# Lead Wealth Underwriter - Legal Specialty Group at Wells Fargo

Wells Fargo is hiring a Lead Wealth Underwriter - Legal Specialty Group in Los Angeles, United States. Level rates it Little AI ●○○○; you can [apply on Wells Fargo](https://jobsbylevel.com/go/aeb0248a-d423-4950-b3f5-b0c34e0c00ba?utm_medium=ai-agent).

AI Level 1, AI centrality 0 out of 100. LOS ANGELES, CA.

## Details

- Company: [Wells Fargo](https://jobsbylevel.com/companies/wells-fargo)
- AI level: AI Level 1 (score 0 out of 100)
- Location: LOS ANGELES, CA
- Posted: September 23, 2026
- Apply: https://jobsbylevel.com/go/aeb0248a-d423-4950-b3f5-b0c34e0c00ba?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=lead-wealth-underwriter-legal-specialty-group-at-wells-fargo-ff2aa8

## Prepare for this job

The job page lists 4 likely interview questions for this offer, with a CV checklist: https://jobsbylevel.com/jobs/lead-wealth-underwriter-legal-specialty-group-at-wells-fargo-ff2aa8

## Description

Shape the Financial Strategies Behind Some of the Nation's Most Successful Law Firms At Wells Fargo, we help successful individuals, businesses, and institutions achieve their financial goals while creating extraordinary career opportunities for our employees. Within Wealth & Investment Management (WIM), our Banking, Lending & Trust (BL&T) division delivers customized banking and credit solutions to affluent, high-net-worth, and ultra-high-net-worth clients. As part of our nationally recognized Legal Specialty Group, you'll work with sophisticated law firm clients across the country, structuring complex credit solutions that support growth, partner capital needs, acquisitions, and strategic initiatives. This role offers the opportunity to combine advanced credit expertise with strategic client advisory work, partnering directly with Private Bankers, Regional Leadership, attorneys, and law firm executives on highly visible transactions. What You'll Do: As a Lead Wealth Underwriter, you'll serve as a trusted credit partner, helping evaluate, structure, and manage sophisticated lending relationships for law firms and related professional practices. You'll: Underwrite and structure complex commercial credit facilities tailored to client needs and strategic objectives. Analyze financial performance, cash flows, industry trends, and collateral to assess risk and identify opportunities. Develop innovative credit solutions that strengthen client relationships and support business growth. Partner with Private Bankers and leadership teams to provide strategic advice throughout the lending process. Lead transaction discussions involving credit structures, covenant negotiations, documentation, and deal execution. Present recommendations to senior credit leaders and decisionmakers with confidence and clarity. Manage an existing portfolio of legal-industry relationships, monitoring performance and identifying emerging risks. Review and negotiate loan documentation alongside internal and external counsel. Maintain sound risk practices while supporting business growth objectives. What Makes You Successful: You thrive in complex environments and enjoy balancing rigorous financial analysis with relationship-driven advisory work. Successful candidates often bring: Strong commercial credit underwriting and financial analysis experience. Expertise structuring sophisticated lending transactions. The ability to influence and communicate effectively with senior executives and business leaders. Executive presence and strong written and verbal communication skills. Sound judgment and a thoughtful, consultative approach to solving client challenges. A collaborative mindset with the ability to work across multiple stakeholders and business partners. Intellectual curiosity and a desire to learn and grow within a specialized market segment. 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: Commercial lending experience supporting law firms, professional services firms, or middle-market clients. Formal commercial credit training. Experience with complex loan documentation and transaction negotiations. Knowledge of capital markets, treasury, and broader banking solutions. Strong understanding of commercial financial statements, cash flow analysis, and lending structures. Bachelor's degree preferred. 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

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/lead-wealth-underwriter-legal-specialty-group-at-wells-fargo-ff2aa8

Source: https://jobsbylevel.com/jobs/lead-wealth-underwriter-legal-specialty-group-at-wells-fargo-ff2aa8

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