GWIM Credit Executive

1 month ago

West Palm Beach, Florida, United States Bank of America Full time
Job Title: GWIM Credit Executive

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.

As a GWIM Credit Executive, you will be responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite.

Key Responsibilities:

  • Lead the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements
  • Develop, deepen, and sustain relationships with market leadership, Advisors, and clients, while building credibility
  • Create 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
  • Partner and collaborate with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience
  • Maintain asset quality within the defined Global Wealth and Investment Management risk appetite limits

Requirements:

  • 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.)

Preferred Qualifications:

  • Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds, yachts, as well as unsecured loans
  • BS degree / MBA

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

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