About this role:
Wells Fargo is seeking a Lead Wealth Underwriting Assistant in Banking, Lending and Trust (BL&T). Learn more about our career areas and lines of business at wellsfargojobs.com .
In this role, you will:
- Provide advanced lending support services in operations and customer service to credit teams and external clients.
- Ensure proper tracking and portfolio monitoring on an ongoing basis for compliance, documentation exceptions, financial statement collection; past due payment follow up, answering questions and solving problems involving custom lending systems and processes.
- Collaborates with other BL & T partner groups to research and resolve the most complex credit issues and client problems.
- Support performance and overall effectiveness of a team and cross-group administrative operations within Wealth Underwriting functional area
- Provide feedback and present ideas for improving or implementing processes and tools with functional area impact
- Perform or guide others on complex tasks or initiatives within Wealth Underwriting functional area that require planning, evaluation and interpretation
- Prioritize work and provide day to day leadership and mentorship to a Wealth Underwriting team
- Lead or contribute to implementation of new or revised processes and procedures that require coordination among multiple teams
- Provide guidance and subject matter expertise to an immediate team and Wealth Underwriting functional area on a wide range of information
- 4+ years of Wealth Underwriting support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Wealth management experience, preferred custom banking knowledge and client services
- Experience supporting and maintaining wealth credit portfolio management accounts
- Ability to provide administrative support, including responding to prospect/customer inquiries and requests for information
- Experience handling complex transactions on multiple systems
- Excellent verbal, written, and interpersonal communication skills
- Strong data entry and attention to detail skills
- Solid organizational, multi-tasking, and prioritizing skills
- Ability to develop and manage business relationships
- Solid problem-solving skills
- Ability to navigate multiple computer systems, applications, and utilize search tools to find information
- Strong analytical skills including analyzing complex data
- Ability to process complex transactions across multiple systems
- Knowledge CATools (Credit Analysis Tool), AFS, and Hogan
- Tableau experience
- Ability to take initiative and work independently with minimal supervision in a structured environment
- 550 S Tryon, Charlotte, NC 28202
- 90 S 7th St, Minneapolis MN 55402
- 2700 S Price Rd, Chandler AZ 85286
- 2710 Pine St E Bldg, St Louis MO 63103
- 801 Walnut Street; Des Moines, IA, 50309
- 5201 W Amelia Earhart Dr, Salt Lake City UT 84116
- This position is not eligible for Visa sponsorship.
- Candidate must reside within a reasonable commute to a site location listed.
- Relocation assistance is not available for this position.
- This position offers a hybrid work schedule.
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.
$25.48 - $41.83
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
6 Jul 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.
#BI-Hybrid
Skills Required
- 4+ years of Wealth Underwriting support experience or equivalent (work, training, military, education)
- Wealth management experience and custom banking knowledge
- Experience supporting and maintaining wealth credit portfolio management accounts
- Ability to provide administrative support, respond to prospect/customer inquiries and requests for information
- Experience handling complex transactions on multiple systems
- Excellent verbal, written, and interpersonal communication skills
- Strong data entry skills and attention to detail
- Organizational, multi-tasking, and prioritizing skills
- Ability to develop and manage business relationships
- Problem-solving skills and analytical ability to analyze complex data
- Ability to navigate multiple computer systems, applications, and search tools
- Ability to process complex transactions across multiple systems
- Knowledge of CATools (Credit Analysis Tool), AFS, and Hogan
- Tableau experience
- Ability to take initiative and work independently with minimal supervision
Wells Fargo Compensation & Benefits Highlights
How does Wells Fargo ensure its pay and bonus plans are competitive?
Wells Fargo ensures its pay and bonus plans remain competitive through a structured, performance-driven compensation philosophy combined with regular market benchmarking. The company’s approach is centered on “pay for performance,” meaning compensation is directly linked to individual contributions, business results, and overall company performance. This includes evaluating how employees meet regulatory expectations, manage risk responsibly, and contribute to long-term value creation.
To maintain market competitiveness, Wells Fargo conducts global compensation reviews using third-party consultants. These reviews assess both base salary and total compensation across the organization, factoring in role, level, tenure, and geographic differences. The company also evaluates pay equity and has reported no significant unexplained pay gaps following its most recent review. This process ensures that compensation remains aligned with industry standards while reinforcing fairness and transparency.
Bonuses and incentives are designed to reward strong performance and support retention of top talent. Compensation programs are structured not only to motivate employees but also to promote prudent risk management and discourage excessive risk-taking—an important consideration in financial services. In addition to performance-based pay, employees benefit from a comprehensive rewards package that includes a 401(k) match (up to 6%), stock purchase opportunities, and other financial wellness resources.
Together, these practices create a compensation framework that balances competitiveness, fairness, and long-term sustainability—helping Wells Fargo attract, retain, and reward talent across its global workforce.
Employee Perspective
“Wells Fargo has given me the opportunity to pursue my master’s degree. With the tuition reimbursement and the support of my managers, I’ve been able to gain some really valuable skills.”
— Destinee Richey, Business Intelligence Consultant
At-a-Glance
- Compensation philosophy: Pay for performance tied to individual, business, and company outcomes
- Market alignment: Global benchmarking with third-party consultants; no significant unexplained pay gaps
- Bonus structure: Performance-based incentives aligned with results and risk management
- Total rewards: 401(k) match up to 6%, stock purchase plan, financial wellness resources
External Signals
- Comprehensive Benefits: Employees give the company high marks for its benefits package, giving it an ‘A-’ rating and a 73% satisfaction score on external review sites (Comparably).
- LinkedIn Top Companies 2025: #3 overall, #1 in financial services
- Disability Equality Index: 100% score (multiple years)
- CAREERS & the disABLED Top Employers 2024: #3 ranking
- Military Friendly Employer (2025): Top 10 Gold Seal
Wells Fargo Insights
What We Do
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.1 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
Why Work With Us
We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. We ranked in the top 3 on the 2025 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career” in the U.S.
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