girl looking into her desktop
Back to search results

Structured Credit Executive-HNW Custom Lending

Atlanta, Georgia

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 the Merrill Private Wealth Management Group (PWM) 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

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 Custom Lending team which provides credit expertise for Financial Advisors in the UHNW market delivering complex lending solutions. Works with the Merrill Private Wealth Management Group (PWM) 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

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21075329

Band: H4

Manages People: No

Travel: Yes, 20% of the time

Manager:

Talent Acquisition Contact:

Brandie Newsome

Referral Bonus:

0

Street Address

Primary Location:
3455 Peachtree Rd Ne, GA, Atlanta, 30326