Truist · 13 hours ago
High Net Worth Underwriter I
Atlanta, GA
Full-time
Onsite
Senior Level
7+ years expTruist is a financial institution seeking a High Net Worth Underwriter I to provide comprehensive underwriting and decisioning support for their Wealth Division. The role focuses on maximizing strategic Wealth Credit opportunities while ensuring acceptable risk and profitability expectations.
BankingFinanceFinancial Services
Responsibilities
Provide exceptional underwriting analysis, structuring, pricing and decisioning for all Wealth Division credit requests requiring co-approval within acceptable risk parameters
Demonstrate a deep understanding of complex cash flow and tax returns for clients with multiple revenue streams
Exhibit the knowledge and ability to underwrite "specialty products" to include marine, recreation vehicles, securities, Regulation O, Regulation U, and airplanes. Includes knowledge related to lending to non-US citizens
Utilize high level of credit knowledge to understand and justify situations that would warrant policy exceptions based on appropriate compensating factors
Facilitate coaching and training to new advisors and lenders, and reinforce where applicable, to appropriately structure and document complex credit facilities with emphasis on identifying and mitigating exceptions
Assist in underwriting Premier segmented clients when necessary and maintain the knowledge to underwrite all consumer products offered by Consumer Lending
Share feedback and ideas to management that would help improve process and decisioning functions of the Wealth Lending Process
Complete annual regulatory, compliance, job-related and career advancing training
Qualification
Required
Bachelor's degree in business or related field and seven years of wealth, commercial and/or complex retail lending experience or equivalent education with related training
Proficient analytical and problem-solving ability
Excellent interpersonal, verbal, and written communication skills
Advanced proficiency in credit underwriting analysis, problem-solving, deal-making, and risk management
Demonstrated proficiency in basic computer applications such as Microsoft Officer software products
Ability to travel, occasionally overnight
Preferred
Graduate of a Leadership Development Program or similar training program at a financial institution
Knowledge of Bank's operations, systems, compliance and regulatory issues
Experience in credit administration, risk management, commercial or small business underwriting analysis and relationship management
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
2026-01-16
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