Senior UHNW Credit Advisor
Bank of America
Bank of America is hiring a Credit Advisor to lead the development of new custom credit relationships with ultra-high-net-worth clients and manage a portfolio of existing credit relationships. You will drive funded loan balance and revenue while educating Advisors on credit solutions and risk appetite, partnering with Underwriting, Risk, and Portfolio Management to deliver a seamless client experience. In this role, you will work within a targeted geographic territory, structure highly #J-18808-Ljbffr Bank of America
- ...role focuses on advising on estate and tax planning, trust administration, and business succession, with hands-on use of irrevocable trust tools and close collaboration with UHNW clients. JD required; California licensure preferred. #J-18808-Ljbffr BCG Attorney SearchSenior
$126k - $250k
...learn, grow, and make an impact. Join us!Job Description:The Credit Advisor (CA) is a client-facing role responsible for developing new custom... ...around Custom Credit• Strong credit skills (commercial / UHNW)• Organized and can handle/prioritize several transactions at...SuggestedFull timeWork at officeFlexible hoursDay shift- U.S. Bank in Newport Beach, CA is seeking an Underwriting & Credit Analysis professional to underwrite new originations, analyze borrower financials, collateral, and market conditions, and prepare clear credit analyses for decisioning. The role covers deal support, portfolio...Senior
- A financial firm specializing in commercial financing is seeking a Senior Credit Analyst to evaluate credit and assess risk. This full-time role involves collaborating with internal teams for credit-related matters, ensuring compliance and quality assurance throughout the...SeniorRemote jobFull timeFlexible hours
- ...competitive and flexible financing solutions. Role Description This is a full-time role (preferably on-site in Scottsdale, AZ) for a Senior Credit Analyst. Hybrid or remote may be considered for highly experienced applicants. The Senior Credit Analyst will be responsible for...SeniorFull timeRemote workFlexible hours
$750 per month
...career. Try new things, learn new skills and discover what you excel at—all from Day One.Job DescriptionThe Commercial Real Estate Senior Credit Analyst 3 manages portfolio risk by ensuring timeliness and accuracy of all credit actions, by providing guidance on credit...SeniorFull timeWork experience placementWork at officeLocal area3 days per week$36.74 - $45.38 per hour
Job Title: Senior Credit Analyst Location: Austin, TX What you'll do: As a Senior Credit Analyst you'll be primarily responsible to spread, manage and maintain financial background information on present and prospective customers, and develop credit studies for the Loan...SeniorHourly pay- BDO USA is seeking a Credit to Cash Senior Operations Analyst to monitor and facilitate issue resolution for daily billing and contract administration activities across regions. You will coordinate with transactional managers, lead analysts, and client-facing professionals...SeniorContract work
- ...monitoring. You will independently handle most underwriting tasks and analyze borrower and guarantor financial statements to prepare clear credit memoranda. The role requires 3+ years in commercial banking or related credit analysis, with strong MS Excel and PowerPoint...Senior
$36.73 - $45.38 per hour
Western Alliance Bancorporation in Costa Mesa is hiring a Senior Credit Analyst to analyze financial information and support credit risk assessments. You'll manage financial records, prepare reports, and collaborate with cross-functional teams. Ideal candidates will have...SeniorHourly pay- Citigroup Inc. is looking for an Investment Counselor Principal in Costa Mesa, California. This strategic role involves managing relationships with ultra-high net worth clients, providing tailored investment advice, and ensuring compliance with regulations. The ideal...Senior
- Western Alliance Bancorporation in Costa Mesa is seeking a Senior Credit Analyst who will be responsible for managing financial background information on clients. This role requires a Bachelor's degree and 2+ years of experience in Accounting, Finance or Economics. The...Senior
- BMO U.S. is seeking an experienced credit professional for commercial banking loans and credit solutions. You will analyze credit information, structure loans, and support lending decisions across an assigned client portfolio, while maintaining high levels of client service...Senior
- Fifth Third Bank in Costa Mesa, CA seeks a Senior Commercial Middle Market Credit Analyst to support end-to-end underwriting and portfolio monitoring. You will independently analyze borrower financials, prepare credit memos, and assist risk committees with robust analyses...Senior
- A prominent financial institution is seeking a Commercial Real Estate Portfolio Manager to manage risk and guide credit actions. This role involves overseeing a team, ensuring compliance with lending policies, and streamlining workflows across various departments. The...SeniorFlexible hours
$117k - $175k
...oversight. Key responsibilities include documenting credit analysis, independently assessing historic and... ..., and monitoring portfolio performance.The Senior Credit Underwriter (SCU) partners closely with the Credit Advisor (CA) to develop and expand custom lending relationships...SeniorFull timeWork at officeDay shift- PIMCO in Newport Beach invites a senior, business‑oriented Vice President, Product Manager to lead multi‑year product strategy and execution for Credit Technology platforms that support investment research, analytics, and trading workflows. You will partner with credit...Senior
$124.36k - $146.3k
...Capital group is seeking an experienced Commercial Real Estate Senior Underwriter to support a specialized portfolio of large private... ...experience is strongly preferred) who can work autonomously, apply sound credit judgment, and serve as a trusted underwriting resource to...SeniorFull timeWork at officeLocal area3 days per week- ...the support, balance, and resources to make a positive impact on the future - including your own. We’re actively seeking a talented Senior Actuary (FSA) - Enterprise Reinsurance to join our team in Newport Beach, CA, Omaha, NE, or Charlotte, NC. This role is hybrid with...SeniorFull timeWork at officeRelocation packageFlexible hours
- ...future - including your own.We’re actively seeking a talented Senior Actuary to join our Annuity Inforce Management in Newport Beach... ...adjustments. Assess the impact of non-guaranteed elements (e.g., credited rates) on earnings, giving management early line-of-sight into...SeniorFull timeWork at officeRelocation packageFlexible hours
- ...the support, balance, and resources to make a positive impact on the future - including your own.We’re actively seeking a talented Senior Actuary to join our Life Insurance Pricing team. This role is on-site 4 days per week and work from home 1 day per week in Newport...SeniorFull timeWork at officeWork from homeRelocation packageFlexible hours1 day per week
- Pacific Life is seeking an Actuary & Director of Annuity Product Innovation to lead innovative annuity product development. This role involves driving product research, pricing projects, and ensuring strategic alignment with company goals. Candidates should have over 8...SeniorRemote workFlexible hours
$250k
...seeking a Private Banker Func Group Manager in Costa Mesa, California. The role involves managing a team of professionals while serving UHNW clients through strategic financial advice and solutions. With over 15 years of experience required, candidates must demonstrate...- ...activities Independently execute most aspects of the underwriting process Analyze borrower and guarantor financial statements Prepare credit approval memoranda Manage ongoing portfolio monitoring activities Proactively identify emerging risks and elevate concerns Serve...SeniorWork at office
- ...Senior Actuarial Analyst (Hybrid #58757) Looking for the peace of mind that comes from working with a well-established company? California based insurer has a great opportunity for a Senior Actuarial Analyst who will be responsible for developing rate proposals & performing...Senior
- ...DW Simpson Global Actuarial & Analytics Recruitment is seeking a Senior Actuarial Analyst for a California-based insurer. The role focuses on developing rate proposals and performing loss reserves analyses for personal auto and homeowner’s insurance in a hybrid work environment...Senior
$128k - $252.5k
...of change and join us on this transformative journey. Recruiting for this role ends on 09/30/2026. Work you'll do As an Actuarial Senior Consultant on the Insights, Innovation & Operate team, you will be responsible for advising life insurance and annuity clients on actuarial...SeniorLocal areaVisa sponsorship$180.2k - $355.1k
...era of change and join us on this transformative journey. Recruiting for this role ends on 9/30/2026. Work you'll do As an Actuarial Senior Manager on the Human Capital team, you will be responsible for: Leading client engagements involving property and casualty (P&C)...SeniorLocal areaVisa sponsorship$71.1k - $145.9k
## Senior Commercial Middle Market Credit AnalystApplylocations: Costa Mesa: San Diego, CA: Ontario, CA: El Segundo, CA: Long Beach, CAtime type: Full timeposted on: Posted Todaytime left to apply: End Date: August 28, 2026 (30+ days left to apply)job requisition id: R...SeniorWork at office- ...Role Overview The Senior Actuary will support life insurance product projections, including Economic Value, Economic Capital, and Asset Adequacy Analysis, reporting to senior actuaries. Key Responsibilities Support regulatory and internal valuation requirements, oversee...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior UHNW Credit Advisor. Be the first to apply!
- credit advisor Newport Beach, CA
- credit counselor Newport Beach, CA
- credit consultant Newport Beach, CA
- senior technology project manager Newport Beach, CA
- remote senior business analyst Newport Beach, CA
- senior leadership Newport Beach, CA
- senior relationship manager Newport Beach, CA
- senior grant accountant Newport Beach, CA
- senior storage engineer Newport Beach, CA
- senior manager automotive Newport Beach, CA

