Talent.com
Wealth Management Underwriter

Wealth Management Underwriter

VirtualVocationsSacramento, California, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

A company is looking for a Wealth Management Underwriter 4 to analyze and evaluate residential loan applications remotely.

Key Responsibilities

Analyze and evaluate residential loan applications in accordance with industry and business unit standards

Gather, analyze, and interpret credit information for retail banking customers to maximize credit and minimize risk

Develop and maintain a loan underwriting portfolio consistent with the Bank's guidelines and approve or deny loans within set limits

Required Qualifications

Bachelor's degree or equivalent work experience

Seven or more years of mortgage underwriting experience

Advanced understanding of factors affecting real estate values and credit analysis

Good mathematical skills

Proficient computer navigation skills

serp_jobs.job_alerts.create_a_job

Wealth Management • Sacramento, California, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
Underwriter - Remote

Underwriter - Remote

TradeJobsWorkForce94209 Sacramento, CA, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time
Underwriter Job Duties : Analyze financial data related to loan requests.Evaluate loan do...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
J.P. Morgan Wealth Management Private Client Advisor - Roseville, Folsom and El Dorado Hills, CA

J.P. Morgan Wealth Management Private Client Advisor - Roseville, Folsom and El Dorado Hills, CA

JPMorgan ChaseRoseville, CA, US
serp_jobs.job_card.full_time
Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Senior Client Management Associate

Senior Client Management Associate

CAPTRUSTSacramento, CA, US
serp_jobs.job_card.full_time
Senior Client Management Associate.CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and / or formal training, to assist ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Senior Tax Professional - 2+ Yrs Paid Tax Experience Required

Senior Tax Professional - 2+ Yrs Paid Tax Experience Required

IntuitNEWCASTLE, California, United States
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Underwriter-Contractors

Underwriter-Contractors

JencapSacramento, CA, US
serp_jobs.job_card.full_time
We are one of the largest wholesale insurance intermediaries in the United States with expertise in wholesale brokerage, binding authority, and program management. The common thread woven throughout...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Underwriter

Underwriter

TradeJobsWorkForce94205 Sacramento, CA, US
serp_jobs.job_card.full_time
Underwriter Job Duties : Analyze financial data related to loan requests.Evaluate loan...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Wealth Advisor

Wealth Advisor

SAFE Credit UnionRepresa, CA, US
serp_jobs.job_card.full_time
THIS REQUIRES A LOCAL CANDIDATE - HYBRID.Why SAFE? SAFE offers so much more than just full medical, vision, dental, 401k matching, HSA, and FSA! Learn more about how we support our workforce!.Profe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Wealth Relationship Manager - Simi Valley, CA

Wealth Relationship Manager - Simi Valley, CA

CitigroupElk Grove, CA, US
serp_jobs.job_card.full_time
Wealth Relationship Manager - Simi Valley, CA.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Wealth Management Intern

Wealth Management Intern

CAPTRUSTSacramento, CA, US
serp_jobs.job_card.full_time
CAPTRUST is offering a paid internship in our Sacramento, CA office that will provide exposure to the inner workings of a wealth management firm. This position will be trained in different aspects o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Private Wealth Advisor

Private Wealth Advisor

U.S. BancorpSacramento, CA, US
serp_jobs.job_card.full_time
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives.Our teams advise clients holistically on wealth and estate planning, investments, banking, credit,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_less
  • serp_jobs.job_card.promoted
Retirement Plan Relationship Management Associate

Retirement Plan Relationship Management Associate

CAPTRUSTRoseville, CA, US
serp_jobs.job_card.full_time
Retirement Plan Relationship Management Associate.CAPTRUST is seeking a Retirement Plan Relationship Management Associate to work with one to several financial advisors to provide exceptional servi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Private Wealth AdvisorCategorySales & Relationship ManagementJob Id2025-0024590LocationSacramento, CA, United StatesPosting Start Date10 / 09 / 2025Anticipated Posting End Date10 / 24 / 2025Job TypeFull time

Private Wealth AdvisorCategorySales & Relationship ManagementJob Id2025-0024590LocationSacramento, CA, United StatesPosting Start Date10 / 09 / 2025Anticipated Posting End Date10 / 24 / 2025Job TypeFull time

US BankSacramento, CA, US
serp_jobs.job_card.full_time
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_less
  • serp_jobs.job_card.promoted
J.P. Morgan Wealth Management Private Client Advisor - Lincoln, Auburn, CA and Surrounding Areas

J.P. Morgan Wealth Management Private Client Advisor - Lincoln, Auburn, CA and Surrounding Areas

JPMorgan ChaseLincoln, CA, US
serp_jobs.job_card.full_time
Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Underwriting Consultant

Underwriting Consultant

MassMutualSacramento, CA, US
serp_jobs.job_card.full_time
Employer Industry : Life Insurance.Evaluate and manage all underwriting aspects of formal life insurance applications.Apply underwriting policies, guidelines, practices, and procedures.Assess eligib...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_hour
  • serp_jobs.job_card.promoted
Senior Commercial Field Underwriter CA

Senior Commercial Field Underwriter CA

WCF InsuranceSacramento, CA, US
serp_jobs.job_card.full_time
Senior Commercial Field Underwriter CA.WCF is an 'A' rated insurance carrier growing in the western states.The middle market underwriting department has an immediate opening for someone who can dem...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Senior Commercial Underwriter - Stockton, CA

Senior Commercial Underwriter - Stockton, CA

Insurance ReliefSacramento, CA, US
serp_jobs.job_card.full_time
Senior Commercial Underwriter - Stockton, CA.Join a well-established insurance company with over two decades of industry leadership, dedicated to crafting innovative risk solutions for complex acco...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Job Associate Underwriter

Job Associate Underwriter

H.W. Kaufman GroupRoseville, CA, US
serp_jobs.job_card.full_time
When someone needs coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox.Burns & Wilcox offers unparalleled resources and exposure for those looking to grow their...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
J.P. Morgan Wealth Management Private Client Advisor - Roseville, Folsom and El Dorado Hills, CA

J.P. Morgan Wealth Management Private Client Advisor - Roseville, Folsom and El Dorado Hills, CA

ChaseRoseville, CA, US
serp_jobs.job_card.full_time
serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
J.P. Morgan Wealth Management Private Client Advisor - Sacramento and Elk Gove, CA

J.P. Morgan Wealth Management Private Client Advisor - Sacramento and Elk Gove, CA

JPMorgan ChaseSacramento, CA, US
serp_jobs.job_card.full_time
Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Tax Accountant - 2+ Yrs Paid Tax Experience Required

Tax Accountant - 2+ Yrs Paid Tax Experience Required

IntuitMARYSVILLE, California, United States
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days