Lead Wealth Underwriting Assistant

About this role:

Wells Fargo is seeking a Lead Wealth Underwriting Assistant.

In this role, you will:

Support performance and overall effectiveness of a team and cross-group administrative operations within Wealth Underwriting functional area

Provide feedback and present ideas for improving or implementing processes and tools with functional area impact

Perform or guide others on complex tasks or initiatives within Wealth Underwriting functional area that require planning, evaluation and interpretation

Prioritize work and provide day to day leadership and mentorship to a Wealth Underwriting team

Lead or contribute to implementation of new or revised processes and procedures that require coordination among multiple teams

Provide guidance and subject matter expertise to an immediate team and Wealth Underwriting functional area on a wide range of information

Required Qualifications:

4+ years of Wealth Underwriting support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualification

Analyze commercial real estate operating statements, rent rolls, and property performance data.

Review financial statements, tax returns, K-1s, and related documentation to assess borrower financial strength and repayment capacity.

Evaluate collateral quality, market conditions, and credit risk factors to support underwriting decisions.

Review lease agreements and prepare lease abstractions, extracting key financial and contractual terms.

Support lending and portfolio management teams through documentation review, data validation, and reporting.

Conduct portfolio monitoring, quality assurance reviews, borrower assessments, and risk reporting activities.

Perform compliance-related reviews, including OFAC, PEP, sanctions, and credit bureau checks.

Maintain accurate credit system records and ensure data quality across lending platforms.

Posting End Date: 

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.