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Custom Credit Executive

New York, New York

Job Description:

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 ***

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-20052704

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Referral Bonus:

Check out the New York City office

Located in midtown Manhattan, we’re right across from Bryant Park and a short walk to Times Square, Broadway theaters, Grand Central Station, excellent shops and world-class restaurants.

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Street Address

Primary Location:
ONE BRYANT PARK, NY, New York, 10036