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.
Shift:1st shift (United States of America)
Hours Per Week:40
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