Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements
Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility
Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients
Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration
Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience
Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits

10 plus years of commercial credit or wealth management credit experience
Strong oral and written communication skills
Effectively present to Merrill leadership and advisors around Custom Credit
Strong credit skills (commercial / UHNW)
Organized and can handle/prioritize several transactions at the same time
Ability to work well with underwriting, risk, and other business partners
Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures
Conduct preliminary analysis to determine viability of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc.
Manage ongoing loan portfolio (reporting, covenants, etc.)

This role is currently benefits eligible.
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Credit Advisor, Global Wealth & Investment Management

Key skills