Wells Fargo Logo

Wells Fargo

Lead Wealth Underwriter - Legal Specialty Group

Posted 14 Hours Ago
Be an Early Applicant
Hybrid
Los Angeles, CA, USA
143K-224K Annually
Senior level
Hybrid
Los Angeles, CA, USA
143K-224K Annually
Senior level
Underwrite and structure complex commercial credit facilities for law firms and legal industry clients. Analyze financials, cash flow, collateral, and borrower performance; develop customized lending solutions; negotiate documentation; manage commercial portfolios; monitor risk; and present credit recommendations to senior leadership. Collaborate with private bankers, regional directors, attorneys, counsel, and other stakeholders while ensuring compliance with credit policies and regulatory standards.
The summary above was generated by AI
Make an Impact with One of the Nation's Leading Wealth Management Organizations
At Wells Fargo, we're committed to helping clients succeed financially while building careers that offer growth, purpose, and meaningful impact. Within Wealth & Investment Management (WIM), you'll work alongside experienced professionals serving affluent, high-net-worth, and ultra-high-net-worth clients across the country.
Our Banking, Lending & Trust (BL&T) team delivers sophisticated banking, lending, and trust solutions to successful individuals, families, family offices, and professional practices. As a member of our Legal Specialty Group (LSG), you'll play a key role in supporting some of the nation's most prominent law firms through customized credit strategies and complex financing solutions.
What You'll Do
  • Underwrite and structure complex commercial credit facilities for law firms and legal industry clients.
  • Analyze financial statements, cash flow, collateral, and borrower performance to assess risk and identify opportunities.
  • Develop creative, customized credit solutions that support client growth and long-term relationship objectives.
  • Partner closely with Private Bankers and Regional Directors to deliver an exceptional client experience.
  • Lead discussions involving credit structures, legal documentation, and transaction negotiations.
  • Review and negotiate legal documents in collaboration with internal and external counsel.
  • Present credit recommendations to senior leadership with clear, concise written and verbal communication.
  • Manage and monitor an existing portfolio of commercial relationships, identifying emerging risks and recommending solutions.
  • Ensure adherence to Wells Fargo credit policies, regulatory requirements, and risk management standards.
What Makes You Successful
  • Strong commercial credit and financial analysis skills.
  • Proven ability to structure sophisticated lending transactions.
  • Confidence working directly with senior business leaders, attorneys, and external stakeholders.
  • Strong executive presence and communication skills.
  • Ability to balance multiple priorities while delivering high-quality work in a fast-paced environment.
  • Sound judgment, intellectual curiosity, and a consultative approach to problem-solving.
Why Join Wells Fargo's Legal Specialty Group?
  • Work with a nationally recognized team serving sophisticated law firm clients.
  • Structure complex, customized credit solutions with meaningful transaction exposure.
  • Collaborate with experienced private banking, lending, and legal professionals.
  • Gain visibility with senior leadership and influential client relationships.
  • Build expertise within a highly specialized and growing segment of the commercial and wealth banking industry.
  • Enjoy opportunities for professional growth within one of the country's leading financial institutions.
Required Qualifications:
  • 5+ years of Wealth Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Experience underwriting commercial relationships within the legal industry.
  • Formal commercial credit training.
  • Capital markets knowledge and expertise.
  • Strong understanding of financial accounting, commercial lending structures, and banking products.
  • Experience reviewing and negotiating complex loan documentation.
  • Proven ability to build relationships and collaborate across multiple business partners.
  • Proficiency with Microsoft Office applications, including Excel and Word.
  • Bachelor's degree preferred.
Job Expectations:
  • Ability to travel up to 20%
  • Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $143,000.00 - $224,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
  • 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
Posting End Date:
9 Oct 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.
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.

Similar Jobs at Wells Fargo

6 Hours Ago
Hybrid
Glendale, CA, USA
Junior
Junior
Fintech • Financial Services
Solicits residential mortgage loans, develops referral relationships, consults with customers on loan products and rates, collects applications, analyzes credit and financial information, and matches borrowers with appropriate mortgage programs. Ensures compliant loan production, timely communication, customer satisfaction, and adherence to SAFE, NMLS, Regulation Z, underwriting, and company requirements.
Top Skills: NmlsRegulation ZSafe Mortgage Licensing Act
6 Hours Ago
Hybrid
Newhall, Santa Clarita, CA, USA
27K-41K Hourly
Junior
27K-41K Hourly
Junior
Fintech • Financial Services
Build and manage consumer and business customer relationships through discovery conversations, tailored banking and credit solutions, proactive outreach, referrals, and digital adoption. Resolve account inquiries, support deposits, lending, and investment needs, and maintain strong risk, documentation, compliance, and follow-up practices. The role requires active or timely completion of FINRA and state insurance licenses, SAFE registration, and availability to work most Saturdays.
Top Skills: Finra Series 6Finra Series 63Finra Series 65Safe RegistrationSecurities Industry Essentials (Sie)State Insurance License
6 Hours Ago
Hybrid
Santa Clarita, CA, USA
27K-41K Hourly
Junior
27K-41K Hourly
Junior
Fintech • Financial Services
Build and manage consumer and business banking relationships through needs-based conversations, tailored deposit, credit, and investment solutions, proactive outreach, referrals, and digital banking education. Resolve account inquiries, support customer retention and growth, maintain accurate documentation, and follow risk and regulatory requirements. The role requires collaboration with Wealth, Home Lending, and Business Banking teams, along with obtaining and maintaining FINRA, insurance, and SAFE licenses.

What you need to know about the Los Angeles Tech Scene

Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.

Key Facts About Los Angeles Tech

  • Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
  • Key Industries: Artificial intelligence, adtech, media, software, game development
  • Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
  • Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account