girl looking into her desktop
Back to search results

Structured Credit Execuitve

San Francisco, California

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 to individuals. Works with Merrill Private Wealth Management and Advisory team to grow Custom Lending revenue through marketing efforts, new loan production, deal support and portfolio management.

The Structured Credit Executive is a product advocate for credit in a targeted geographic territory.  Originates sound new credit business through close partnership with Financial Advisors and their clients. Provides credit direction, expertise, and approval for strategically important clients.  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 high net worth individual 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

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

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 to individuals. Works with Merrill Private Wealth Management and Advisory team to grow Custom Lending revenue through marketing efforts, new loan production, deal support and portfolio management.

The Structured Credit Executive is a product advocate for credit in a targeted geographic territory.  Originates sound new credit business through close partnership with Financial Advisors and their clients. Provides credit direction, expertise, and approval for strategically important clients.  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 high net worth individual 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

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21076452

Band: H4

Manages People: No

Travel: Yes, 20% of the time

Manager:

Talent Acquisition Contact:

Brandie Newsome

Referral Bonus:

0

Street Address

Primary Location:
555 California St, CA, San Francisco, 94104