Description

This job is responsible for credit underwriting new and existing clients in partnership with a private bank credit team. Key responsibilities include independently managing transactions or portfolios of moderate to high complexity, completing and reviewing credit analysis, evaluating risks, and writing financial analysis. Job expectations include leading the process, ensuring timely and accurate analysis, and coaching teammates on credit requirements. The Global Wealth Investment Management-Sr Credit Underwriter is aligned with the Private Client Advisor (PCA) in their goal of developing new custom lending relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, and managing a portfolio of existing lending relationships. The Sr Credit Underwriter performs and documents in-depth financial analysis for credit approval of ultra-high-net-worth clients (individuals, family offices...