Senior Credit Underwriter - Custom Lending - Global Wealth & Investment Management

Bank of America (GHR)

Westlake Village, California, US
$98,000.00 - $162,500.00 annualized salary; discre...
Financial analysis and accounting skills
Deal structuring for complex balance sheets
Credit risk assessment and decisioning
This job is responsible for performing risk assessment and repayment capacity analysis (i.e., financial, borrower, industry, etc.) and preparing transaction justification for moderately complex/complex transactions with limited oversight

Job Summary

  • This job is responsible for performing risk assessment and repayment capacity analysis (i.e., financial, borrower, industry, etc.) and preparing transaction justification for moderately complex/complex transactions with limited oversight.
  • The Senior Credit Underwriter (SCU) partners closely with the Credit Advisor (CA) to develop and expand custom lending relationships with strategic wealth clients.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

This job is responsible for performing risk assessment and repayment capacity analysis (i.e., financial, borrower, industry, etc.) and preparing transaction justification for moderately complex/complex transactions with limited oversight.

Salary

$98,000.00 - $162,500.00 annualized salary; Discretionary incentive eligible; Benefits eligible

Skills & Requirements

Must-have

  • Financial analysis and accounting skills
  • Deal structuring for complex balance sheets
  • Credit risk assessment and decisioning
  • Loan structure analysis and recommendations
  • Portfolio monitoring and management
  • Adherence to credit policies and procedures

Nice-to-have

  • Building business partnerships
  • Mentoring and developing junior underwriters
  • Identifying process improvements
  • Client relationship expansion

Key Requirements

  • 10+ years commercial/private wealth management credit experience
  • High School Diploma / GED / Secondary School or equivalent
  • Proficiency in Word, Excel and PowerPoint

Work Rights

Not specified

Tailored Resume

Cover Letter