Wealth Underwriting Assistant- CRE, credit reports, US Tax analysis

About this role:

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

Required Qualifications:

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

Posting End Date:

28 Sep 2026

*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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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.