Bank of America · 1 day ago
Senior Credit Advisor
LA Metro Area
Full-time
Onsite
Senior Level, Lead/Staff
12+ years expBank of America is a leading financial institution, and they are seeking a Senior Credit Advisor to drive the adoption of lending solutions across Merrill Wealth Management. This role involves managing credit activities, conducting advisor education sessions, and collaborating with Credit Advisors to enhance client experiences and identify lending opportunities.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Drive growth by increasing advisor engagement and UHNW household penetration through education, opportunity identification, and early-stage client engagement
Conduct book reviews and one-on-one advisor education sessions to uncover lending opportunities
Lead initial client/prospect calls to discuss lending capabilities and gather financial information
Pre-screen custom lending opportunities for alignment with GWIM lending guidelines and risk policy
Prepare high-level deal memos and coordinate on potential opportunities with Credit Advisors
Serve as advisor contact for key moments and escalations, as needed
Present and participate in Division, Market, and office-level meetings, lending panels, roadshows, and client events
Partner on deal structure, terms, and pricing with Credit Advisors (Credit Advisors retain pricing and approval authority)
Stay current on lending solutions, risk policy, regulatory changes, and industry standards
Identify incremental lending opportunities through renewals and loan modifications
Contribute to Merrill Lending Solutions Group strategy, including product innovation and lending practice improvements
Qualification
Required
12+ years of experience in wealth management, commercial lending, or credit advisory roles
Strong interpersonal and communication skills, with ability to build trust and credibility with advisors and leadership
Proven ability to educate and influence financial advisors on complex lending solutions
Strong understanding of UHNW client needs and custom credit structuring
Ability to manage multiple opportunities and deliver a high-quality advisor and client experience
Familiarity with credit policy, risk management, and regulatory frameworks
FINRA licenses: SIE, 7, 63 & 65 or 66, required
Preferred
Bachelor's degree preferred
Experience structuring loans secured by commercial real estate, marketable securities, hedge funds, artwork, or other non-traditional collateral
Skills in business development, relationship management, client engagement, and strategic thinking
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
10001+ employees
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
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