Provides support to WIM in providing services to affluent, high net worth and ultra-high net worth individuals, families, family offices and charities. BL&T further provides legal guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies.
About this role:
Wells Fargo is seeking a Senior Lead Wealth Underwriter...
Position Summary:
The Senior Lead Wealth Underwriter is responsible for the independent analysis, structuring, and underwriting of highly complex commercial credit relationships for law firm clients. This role supports the Legal Specialty Group (LSG) by partnering closely with Private Bankers and Regional Directors to deliver customized credit solutions that balance risk, regulatory requirements, and an exceptional client experience. The position requires deep technical expertise, strong judgment, and the ability to lead credit discussions with minimal supervision.
In this role, you will:
- Analyze, structure, and underwrite complex commercial credit relationships with significant aggregate exposure in accordance with business unit standards and WIM Credit Policy.
- Compile, analyze, and document detailed borrower, financial, credit risk, and collateral information to support credit decisions.
- Manage and monitor a complex portfolio of law firm clients, proactively identifying risks, trends, and opportunities.
- Conduct industry, market, and client-specific research to support credit recommendations, including management and industry studies as required.
- Review and negotiate loan documentation and credit provisions; lead discussions with internal partners and external legal counsel.
- Exercise independent credit judgment while ensuring full compliance with regulatory requirements and internal policies.
- Communicate credit recommendations clearly and effectively, both verbally and in writing, to senior management and stakeholders.
- Regularly service existing credits, communicate findings to management in a timely manner, and recommend appropriate risk mitigation or restructuring solutions.
- Identify opportunities to cross‑sell additional products and services in partnership with relationship teams.
- Mentor and provide guidance to less experienced underwriters, including reviewing analyses and offering constructive feedback as needed.
Required Qualifications:
- 7+ years of Wealth Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Job Expectations:
- Ability to travel up to 20%
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$191,000.00 - $305,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Posting End Date:
24 Jul 2026
*Job posting may come down early due to volume of applicants.
