Senior Credit Underwriter / Credit Underwriter Ii - Global Wealth & Investment Management
Bank of America Merrill Lynch
In-office/hybrid with flexibility based on role-specific considerations.
3-5 years credit experience
Financial analysis and accounting skills
Complex balance sheet structuring
Bank of America Merrill Lynch is seeking a Senior Credit Underwriter/Credit Underwriter II to support credit underwriting and monitoring for wealth management clients. The role involves managing credit analysis, leading processes, and collaborating with various teams to develop custom lending relationships, particularly for ultra-high net worth clients
Job Summary
This role supports responsible and profitable loan growth while managing a portfolio of existing complex credit relationships for ultra-high net worth clients.
The incumbent is responsible for performing comprehensive financial analysis, evaluating risks, and writing detailed financial reports to support credit decisions.
Candidates must partner closely with Credit Advisors and Risk teams to develop custom lending relationships and ensure adherence to all underwriting standards.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Senior Credit Underwriter/Credit Underwriter II to support credit underwriting and monitoring for wealth management clients. The role involves managing credit analysis, leading processes, and collaborating with various teams to develop custom lending relationships, particularly for ultra-high net worth clients.
Skills & Requirements
Must-have
3-5 years credit experience
Financial analysis and accounting skills
Complex balance sheet structuring
Marketable securities collateral analysis
Credit Approval Memo documentation
Nice-to-have
Formal credit training preferred
Strong negotiation and communication skills
Experience with marketable securities lending
Bachelor's degree in finance or accounting
Ability to build business partnerships
Key Requirements
3-5+ years commercial or private wealth credit experience
Proficiency in Word, Excel, and PowerPoint
Strong analytical thinking and attention to detail