See Leveraged Finance Jobs


Associate Underwriter – Boston

31 October 2017

wells fargo logo

Wells Fargo Capital Finance is one of the top lead arrangers of asset-based loans in the U.S. with a large and diversified portfolio of close to 2,500 customers and $37 billion in loans outstanding.    Capital Finance offers traditional asset-based financing, specialized senior secured financing, accounts receivable financing, purchase order financing, and supply chain financing to a wide range of companies throughout the United States, Canada and the United Kingdom.

The Associate Underwriter will provide support to underwriters in all aspects of the prospect transaction process including underwriting, closing, and funding. Primary prospect transaction responsibilities include: spreading historical financial statements; spreading financial projections; calculating financial covenants; performing financial analysis, performing collateral analysis, calculating yield analysis; performing industry analysis; and assisting with financing memorandums. Coordination of the prospect due diligence information including historical financial statements, 10K’s, projected financial projections, background searches/compliance documentation, representations & warranties; etc. Interface and coordinate with the Originations, Loan Administration, Syndications, 3rd Party Appraisal Firms, 3rd Party Documentation Attorneys, Other Lenders, Etc.

Team members 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 and if 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.

Required Qualifications

  • 3+ years of commercial lending experience

Desired Qualifications

  • A BS/BA degree or higher in accounting, finance, or economics
  • Excellent verbal, written, and interpersonal communication skills
  • Intermediate Microsoft Office skills
  • Strong organizational, multi-tasking, and prioritizing skills
  • Financial modeling experience

Other Desired Qualifications

  • 1+ year of Asset Based Lending / Leveraged Finance experience
  • Oriented toward a fast paced deal driven environment
  • Bachelors Degree in Accounting or Finance


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Apply online (job ID 5355874)