Lead Wealth Underwriter - Legal Specialty Group

Make an Impact with One of the Nation's Leading Wealth Management Organizations

At Wells Fargo, we're committed to helping clients succeed financially while building careers that offer growth, purpose, and meaningful impact. Within Wealth & Investment Management (WIM), you'll work alongside experienced professionals serving affluent, high-net-worth, and ultra-high-net-worth clients across the country.

Our Banking, Lending & Trust (BL&T) team delivers sophisticated banking, lending, and trust solutions to successful individuals, families, family offices, and professional practices. As a member of our Legal Specialty Group (LSG), you'll play a key role in supporting some of the nation's most prominent law firms through customized credit strategies and complex financing solutions.

What You'll Do

• Underwrite and structure complex commercial credit facilities for law firms and legal industry clients.
• Analyze financial statements, cash flow, collateral, and borrower performance to assess risk and identify opportunities.
• Develop creative, customized credit solutions that support client growth and long-term relationship objectives.
• Partner closely with Private Bankers and Regional Directors to deliver an exceptional client experience.
• Lead discussions involving credit structures, legal documentation, and transaction negotiations.
• Review and negotiate legal documents in collaboration with internal and external counsel.
• Present credit recommendations to senior leadership with clear, concise written and verbal communication.
• Manage and monitor an existing portfolio of commercial relationships, identifying emerging risks and recommending solutions.
• Ensure adherence to Wells Fargo credit policies, regulatory requirements, and risk management standards.

What Makes You Successful

• Strong commercial credit and financial analysis skills.
• Proven ability to structure sophisticated lending transactions.
• Confidence working directly with senior business leaders, attorneys, and external stakeholders.
• Strong executive presence and communication skills.
• Ability to balance multiple priorities while delivering high-quality work in a fast-paced environment.
• Sound judgment, intellectual curiosity, and a consultative approach to problem-solving.

Why Join Wells Fargo's Legal Specialty Group?

• Work with a nationally recognized team serving sophisticated law firm clients.
• Structure complex, customized credit solutions with meaningful transaction exposure.
• Collaborate with experienced private banking, lending, and legal professionals.
• Gain visibility with senior leadership and influential client relationships.
• Build expertise within a highly specialized and growing segment of the commercial and wealth banking industry.
• Enjoy opportunities for professional growth within one of the country's leading financial institutions.

Required Qualifications:

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

Desired Qualifications:

• Experience underwriting commercial relationships within the legal industry.
• Formal commercial credit training.
• Capital markets knowledge and expertise.
• Strong understanding of financial accounting, commercial lending structures, and banking products.
• Experience reviewing and negotiating complex loan documentation.
• Proven ability to build relationships and collaborate across multiple business partners.
• Proficiency with Microsoft Office applications, including Excel and Word.
• Bachelor's degree preferred.

Job Expectations:

• Ability to travel up to 20%
• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Pay Range
 

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs 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:

*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.

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.