The Credit Advisor is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients and driving funded loan balance growth
Job Summary
The Credit Advisor is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients and driving funded loan balance growth.
This position requires partnering with Underwriting, Risk, and Portfolio Management to deliver seamless client experiences while maintaining asset quality within defined risk appetite limits.
Employees are eligible for an annual discretionary award based on individual performance results and the overall success of the Company.
Matching Summary
The Credit Advisor is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients and driving funded loan balance growth.
Salary
Base: $126,400.00 - $267,500.00 annualized; Bonus: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off
Skills & Requirements
Must-have
10 plus years commercial credit experience
Strong oral and written communication skills
Ability to structure complex loan solutions
Experience with UHNW client relationships
Conduct preliminary loan viability analysis
Nice-to-have
In-depth knowledge of private bank leadership
Ability to work in an inclusive workplace culture
Experience with securities and artwork collateral
Strong problem-solving and negotiation skills
Commitment to responsible growth and profitability
Key Requirements
10 plus years of commercial credit or wealth management credit experience
BS degree / MBA preferred
Strong credit skills in commercial and UHNW sectors