SBA Origination Underwriter

4 weeks ago


Charlotte, United States WELLS FARGO Full time

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

About this role:

Wells Fargo is seeking a Commercial Banking Portfolio Manager/Origination Underwriter in the SBA Division which is in our Specialized Lending Group.

In this role, you will:

  • Research complex credit investigations and diverse credit information for loans

  • Identify opportunity for process improvements within scope of responsibilities or functional area

  • Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables

  • Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements

  • Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers

Required Qualifications:

  • 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Strong credit underwriting and credit analysis experience

  • Experience working with commercial or SBA loans $2MM and greater

  • Experience preparing a credit proposal

  • Knowledge and understanding of Small Business Administration (SBA) 7A and 504

  • A BS/BA degree or higher in accounting, finance, or economics

  • Knowledge and understanding of CRM, Small Business Administration

  • Knowledge and understanding of Small Business Administration (SBA) Standard Operating Procedures (SOP) and Policies

Position will sit in one of our SBA HUBS

Minneapolis, MN

Charlotte, NC

Tempe, AZ

Posting End Date:

26 Aug 2024

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: 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.

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.

Company: WELLS FARGO BANK

Req Number: R-391862-2

Updated: Thu Aug 22 02:56:19 UTC 2024

Location: CHARLOTTE,North Carolina



  • Charlotte, North Carolina, United States Wells Fargo Full time

    Job SummaryWe are seeking a highly skilled SBA Origination Underwriter to join our team at Wells Fargo. As an SBA Origination Underwriter, you will be responsible for researching complex credit investigations and diverse credit information for loans. This role requires a strong analytical mind and attention to detail to identify opportunities for process...


  • Charlotte, United States Truist Inc Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Find...

  • Underwriter

    3 weeks ago


    Charlotte, United States WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking an Underwriter for our Shared Services Operations Business Real Estate Services (BRES) team within Global Operations. Learn more about the career areas and lines of business at wellsfargojobs.com .This role will be responsible for reviewing appraisals and corresponding documentation to confirm and certify the property...

  • Underwriter

    1 month ago


    Charlotte, United States SoFi Full time

    Employee Applicant Privacy NoticeWho we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The...

  • Underwriter

    1 month ago


    Charlotte, United States SoFi Full time

    Employee Applicant Privacy NoticeWho we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The...


  • Charlotte, United States CPI Security Systems Full time

    As an Underwriting Representative, you will play a crucial role in the evaluation and analysis of sales for new and existing customers. Your responsibilities will include assessing the information provided in contracts, quotes, credit reports, homeownership, and additional documentation to provide approval on sales. This role requires a keen attention to...


  • Charlotte, United States CPI Security Full time

    Job DescriptionJob DescriptionAs an Underwriting Representative, you will play a crucial role in the evaluation and analysis of sales for new and existing customers. Your responsibilities will include assessing the information provided in contracts, quotes, credit reports, homeownership, and additional documentation to provide approval on sales. This role...


  • Charlotte, United States CPI Security Full time

    As an Underwriting Representative, you will play a crucial role in the evaluation and analysis of sales for new and existing customers. Your responsibilities will include assessing the information provided in contracts, quotes, credit reports, homeownership, and additional documentation to provide approval on sales. This role requires a keen attention to...


  • Charlotte, North Carolina, United States CPI Security Full time

    Insurance Underwriting Specialist Job DescriptionAs an Insurance Underwriting Specialist, your primary responsibility will be to evaluate and scrutinize sales transactions for both new and existing clientele. This role involves assessing documentation from contracts, quotations, credit evaluations, property ownership, and other relevant materials to...


  • Charlotte, North Carolina, United States CPI Security Full time

    Insurance Underwriting Specialist Job DescriptionAs an Insurance Underwriting Specialist, your primary responsibility will be to evaluate and scrutinize sales for both new and existing clientele. This role entails assessing information from contracts, quotes, credit evaluations, homeownership details, and other pertinent documents to render decisions on...


  • Charlotte, North Carolina, United States CPI Security Full time

    Insurance Underwriting Specialist Job DescriptionAs an Insurance Underwriting Specialist, your primary responsibility will be to assess and analyze sales for both new and existing clientele. This role entails reviewing documentation from contracts, quotes, credit evaluations, homeownership records, and other relevant materials to facilitate approval on sales...


  • Charlotte, United States The Ladders Full time

    At EMC, you'll put your skills to good use as an important member of our team. You can count on gaining valuable experience while contributing to the company's success. EMC strives to hire and retain the best people by engaging, developing and rewarding employees. EMC Insurance is looking for a Branch Underwriting Director. In this role, you will direct the...


  • Charlotte, North Carolina, United States Auto-Owners Insurance Full time

    About Auto-Owners InsuranceAuto-Owners Insurance is a top-rated insurance carrier that offers a challenging and rewarding career path for individuals who are passionate about creating financial security for others.Job SummaryWe are seeking a motivated and detail-oriented individual to join our Charlotte Underwriting team as an Underwriter Intern. As an...

  • Loan Originator

    2 days ago


    Charlotte, North Carolina, United States Lennar Mortgage Full time

    About the RoleWe are seeking a highly motivated and experienced Loan Officer to join our team at Lennar Mortgage. As a Loan Officer, you will be responsible for originating and processing mortgage loans for our customers.Key ResponsibilitiesOriginate and Process LoansMeet with customers to discuss their mortgage needs and provide guidance on loan...


  • Charlotte, North Carolina, United States Social Finance Ltd Full time

    About the RoleWe are seeking a skilled Mortgage Loan Review Specialist to join our team at Social Finance Ltd. As an Underwriter, you will play a critical role in reviewing and conducting appraisals of mortgage loan applications.Key ResponsibilitiesExamine and evaluate loan documents, including application forms, inspection reports, and financial reports, to...


  • Charlotte, North Carolina, United States IAT Insurance Group Full time

    IAT Surety is seeking a qualified Contract Surety Senior Underwriter to join our team. This position is essential for managing daily communications with designated agents concerning both new and ongoing accounts. The role involves collecting, assessing, and interpreting all relevant data on an account, ultimately providing recommendations or decisions to the...


  • Charlotte, North Carolina, United States NorthGroup Real Estate Full time

    Job SummaryWe are seeking a highly skilled Mortgage Loan Officer to join our team at NorthGroup Real Estate. As a Mortgage Loan Officer, you will be responsible for originating and processing mortgage loans for our clients.Key ResponsibilitiesOriginate and process mortgage loans for clients, ensuring timely and accurate completion of loan...


  • Charlotte, United States Auto-Owners Insurance Full time

    A career at Auto-Owners is challenging and rewarding. Our group of caring associates create financial security by helping individuals and businesses make a new start when a loss occurs. Job Description Auto-Owners Insurance, a top-rated insurance carrier, is seeking a motivated individual to join our Charlotte Underwriting team as an Underwriter Intern. The...


  • Charlotte, United States Rapid Mortgage Full time

    RAPID MORTGAGE Loan Originators (Opportunities available in multiple states across the U.S) Why choose Rapid Mortgage? We are a relationship based, purchase focused lender with a track record of helping loan officers grow their business. Co-Owner Mark Jaynes in partnership with Mortgage Marketing Animals (MMA) provides a proven internal coaching and...


  • Charlotte, United States Rapid Mortgage Full time

    RAPID MORTGAGE Loan Originators (Opportunities available in multiple states across the U.S) Why choose Rapid Mortgage?We are a relationship based, purchase focused lender with a track record of helping loan officers grow their business. Co-Owner Mark Jaynes in partnership with Mortgage Marketing Animals (MMA) provides a proven...