth financial analysis for credit approval of ultra-high-net-worth clients; Lead loan structure conversations and completion of loan documentation with internal/external legal partners; Review and negotiate loan structure and covenants; Complete Credit Approval Memos (CAM) for complex custom loan products; Coach junior teammates on credit requirements and ensure compliance; Serve as main point of contact for regional portfolio of credit relationships.
Seniority
Senior, hands-on IC with mentorship responsibilities