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Credit Advisor, Global Wealth & Investment Management
Bank of AmericaCredit Advisor developing relationships and managing credit solutions for wealth clients. Collaborating with teams to drive loan growth and maintain portfolio quality.
Posted 7/31/2026full-timeLos Angeles • California • 🇺🇸 United StatesSeniorLead💰 $126,000 - $250,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in commercial credit and wealth management, with a focus on developing client relationships, managing loan portfolios, and delivering tailored credit solutions. Strong communication and organizational skills are essential for collaborating with various teams and negotiating complex loan structures.
Highest-signal resume keywords
Commercial Credit ExperienceWealth Management Credit ExperienceCredit Skills (Commercial / UHNW)Portfolio ManagementNegotiation of Complex Loan Structures
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Credit AnalysisLoan StructuringTransaction ManagementRisk AssessmentDeal Sheet Preparation
Soft Skills
Oral CommunicationWritten CommunicationOrganizational Skills
Industry Keywords
Funded Loan BalanceRevenue GrowthClient ExperienceAdvisors EducationBusiness Partner Collaboration
About the role
Key responsibilities & impact- Develop custom credit relationships with strategic wealth clients
- Drive funded loan balance and revenue growth
- Manage a portfolio of existing credit relationships
- Educate Advisors on credit solutions and risk appetite
- Partner with various teams to deliver a seamless client experience
Requirements
What you’ll need- 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
- 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
Benefits
Comp & perks- Access to paid time off
- Support for physical, emotional, and financial wellness through affordable, competitive, and flexible benefits