Credit Underwriter II - Global Wealth & Investment Management

The Credit Underwriter II will analyze client credit worthiness, evaluate credit risks, and write credit approval memos for annual renewals and new lending opportunities. Key responsibilities include completing regular monitoring and underwriting tasks, supporting key internal stakeholders, and partnering with the Credit Advisor to develop and expand custom lending relationships with strategic wealth clients.

Requirements

• 3-5+ years of commercial and/or private wealth management credit experience
• Strong financial analysis, accounting skills, and deal structuring for borrowers with complex balance sheets and income streams
• Strong negotiation and communication skills
• Organized and detail oriented with ability to multi-task, with prior experience in a high-volume production environment
• Proficiency in Word, Excel and PowerPoint