Credit Officer II - Registered - Global Wealth & Investment Management - Securities Based Lending Specialist - Los Angeles
Core
Managing clients and delivering securities-based lending (SBL) solutions to wealth management clients in Merrill, growing loan balances, and driving revenue while mitigating risks.
Role type
Senior IC credit officer (securities-based lending)
Builds
SBL loan facilities and funded loan balances for wealth management clients
Domain
Financial services / Wealth management / Securities-based lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Loan structuring, Underwriting, Credit documentation, Risk management, Client solutions advisory, Strategic thinking, Decision making, Business acumen, Coaching, Influence
Preferred skills
Marketing wealth management credit solutions, Mentoring associates, Developing lending strategies
Technologies
None stated
Responsibilities
Partner with relationship management to assess credit needs and create solutions; Lead loan structure conversations and negotiate documentation; Drive credit and risk approval processes; Lead ongoing monitoring for client portfolios; Drive growth of funded loans and revenue; Serve as escalation point for complex transactions; Mentor associates; Cultivate relationships with Merrill advisors; Develop and execute lending strategies; Educate advisors on SBL capabilities.
Seniority
Senior, hands-on IC with potential for team management