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GWIM Senior Credit Underwriter

Charlotte, North Carolina;

Job Description:

Job Description:
  • Facilitate marketable securities based loans throughout the origination and approval process.

  • Develop and maintain securities based lending parameters and capabilities, including credit and underwriting standards, acceptable collateral, and risk tolerances.

  • Underwrite and obtain credit approval for commercial and consumer loans for high net worth clients of Global Wealth and Investment Management.

  • Candidate should be able to underwrite and prepare written loan approvals.  


  • Familiarity with commercial lending and able to assist Private Bank and Merrill client teams with questions on loan structure, collateral, and underwriting.

  • Strong credit, negotiation, and communication skills.

  • Organized and detail oriented, with ability to multi-task.

  • Self-starter who can manage the credit process from beginning to end in a volume environment.

  • Working knowledge of Microsoft Excel and Word.

  • Experience in small business or commercial loan underwriting, as well as underwriting in a securities based lending environment, are extremely helpful.

  • BS/BA in related field preferred.


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No


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Referral Bonus: