Global Wealth Credit Specialist Lead

2 weeks ago

Newport Beach, California, United States Bank of America Full time

About the Team

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We are looking for a skilled Credit Manager, Global Wealth to join our team at Bank of America. As a member of our GWIM Credit Services team, you will be responsible for managing a portfolio of Private Wealth Management clients, working closely with the Central Administration Unit to ensure seamless execution of transactions.

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About the Role

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In this role, you will perform and document in-depth financial analysis for credit approval of ultra-high-net-worth clients, ensuring compliance with policy, procedures, and GWIM underwriting standards and guidelines. You will also collaborate with sales, credit, and risk partners to deliver custom credit solutions for our clients through underwriting excellence.

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Key Responsibilities

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  • Support loan growth through quality underwriting activities.">
  • Build credibility by developing, deepening, and sustaining value-driven relationships with business partners.">
  • Collaborate with Sales, Risk, Operations, and Portfolio Management to deliver seamlessly, execute transactions in a timely manner, and operate the business inside established metrics.">
  • Maintain asset quality, identify, escalate, and debate issues and deliver accurate and consistent data.">
  • Create a client-centric culture with in-depth knowledge of clients, timely renewals, and issue resolution, and competitive deal structuring as a key partner to the CE and LOB.">

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