• Lead Wealth Underwriter

    Wells Fargo (Charlotte, NC)
    …+ Knowledge and understanding of High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients: credit requests + Commercial loan experience + Ability to ... decisioning support to the WFHL HNW Mortgage and Alliance Credit Office (ACO) Mortgage . The Underwriter .... The Underwriter is responsible for underwriting credit of high net worth (HNW) clients… more
    Wells Fargo (01/11/25)
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  • Underwriter

    Citigroup (New York, NY)
    …for Corporate Banking clients. 4 years of experience must include: Documenting and approving credit facilities for Ultra High Net Worth Individuals. Up to ... Citibank, NA seeks an Underwriter for its New York, New York location....statements, projections and returns calculations. Structure, execute, and maintain credit facilities for Corporate Clients in the North American… more
    Citigroup (12/31/24)
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  • Wealth Regional Managing Director

    Truist (Atlanta, GA)
    …is comprised of Wealth Advisors and Wealth Associates managing portfolios of affluent, high net worth and ultra - high net worth, multi-generational clients ... planning, insurance and risk management services, retail and mortgage credit , and general retail banking services) through the coordination...the team as credible and capable financial partners to high net worth and ultra - high more
    Truist (01/16/25)
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