Credit Advisor, Global Wealth & Investment Management
Bank of America
full-time
Posted on:
Location Type: Office
Location: Beverly Hills • California • United States
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Salary
💰 $126,400 - $267,500 per year
About the role
- Leads the growth of funded loans and revenue while mitigating risks
- Develops, deepens, and sustains relationships with market leadership, Advisors, and clients
- Creates a client-centric culture by applying in-depth knowledge of clients
- Educates key partners and Advisors on platform capabilities and risk appetite
- Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management
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
- Manage ongoing loan portfolio (reporting, covenants, etc.)
Benefits
- Discretionary incentive eligible
- Industry-leading benefits
- Access to paid time off
- Resources and support for employees
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
commercial credit experiencewealth management credit experiencecredit skillsloan structuringdeal negotiationpreliminary analysisloan portfolio managementreportingcovenants
Soft skills
oral communicationwritten communicationorganizational skillsprioritizationcollaboration