Senior Credit Products Specialist - Private Bank Securities Based Lending
Core
Strategic advisor responsible for structuring, negotiating, and managing private bank consumer and commercial credit relationships, ensuring portfolio health and supporting bank growth.
Role type
Senior IC credit products specialist (securities-based lending)
Builds
Complex credit transactions and loan agreements for private bank clients
Domain
Banking / Commercial Lending / Credit Risk
Required skills
complex credit structuring, underwriting, portfolio management, risk analysis, deal negotiation, macroeconomic analysis, legal documentation expertise, team mentorship
Preferred skills
MBA, CFA
Technologies
Credit Agreements, legal documentation frameworks
Responsibilities
Lead structuring and approval of complex credit transactions; monitor portfolio risk and identify industry trends; serve as strategic partner to RMs and senior leadership; negotiate credit agreements with clients and legal counsel; mentor junior credit professionals; identify process improvement opportunities
Seniority
Senior, hands-on IC with mentorship duties