BENGALURU · FULLTIME
Wealth Underwriting Assistant- CRE, credit reports, US Tax analysis
Wells Fargo
Bengaluru · onsite · Posted 2d ago
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Undisclosed1–6 yrsfulltimeBengaluru
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Section · 01
About this role
Job Summary
Wells Fargo is seeking a Wealth Underwriting Assistant.
In this role, you will:
- Be responsible for providing basic and routine lending support services in operations, documentation, and customer service to Credit teams, and for interacting directly with client on loan related servicing activities
- Identify ways to improve processes and offer ideas for own work and work group
- Ensure proper booking and maintenance of loans, tracking, and monitoring of portfolios on an ongoing basis for issues related to compliance, documentation exceptions, financial statement collection, past due follow-up on payments and loans, and for answering questions and solving problems involving custom lending systems and processes
- Receive direction from supervisor and escalate non-routine questions within Wealth Underwriting functional area
- Interact with an immediate team and Wealth Underwriting functional area on a wide range of information, as well as internal and external customers
- 1+ years of Wealth Underwriting support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
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Section · 02
Skills
Customer ServiceLendingFinancial CrimesFinancial statementRisk IdentificationLoansRegulatory ComplianceunderwritingoperationsmaintenancecomplianceUs TaxCustomer Relationships
Section · Company
About Wells Fargo
Wells Fargo
Financial Services
20k+
employees
1852
174 years old
Bengaluru/Bangalore, Karnataka
India
About
Wells Fargo works to create positive social impact in the communities it serves by supporting housing affordability, small business growth, financial health, and a low-carbon economy.
Industries
Financial Services
Employee ratings
8,681 reviews
3.6/ 5
Culture
3.5
Career growth
2.9
Work-life
3.8
Employees rate it well for
Work Life Balance1417Work Culture906Senior Management755Salary707Job Security510
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