Credit Officer II - Registered - Global Wealth & Investment Management - Securities Based Lending Specialist - Los Angeles
Core
Managing clients and related credit products for wealth management clients in Merrill, delivering securities-based lending solutions, and growing loan balances through partnership with advisors.
Role type
Senior IC Credit Officer (Securities-Based Lending)
Builds
Securities-based lending loan facilities and credit solutions for wealth management clients
Domain
Financial Services / Wealth Management / Securities-Based Lending
Required skills
Credit underwriting, Loan structuring, Risk management, Client relationship management, Regulatory compliance, Deal execution, Portfolio monitoring, Strategic planning, Team mentoring, Business development
Preferred skills
Marketing wealth management credit solutions, SIE license, Series 7 & 66 licenses
Technologies
None stated
Responsibilities
Partner with relationship management to assess client 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 while mitigating risks; 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 leadership potential