Alternative Investments Financing Senior Lead Wealth Underwriter

in the Banking, Lending, & Trust's (BL&T) center of excellence within Wealth & Investment Management (WIM). As part of its vision for a flatter, more nimble organization that is easier to do business with, WIM has created horizontal functions known as centers of excellence to support all client coverage channels. BL&T is a center of excellence that brings teams and functions across WIM's consumer businesses under a common, WIM-level organization. The Underwriter will be on the

team providing custom credit solutions focused on credit delivery to Private Capital and Hedge Fund Managers, as well as to family offices and Ultra High Net Worth individuals with significant Private Capital and Hedge Fund investment portfolios.

• Perform diligence, analysis and underwriting of alternative investment funds which are the form of collateral or part of the custom loan structure • Work with internal risk management ongoing approval and inclusion as collateral of alternative investment funds • Monitor alternative investment funds on an ongoing basis, perform collateral reviews, coordinate all fund ratings and analysis with broader Wells Fargo, including CIB partners • Develop subject matter expertise in the Alternatives Asset industry • Responsible for the efficient and timely analysis and underwriting of highly complex loan structures, financial and collateral circumstances • Responsible for highly complex credit structuring and communicating recommendations verbally and in writing • Drive private banking credit execution to deliver high quality custom credit solutions to existing and new clients while meeting goals for asset quality, banking revenue, and profitability • Regularly monitor existing portfolio and communicate findings and recommended solutions to management in a timely manner. This will assist with leadership decisions in credit risk management and ensure credit portfolio satisfactory risk exams • Meet with clients in partnership with a Custom Credit Banker in a client advisory role and in credit negotiations, as required • Provide leadership and guidance to others. • Exercise independent judgment and work with no direct supervision

• This position offers a hybrid work schedule in one of the listed locations • This position is not eligible for Visa sponsorship

• 550 S Tryon St, Charlotte NC, 28202 • 90 S 7th St, Minneapolis MN, 55402

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $111,100.00 - $197,500.00

21 Apr 2025

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