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Structured Credit Executive

Boston, Massachusetts

Job Description:

Member of the Structured Lending team that provides credit expertise for PCA teams in the Greater Boston market. The position works with PCA's and their management team to deliver complex lending solutions to their clients and prospects. Position will be responsible for new loan generation, the loan renewal process and portfolio servicing. 

The Structured Credit Executive is a product advocate for credit in a large geographic region. Originates sound new business through PCA teams. Provides credit direction, expertise and approval for strategically important 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 risk/approval process. Accountable for asset quality and financial plan for the markets covered. 
 

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 required for this role

*** Candidates may apply without licenses, but must achieve all required licenses within 180 days of accepting the position ***

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Member of the Structured Lending team that provides credit expertise for PCA teams in the Greater Boston market. The position works with PCA's and their management team to deliver complex lending solutions to their clients and prospects. Position will be responsible for new loan generation, the loan renewal process and portfolio servicing. 

The Structured Credit Executive is a product advocate for credit in a large geographic region. Originates sound new business through PCA teams. Provides credit direction, expertise and approval for strategically important 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 risk/approval process. Accountable for asset quality and financial plan for the markets covered. 
 

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 required for this role

*** Candidates may apply without licenses, but must achieve all required licenses within 180 days of accepting the position ***

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21052767

Band: H4

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Brandie Newsome

Referral Bonus:

0

Street Address

Primary Location:
100 FEDERAL ST, MA, Boston, 02110