High Net Worth Lending Specialist
1 week ago
Job Summary:
We are seeking a highly skilled High Net Worth Lending Specialist to join our team at Bank of America. This role is responsible for supporting the Credit Executive in developing new lending relationships with strategic wealth clients, driving funded loan balance and revenue growth while increasing profitability.
The purpose of this position is to use key financial measures and a consistent, structured financial approach to underwrite custom lending requests and manage a loan portfolio in alignment with our risk appetite, policies, and procedures.
About the JobIn this role, you will perform and document financial analysis for credit approval of ultra-high-net-worth clients (individuals, family offices, trusts, special wealth vehicles, etc.) in compliance with policy, procedures, and Global Wealth and Investment Management underwriting standards and guidelines.
- Support loan growth through high-quality underwriting activities.
- Develop, deepen, and sustain a value-driven relationship with Line of Business partners, while building credibility.
- Collaborate with Sales, Risk, Operations, and Portfolio Management to execute underwriting approval documents for custom lending transactions (new, renewal, modification) in a timely and accurate manner, while aligning to the bank's policy and procedures.
- Prepare concise written analysis of custom lending transactions, accurately detailing the client financial status, identifying, and mitigating key credit risks and mitigants, and documenting the terms and conditions of the transaction correctly.
- Identify, escalate, and debate data quality, regulatory, and/or policy breach issues, while delivering accurate and consistent data.
- Maintain asset quality within the defined Global Wealth and Investment Management risk appetite limits.
To be successful in this role, you will need:
- A strong financial analysis, accounting skills, and deal structuring for borrowers with complex balance sheets and income streams.
- 3-5+ years of commercial/private wealth management credit experience.
- Strong negotiation and communication skills.
- Proficiency in Word, Excel, and PowerPoint.
- Excellent interpersonal skills and the ability to build business partnerships with risk, services, and client teams who may not be co-located.
A formal credit training and/or commercial/wealth management credit experience are preferred. A Bachelor's degree in business administration, finance, accounting, or economics is also preferred.
Estimated Salary: $120,000 - $180,000 per year based on location and experience.
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