Senior Credit Underwriter-global Wealth And Investment Management
Bank of America Merrill Lynch
Not specified; not specified; not specified
In-office with flexible attendance based on role-specific considerations.
8+ years private wealth or commercial credit experience
In-depth financial analysis and modeling skills
Loan structuring and documentation expertise
Bank of America Merrill Lynch is seeking a Senior Credit Underwriter for their Global Wealth and Investment Management division, responsible for credit underwriting for high-net-worth clients. The role requires extensive financial analysis and collaboration with various teams to manage complex credit transactions and relationships
Job Summary
This role is responsible for independently managing transactions of moderate to high complexity for ultra-high-net-worth clients.
The position requires leading the credit process, ensuring timely analysis, and coaching teammates on credit requirements.
Candidates will synthesize financial information to understand client standing including liquidity, leverage, and legal structures to arrive at appropriate credit decisions.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Senior Credit Underwriter for their Global Wealth and Investment Management division, responsible for credit underwriting for high-net-worth clients. The role requires extensive financial analysis and collaboration with various teams to manage complex credit transactions and relationships.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
8+ years private wealth or commercial credit experience
In-depth financial analysis and modeling skills
Loan structuring and documentation expertise
Risk assessment and credit approval authority
Experience with complex balance sheets
Nice-to-have
Formal credit training certification
Bachelor's degree in finance or accounting
Collaboration with relationship management teams
Coaching junior teammates on credit requirements
Key Requirements
8+ years of private wealth management or commercial credit experience
Strong financial analysis and deal structuring capabilities