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Wealth Underwriting Assistant

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Onsite

Wealth Underwriting Assistant

Wells Fargo

Wealth Underwriting Assistant

Skills

Compliance

2 months ago

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Important information


Contract type:

Permanent

Location:

Bengaluru, Karnataka, India

Work mode:

Onsite

Published on:

12 August 2026

What they need


Job Summary

Wells Fargo is seeking a Wealth Underwriting Assistant

In this role, you will:

  • Be responsible for providing basic and routine lending support services in operations, documentation, and customer service to Credit teams, and for interacting directly with client on loan related servicing activities
  • Identify ways to improve processes and offer ideas for own work and work group
  • Ensure proper booking and maintenance of loans, tracking, and monitoring of portfolios on an ongoing basis for issues related to compliance, documentation exceptions, financial statement collection, past due follow-up on payments and loans, and for answering questions and solving problems involving custom lending systems and processes
  • Receive direction from supervisor and escalate non-routine questions within Wealth Underwriting functional area
  • Interact with an immediate team and Wealth Underwriting functional area on a wide range of information, as well as internal and external customers

Required Qualifications

  • 1+ years of Wealth Underwriting support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

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