Lead Wealth Underwriter – Legal Specialty Group

Wells Fargo

Lead Wealth Underwriter at Wells Fargo analyzing financial information and underwriting commercial loans for law firms. Delivering custom credit solutions and working closely with Private Bankers and Regional Directors.

Posted 7/7/2026full-timeCharlotte • Arizona, Iowa, North Carolina, Texas, Utah • 🇺🇸 United StatesSenior💰 $119,000 - $206,000 per yearWebsite

About the role

Key responsibilities & impact

Analyze complex financial and credit information for law firms according to business unit standards
Underwrite commercial loans with high aggregate credit exposure and may manage a credit portfolio of clients
Compiles, analyzes, and documents loan data and credit risk, borrower, and property information
Candidate must be experienced in financial analysis, underwriting and structuring of highly complex commercial banking relationships
As a member of the Legal Specialty Group (LSG), candidate will partner with Private Banker and Regional Directors in LSG to deliver high-quality custom credit solutions that result in a positive client experience
Demonstrate knowledge of WIM Credit Policies and regulatory compliance requirements while serving commercial clients (law firms)
Expected to exercise independent judgment and work with minimal direct supervision
Experience with legal documents and working with outside legal counsel; reviewing legal documents and leading negotiations is required
Expected to excel in credit structuring and communicating recommendations verbally and in writing
Regularly monitors and services existing portfolio and communicates findings with recommended solutions to management in a timely manner

Requirements

What you’ll need

5+ years of Wealth Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Preferred competencies include legal industry experience, capital markets expertise
Formal commercial credit training desirable
Wealth related underwriting/lending experience a plus
Thorough knowledge of financial accounting theory and logic, loan structuring, commercial products and services is needed for this role
Strong interpersonal skills and communication skills
Must have top partnering skills; the ability to interpret and discuss analytical data; and the ability to multitask and prioritize
Proficient with computers and software applications (MSA, MS Excel, MS Word, other MS Office Suite applications, etc.) and applicable mainframe systems
Bachelor's degree preferred

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial AnalysisUnderwritingLoan StructuringCredit Risk AnalysisCommercial Products KnowledgeRegulatory ComplianceCredit Portfolio ManagementData CompilationNegotiation SkillsLegal Document Review

Soft Skills

Interpersonal SkillsCommunication SkillsPartnering SkillsMultitaskingPrioritization