Senior Credit Underwriter-global Wealth And Investment Management

Bank of America (GHR)

Not specified; not specified; not specified
**
8+ years private wealth management credit experience
Strong financial analysis and accounting skills
Deal structuring for complex balance sheets
** Bank of America is seeking a Senior Credit Underwriter for its Global Wealth and Investment Management division, responsible for credit underwriting of new and existing clients. The ideal candidate will have extensive experience in private wealth management credit and strong financial analysis skills. **

Job Summary

  • The role involves independently managing transactions of moderate to high complexity for ultra-high-net-worth clients.
  • Candidates will lead the credit approval process, including writing detailed financial analysis and Credit Approval Memos.
  • The position requires coaching junior teammates and ensuring compliance with all laws, regulations, and internal policies.

Matching Summary

Match Score: 75

** Bank of America is seeking a Senior Credit Underwriter for its Global Wealth and Investment Management division, responsible for credit underwriting of new and existing clients. The ideal candidate will have extensive experience in private wealth management credit and strong financial analysis skills. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • 8+ years private wealth management credit experience
  • Strong financial analysis and accounting skills
  • Deal structuring for complex balance sheets
  • Proficiency in Word, Excel, and PowerPoint

Nice-to-have

  • Bachelor's degree in business or finance
  • Formal credit training certification
  • Experience with commercial real estate lending
  • Collaborative team environment

Key Requirements

  • 8+ years of private wealth management credit experience
  • High School Diploma / GED required
  • Strong deal structuring capabilities

Work Rights

Not specified

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