Credit Solutions Advisor

1 week ago


New York, New York, United States Bank of America Full time
Job Title: Credit Solutions Advisor

At Bank of America, we are committed to helping our clients achieve their financial goals through personalized banking solutions. As a Credit Solutions Advisor, you will play a critical role in providing expert advice and guidance to our clients, helping them navigate the complexities of borrowing and banking.

Key Responsibilities:
  • Acquire new and deepen existing client relationships by conducting client meetings and presenting customized solutions to clients.
  • Effectively balance sales performance, operational risk, and client relationship care by leveraging expertise.
  • Recommend financial advice and guidance that align with the clients' financial goals and needs.
  • Build and deepen relationships with new and existing clients by leveraging the full capabilities of the bank.
Requirements:
  • Minimum of 2 years of mortgage origination experience.
  • Knowledge of credit and home lending requirements.
  • Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively.
  • Communicates professionally, effectively, and confidently and is comfortable engaging all clients in person and over the phone.
Preferred Qualifications:
  • Experience working in a financial center where goals were met or exceeded.
  • Knowledge in analyzing and comprehending complex financial data and providing financial alternatives.
  • Knowledge of banking products and services.
Benefits:

As a Credit Solutions Advisor at Bank of America, you will be eligible for a competitive salary, benefits package, and opportunities for professional growth and development. We offer a dynamic and inclusive work environment, where you will have the opportunity to work with a diverse team of professionals and make a meaningful impact in the lives of our clients.



  • New York, New York, United States Bank of America Full time

    Job Title: Credit Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert advice. As a Credit Solutions Advisor, you will play a critical role in providing clients with tailored solutions to meet their borrowing and banking needs.Key Responsibilities:Build and maintain...


  • New York, New York, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.We are seeking a skilled Credit Solutions Advisor to join our team. As a key member...


  • New York, New York, United States HSBC Full time

    Senior Credit AdvisorAt HSBC, we're committed to providing our customers with the best possible financial solutions. As a Senior Credit Advisor, you'll play a critical role in identifying, structuring, and underwriting new credit opportunities. Your expertise will be invaluable in building trust with clients and providing creative solutions to meet their...


  • New York, New York, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. As a Credit Solutions Advisor, you will play a critical role in providing specialized and personalized service to our clients, offering advice and guidance on borrowing and banking options to help them achieve their...

  • Senior Credit Advisor

    19 hours ago


    New York, New York, United States HSBC Full time

    Job Title: Senior Credit AdvisorJob Summary:We are seeking a highly skilled Senior Credit Advisor to join our Private Banking team at HSBC. As a Senior Credit Advisor, you will be responsible for identifying, structuring, and underwriting new credit opportunities, as well as building trust with clients and managing risk.Key Responsibilities:Identify and...

  • Senior Credit Advisor

    20 hours ago


    New York, New York, United States HSBC Full time

    We're committed to fostering progress and growth, helping to create a better world for our customers, employees, investors, communities, and the planet we share.The Senior Credit Advisor will be the go-to expert on all credit and risk-based products, providing support to Private Banking relationship managers and business heads.Key Responsibilities:•...

  • Credit Associate

    3 weeks ago


    New York, New York, United States Sunstone Credit Full time

    About UsSunstone Credit is a pioneering financial technology company dedicated to democratizing access to renewable energy solutions for businesses. Our mission is to make it easier for small and medium-sized businesses to adopt solar energy, contributing to a cleaner and more sustainable economy.About YouYou are a detail-oriented and analytically skilled...


  • New York, New York, United States Bank of America Full time

    Job DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of...


  • New York, New York, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts helps clients pursue their life goals through personalized advice and guidance.We believe in building strong relationships with our clients and providing them...


  • New York, New York, United States Bank of America Full time

    Merrill Financial Solutions AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals helps clients pursue their financial goals through personalized advice and...


  • New York, New York, United States Aon Full time

    Job Title: Vice President of Credit SolutionsAon is seeking a highly skilled Vice President of Credit Solutions to join our team. As a key member of our Brokerage group within Aon Risk Solutions, you will play a critical role in empowering results for our clients by delivering innovative and effective solutions.This is a hybrid role that can be based in...


  • New York, New York, United States First Citizens Bank Full time

    Job SummaryWe are seeking a highly skilled Credit Solutions Manager to join our team at First Citizens Bank. As a key member of our Commercial Banking group, you will be responsible for managing a portfolio of client relationships within the Consumer Internet sector.Key ResponsibilitiesLead the structuring, underwriting, and closing of credit solutions for...


  • New Hartford, New York, United States First Source FCU Full time

    Job SummaryWe are seeking a highly skilled Financial Solutions Advisor to join our team at First Source FCU. As a key member of our team, you will be responsible for providing exceptional service to our members by counseling, educating, and offering solutions to ensure their financial success.Key Responsibilities:Contact members with negative balances to...


  • New York, New York, United States Aon Full time

    About the RoleAon is seeking a highly skilled Vice President of Credit Solutions to join our team. As a key member of our Brokerage group within Aon Risk Solutions, you will play a critical role in empowering results for our clients by delivering innovative and effective solutions.This is a hybrid role based in either Baltimore or New York City, offering the...


  • New York, New York, United States J Harlan Group, LLC Full time

    About the RoleWe are seeking a highly motivated and experienced Private Credit Associate to join our team at J Harlan Group, LLC. As a key member of our investment team, you will be responsible for evaluating and executing investments in various asset classes and across the capital structure.Key ResponsibilitiesSupport the sourcing and initial screening of...


  • New York, New York, United States Bank of America Full time

    Job DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors provides personalized advice and guidance to help clients achieve their financial goals.We are seeking a highly motivated and skilled...


  • New York, New York, United States S&P Global Full time

    About the Role:This is an exciting opportunity to join the C&RS (Credit & Risk Solutions) Team, a focused and dynamic group dedicated to expanding our Credit and Risk Solutions portfolio, which includes Credit Solutions (RatingsDirect and RatingsXpress), Risk Solutions (Credit Analytics, Scorecards, and Analytical Services), and Third-Party Risk (KY3P and...


  • New York, New York, United States Aon Full time

    About the RoleAon is seeking a highly skilled Vice President to join our team as a Credit Solutions expert. As a key member of our Brokerage group within Aon Risk Solutions, you will play a critical role in empowering results for our clients by delivering innovative and effective solutions.This is a hybrid role that can be based in either Baltimore or New...


  • New York, New York, United States S&P Global Full time

    About the Role:This is an exciting opportunity to join the C&RS Team, a focused and dynamic group dedicated to expanding our Credit and Risk Solutions portfolio. As a Senior Relationship Manager, you will play a pivotal role in driving revenue growth and enhancing client relationships, ensuring that our offerings meet the evolving needs of our customers.The...


  • New York, New York, United States J Harlan Group, LLC Full time

    About the RoleWe are seeking an experienced and highly motivated Managing Director of Private Credit to join our team at J Harlan Group, LLC.This is an exciting opportunity to be a key part of the growth of the firm, funds, and team, working closely with senior members to evaluate and execute investments within various asset classes and across the capital...