Lead Wealth Underwriter - Legal Specialty Group

Wells Fargo•Los Angeles, CA

8d•$143,000 - $224,000•Hybrid

About The Position

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.

Requirements

5+ years of Wealth Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
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.
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.
Ability to travel up to 20%

Nice To Haves

Bachelor's degree preferred.

Responsibilities

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.