Senior Credit Underwriter / Credit Underwriter Ii - Global Wealth & Investment Management

Bank of America

In-office with some flexibility.
3-5+ years commercial credit experience
Financial analysis and accounting skills
Deal structuring for complex balance sheets
Bank of America is seeking a Senior Credit Underwriter or Credit Underwriter II to support credit underwriting and monitoring for its Global Wealth & Investment Management division. The ideal candidate will have extensive experience in credit analysis for high-net-worth clients and strong financial skills

Job Summary

  • This role supports responsible and profitable loan and revenue growth while managing a portfolio of existing, complex credit relationships.
  • The position requires performing comprehensive financial analysis to support credit decisions for ultra-high net worth clients including individuals, family offices, and trusts.
  • Candidates must lead the credit analysis process, review junior teammate work, and ensure full adherence to GWIM underwriting standards.

Matching Summary

Match Score: 85

Bank of America is seeking a Senior Credit Underwriter or Credit Underwriter II to support credit underwriting and monitoring for its Global Wealth & Investment Management division. The ideal candidate will have extensive experience in credit analysis for high-net-worth clients and strong financial skills.

Skills & Requirements

Must-have

  • 3-5+ years commercial credit experience
  • Financial analysis and accounting skills
  • Deal structuring for complex balance sheets
  • Marketable securities collateral analysis
  • Credit Approval Memo (CAM) documentation

Nice-to-have

  • Formal Credit Training preferred
  • Bachelor's degree in finance or accounting
  • Experience with marketable securities lending
  • Strong negotiation and communication skills
  • Ability to build business partnerships

Key Requirements

  • 3-5+ years of commercial or private wealth management credit experience
  • Strong financial analysis and deal structuring capabilities
  • Proficiency in Word, Excel, and PowerPoint

Work Rights

Not specified

Tailored Resume

Cover Letter