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Loan Portfolio Specialist

2 months ago

Fort Lauderdale, Florida, United States Bank of America Full time
About the Role

We are seeking a highly skilled Credit Executive to join our team at Bank of America. As a key member of our Global Wealth and Investment Management division, you will be responsible for developing and maintaining relationships with our ultra-high-net-worth clients, driving funded loan balance and revenue growth, and managing a portfolio of existing credit relationships.

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
  • 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 able to handle/prioritize several transactions at the same time
  • Ability to work well with underwriting, risk, and other business partners
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
About Bank of America

Bank of America is committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. We are an equal opportunity employer and welcome applications from diverse candidates. We are dedicated to providing a safe and inclusive work environment for all employees.