Senior UHNW Lending Solutions Advisor

Bank of America; Chicago (IL); On-site; USD 175,000 - 247,500; Full time

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Annual discretionary incentive

Support for employee growth

Job summary

A leading financial institution is seeking a Lending Solutions Advisor in Chicago to enhance lending solution adoption among UHNW clients. Candidates must have over 12 years of relevant experience and strong communication skills to educate and engage financial advisors. This role involves driving strategic growth, managing multiple opportunities, and partnering closely with advisors to ensure a seamless client experience. The competitive salary ranges from $175,000 to $247,500 annually and offers industry-leading benefits and a collaborative working environment.

Qualifications

• 12+ years of experience in wealth management, commercial lending, or credit advisory roles.
• Strong interpersonal and communication skills.
• Proven ability to educate and influence financial advisors on complex lending solutions.
• Strong understanding of UHNW client needs and custom credit structuring.
• Ability to manage multiple opportunities and deliver a high-quality advisor and client experience.

Responsibilities

• Drive growth by increasing advisor engagement and UHNW household penetration.
• Conduct book reviews and one-on-one advisor education sessions.
• Lead initial client/prospect calls and gather financial information.
• Pre-screen custom lending opportunities for alignment with guidelines.
• Prepare high-level deal memos and coordinate with Credit Advisors.

Skills

Business Development

Client Management

Loan Structuring

Relationship Building

Active Listening

Credit Analysis

Presentation Skills

Collaboration

Strategic Thinking

Pipeline Management

Problem Solving

Sales Strategy

Education

Bachelor's degree preferred

Job description

A leading financial institution is seeking a Lending Solutions Advisor in Chicago to enhance lending solution adoption among UHNW clients. Candidates must have over 12 years of relevant experience and strong communication skills to educate and engage financial advisors. This role involves driving strategic growth, managing multiple opportunities, and partnering closely with advisors to ensure a seamless client experience. The competitive salary ranges from $175,000 to $247,500 annually and offers industry-leading benefits and a collaborative working environment.