Back to search results

GWIM Sr. Credit Underwriter

Charlotte, North Carolina;

Job Description:

Facilitate marketable securities based loans throughout the origination and approval process.

  • Develop and maintain securities based lending parameters and capabilities, including credit and underwriting standards, acceptable collateral, and risk tolerances.

  • Underwrite and obtain credit approval for commercial and consumer loans for high net worth clients of Global Wealth and Investment Management.

  • Candidate should be able to underwrite and prepare written loan approvals.  


  • 3 + Years Commercial and/or Wealth Management credit lending experience in financial analysis, structuring, underwriting and portfolio management 

  • Formal Credit Training and/or Commercial/Wealth Management credit experience preferred

  • Strong credit, negotiation, and communication skills.

  • Organized and detail oriented with ability to multi-task, with prior experience in a high volume production environment.

  • Self-starter who can manage the credit process from beginning to end in a volume environment.

  • Working knowledge of Microsoft Excel and Word.

  • BS/BA in related field required.


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus: