UHNW Credit & Wealth Solutions Executive

Comunidade Metodista; Atlanta (GA); On-site; USD 150,000 - 210,000; Full time

Job summary

Bank of America Corporation in Atlanta, GA seeks a Credit Executive in Global Wealth & Investment Management to develop customized credit solutions for ultra-high-net-worth clients. You will lead the credit delivery process with Advisors, Underwriting, Risk, Portfolio Management, and educate partners on capabilities and risk appetite to drive growth.

This in-office role emphasizes relationship building, risk management, and delivering a seamless client experience for strategic wealth

Qualifications

• 10+ years of commercial credit or wealth management credit experience.
• Strong oral and written communication skills.
• Effectively present to Merrill leadership and advisors around Custom Credit.
• 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.)

Responsibilities

• 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.

Skills

Business Development

Loan Structuring

Negotiation

Prospecting

Relationship Building

Active Listening

Business Acumen

Client Management

Customer Focus

Profitability Analysis

Influence

Pipeline Management

Portfolio Management

Problem Solving

Sales Strategy

Education

BS degree

MBA

Job description

Bank of America Corporation in Atlanta, GA seeks a Credit Executive in Global Wealth & Investment Management to develop customized credit solutions for ultra-high-net-worth clients. You will lead the credit delivery process with Advisors, Underwriting, Risk, Portfolio Management, and educate partners on capabilities and risk appetite to drive growth.

This in-office role emphasizes relationship building, risk management, and delivering a seamless client experience for strategic wealth