1+ months

Custom Credit Executive

New York, NY 10176
**Job Description:**



Member of the Custom Lending team which provides credit expertise for Financial Advisors in the UHNW market delivering complex lending solutions. Works with Merrill Private Wealth Management and Advisory to grow Custom Lending revenue through marketing efforts and deal support/management.



The Custom Credit Executive is a product advocate for credit in a large geographic region. Originates sound new business through Financial Advisors. Provides credit direction, expertise, and approval for strategically important clients. Leads credit product to targets. Delivers credit strategy for the region to clients. Understands market differences within region and coordinates best practices in terms of delivering thoughtful credit solutions. Works closely with clients and Advisors to define and deliver the best alternatives. Critical link to centralized underwriting and approval process. Accountable to asset quality and financial plan for the region.



Requirements:

Familiarity with cash flow credit skills and related market influences (profiling, structuring, underwriting, pricing, delivery)

10 plus years of commercial credit or wealth management credit experience or a combination of lending and credit experience

Prior experience required with a financial institution focusing on sales, preferably in the high net worth space

Strong verbal and written communication skills

Strong problem solving skills and the ability to influence others while building strong partnerships

Commercial Credit training strongly preferred

Series 7 and 63 or 66 required for this role

*** Candidates may apply without licenses, but must achieve all required licenses within 120 days of accepting the position ***



**Posting Date** : 05/13/2019



**Location** :

New York, NY, BANK OF AMERICA 5TH AVENUE BLDG, 767 5th Ave,

Melville, NY, BANK OF AMERICA, 300 BROADHOLLOW RD,

- United States



**Travel** : Yes, 5% of the time



**Full / Part-time** : Full time



**Hours Per Week** : 40



**Shift** : 1st shift



**Assistance for Applicants with Disabilities**



Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .



**Diversity & Inclusion**



At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.



**Frequently Asked Questions**



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Industry

  • Banking / Finance
Posted: 2019-05-15 Expires: 2019-07-13

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Custom Credit Executive

Bank of America
New York, NY 10176

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