Support a team of Private Bankers and Wealth Advisors as a Senior Private Bank Underwriter for our nationally known client in the Beverly Hills market.
You'll work on a team of 9 underwriters supporting Private Bankers in the Wealth Management group. Must have experience analyzing complex financial and credit information for Commercial businesses and HNWI's. This is strictly an underwriting role, no client contact. Commercial Real Estate (CRE) experience is mandatory as well as private banking experience, this is a senior underwriting role, and you must be able to go from concept memo to full write up.
• Bachelor's degree
• 5-7 years of underwriting experience
• 5-7 years of financial analysis experience or a minimum of 3 years in a Custom Commercial and/or Private Bank Credit position
Credit Analysts and Commercial Underwriters are the backbones to any banking team. Stone & Associates works with credit trained analysts and underwriters throughout our footprint.