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About the Role
This role offers the opportunity to combine advanced credit expertise with strategic client advisory work, partnering directly with Private Bankers, Regional Leadership, attorneys, and law firm executives on highly visible transactions within the Legal Specialty Group.
Responsibilities
- Underwrite and structure complex commercial credit facilities tailored to client needs and strategic objectives.
- Analyze financial performance, cash flows, industry trends, and collateral to assess risk and identify opportunities.
- Develop innovative credit solutions that strengthen client relationships and support business growth.
- Partner with Private Bankers and leadership teams to provide strategic advice throughout the lending process.
- Lead transaction discussions involving credit structures, covenant negotiations, documentation, and deal execution.
- Present recommendations to senior credit leaders and decisionmakers with confidence and clarity.
- Manage an existing portfolio of legal-industry relationships, monitoring performance and identifying emerging risks.
- Review and negotiate loan documentation alongside internal and external counsel.
- Maintain sound risk practices while supporting business growth objectives.
Requirements
- 5+ years of Wealth Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Commercial lending experience supporting law firms, professional services firms, or middle-market clients.
- Formal commercial credit training.
- Experience with complex loan documentation and transaction negotiations.
- Knowledge of capital markets, treasury, and broader banking solutions.
- Strong understanding of commercial financial statements, cash flow analysis, and lending structures.
- Proficiency with Microsoft Office applications, including Excel and Word.
- Ability to travel up to 20%
Skills
- Advanced credit expertise
- Strategic client advisory
- Financial analysis
- Relationship-driven advisory
- Influence and communication with senior executives and business leaders
- Executive presence
- Strong written and verbal communication skills
- Sound judgment
- Consultative approach to solving client challenges
- Collaborative mindset
- Intellectual curiosity
Experience Level
- 5+ years of Wealth Underwriting experience
Education Level
- Bachelor's degree preferred
Salary/Compensations
- $143,000.00 - $224,000.00
Benefits
- 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
About the Company
- At Wells Fargo, we help successful individuals, businesses, and institutions achieve their financial goals while creating extraordinary career opportunities for our employees.
- Within Wealth & Investment Management (WIM), our Banking, Lending & Trust (BL&T) division delivers customized banking and credit solutions to affluent, high-net-worth, and ultra-high-net-worth clients.
- 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.
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.
- To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
- Wells Fargo maintains a drug free workplace.
- Third-Party recordings are prohibited unless authorized by Wells Fargo.
- Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.