Credit Advisor, Global Wealth & Investment Management
Bank of America
full-time
Posted on:
Location Type: Office
Location: Tampa • Florida • 🇺🇸 United States
Visit company websiteJob Level
SeniorLead
About the role
- Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements
- Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility
- Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients
- Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration
- Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience
- Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits
Requirements
- 10 plus years of commercial credit or wealth management credit experience
- Strong oral and written communication skills
- Strong credit skills (commercial / UHNW)
- Organized and can handle/prioritize several transactions at the same time
- Ability to work well with underwriting, risk, and other business partners
- Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures
- Conduct preliminary analysis to determine viability of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc.)
- Manage ongoing loan portfolio (reporting, covenants, etc.)
- BS degree / MBA
Benefits
- competitive benefits to support their physical, emotional, and financial well-being
- health insurance
- retirement plans
- paid time off
- flexible work arrangements
- professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
commercial creditwealth management creditcredit analysisdeal structuringloan negotiationloan portfolio managementrisk ratingfinancial ratiosDSC analysis
Soft skills
communication skillsorganizational skillsrelationship buildingclient-centric approachcollaborationissue resolutionprioritization
Certifications
BS degreeMBA