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

Bank of America Merrill Lynch

Westlake Village, CA, US
Base: $80,000.00 - $135,000.00 annualized; bonus: ...
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3-5+ years commercial credit experience
Financial analysis and modeling skills
Complex loan structuring expertise
** Bank of America Merrill Lynch is seeking a Credit Underwriter II for its Global Wealth & Investment Management sector, responsible for evaluating clients' creditworthiness and managing customized lending relationships. The ideal candidate should possess strong financial analysis skills and relevant credit experience, along with the ability to communicate effectively and build partnerships. **

Job Summary

  • This role is responsible for analyzing and interpreting a client's credit worthiness while evaluating credit risks for custom lending opportunities.
  • The Credit Underwriter II partners closely with the Credit Advisor to develop and expand custom lending relationships with strategic wealth clients.
  • Employees are eligible for an annual discretionary award based on individual performance results and the overall success of the Company.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Credit Underwriter II for its Global Wealth & Investment Management sector, responsible for evaluating clients' creditworthiness and managing customized lending relationships. The ideal candidate should possess strong financial analysis skills and relevant credit experience, along with the ability to communicate effectively and build partnerships. **

Salary

Base: $80,000.00 - $135,000.00 annualized; Bonus: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • 3-5+ years commercial credit experience
  • Financial analysis and modeling skills
  • Complex loan structuring expertise

Nice-to-have

  • Formal credit training preferred
  • Strong negotiation and communication skills
  • Experience with ultra-high-net-worth clients

Key Requirements

  • Bachelor's degree in business, finance, accounting or economics preferred
  • 3-5+ years of commercial and/or private wealth management credit experience
  • Proficiency in Word, Excel and PowerPoint

Work Rights

Not specified

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