UHNW Mortgage Underwriter
Remote · United States or Texas, United States
Job Summary
UHNW Mortgage Underwriter responsible for underwriting and analyzing multifaceted mortgage loans for high net-worth clients within delegated credit authority and MSPBNA policy. Role focuses on proactive pipeline management, guidance on complex income scenarios to partners and junior staff, and crafting solutions across income statements, tax returns, and asset structures (including trusts and LLCs). Requires collaboration with Mortgage Consultants, Relationship Managers, loan processors, Private Bankers, and Financial Advisors, with a strong emphasis on risk assessment, credit policy adherence, and delivering exceptional client service within wealth-management contexts.
Required Qualifications
- Minimum 10 years’ experience credit analysis and underwriting for high net-worth individuals
- Experience underwriting non-conforming loans
- Experience underwriting loans held in entities i.e. LLCs and Trusts
- College degree preferred or equivalent experience; advanced degree a plus
Desired Qualifications
- Experience underwriting mortgage loans for high net-worth individuals
- External Private bank lending experience
- Experience underwriting non-conforming loans
- Pipeline management experience
- College degree or equivalent experience, advanced degree a plus
- Ability to analyze complex income scenarios
- Strong communication skills
- Ability to partner with deal teams and wealth-management professionals
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