Sr. Credit Underwriter - Custom Mortgage - Global Wealth & Investment Management

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• 3+ years of commercial or ultra-high-net-worth/complex client credit experience.

• Strong familiarity with personal tax returns and financial statements.

• Ability to analyze complex cash flows involving multiple income streams.

• Bachelor’s degree in Business Administration, Finance, Accounting, or Economics.

• Formal credit training at a major U.S. financial institution.

• Custom or Commercial underwriting experience 

• Analytical Thinking
• Financial Analysis
• Financial Forecasting and Modeling
• Profitability Analysis
• Attention to Detail
• Business Acumen
• Credit and Risk Assessment
• Underwriting
• Written Communications
• Collaboration
• Critical Thinking
• Portfolio Analysis
• Prioritization
• Technical Documentation