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Custom Credit Executive

at Bank of America Corporation

Posted: 3/23/2020
Job Status: Full Time
Job Reference #: 19007989
Keywords: credit

Job Description

Job Description:

Member of the Custom Lending team which provides credit expertise for Financial Advisors in the UHNW market delivering complex lending solutions. Works with the senior members of the team and Merrill Lynch Private Banking Investment Group (PBIG) and Advisory to grow Custom Lending revenue through marketing efforts and deal support/management. Position will be responsible for the loan renewal process and portfolio servicing.

The Custom Credit Executive is a product advocate for credit in a large geographic region. Originates sound new business through Financial Advisors. Provides credit direction, expertise, and approval for strategically important clients. Leads credit product to targets. Delivers credit strategy for the region to clients. Understands market differences within region and coordinates best practices in terms of delivering thoughtful credit solutions. Works closely with clients and Advisors to define and deliver the best alternatives. Critical link to centralized underwriting and approval process. Accountable to asset quality and financial plan for the region.

• Familiarity with cash flow credit skills and related market influences (profiling, structuring, underwriting, pricing, delivery)
• 10 plus years of commercial credit or wealth management credit experience or a combination of lending and credit experience
• Prior experience required with a financial institution focusing on  sales, preferably in the high net worth space
• Strong verbal and written communication skills
• Strong problem solving skills and the ability to influence others while building strong partnerships\
• Commercial Credit training strongly preferred
• Series 7 and 63 or 66 required for this role
*** Candidates may apply without licenses, but must achieve all required licenses within 120 days of accepting the position ***


1st shift (United States of America)

Hours Per Week: 


At Bank of America, we’re creating real, meaningful relationships with individuals, businesses and communities to help them focus on what matters most. Every day, we connect with 57 million customers, using our skills and expertise to help make their lives better.

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Posted 30+ Days Ago

Full time