- Bank of America (St. Louis, MO)
- …lending relationships. The SCU performs and documents in-depth financial analysis for credit approval of ultra - high -net-worth clients (individuals, family ... Senior Credit Underwriter , Global Wealth & Investment...appetite, policies, and procedures. **Responsibilities:** *Support loan growth through high quality underwriting activities *Build credibility by developing, deepening,… more
- Truist (Philadelphia, PA)
- …is comprised of Wealth Advisors and Wealth Associates managing portfolios of affluent, high net worth and ultra - high net worth, multi-generational clients ... planning, insurance and risk management services, retail and mortgage credit , and general retail banking services) through the coordination...the team as credible and capable financial partners to high net worth and ultra - high … more