UHNW Structured Lending Advisor
Truist
Truist Financial Corporation seeks a Structured Lending Advisor to partner with Wealth Advisors and deliver customized credit strategies for UHNW clients. The role focuses on structuring highly complex loan facilities and managing a sophisticated deal pipeline to drive portfolio growth and profitability. Ideal candidates have extensive experience in lending advisory, strong client relationships, and deep knowledge of credit risk policies. #J-18808-Ljbffr Truist
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the UHNW Structured Lending Advisor in Miami, FL vacancy
- ...America) Please review the following job description: The Structured Lending Advisor is a geographically (or segment) based, client-facing role,... ...wealth borrowing structures and credit facilities, targeting UHNW clients with AUM in excess of $25+MM. Borrower credit needs...StructuresFull timePart timeShift workDay shift
$185k
...Portfolio Manager is a Vice President role within US SCIB COO Lending Solutions responsible for portfolio management, credit monitoring... ...but requires the ability to support Infrastructure Finance, Structured Finance, Leveraged Finance, Investment Grade corporate lending...StructuresHourly payFull timeContract workWork experience placementShift work- ...experienced Commercial Portfolio Manager to support its Commercial Lending team in underwriting, credit analysis, portfolio management,... ...and collaborate with legal counsel on transaction structure and documentation requirements. Ensure adherence to internal credit...StructuresWork at office
$102k - $190k
...net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive... ...planning. This role combines credit and lending proficiency with investment and planning... ...for the role, and may include a commission structure. Salaries for part-time roles will be pro...StructuresFull timeContract workPart timeLocal areaShift work- ...Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the...SuggestedWork experience placementLocal areaImmediate startRelocation
JPMorgan Chase Bank, N.A.
Miami, FL2 days ago $365k - $400k
...financial services regulatory and compliance experience in mortgage lending and servicing, consumer finance, commercial finance,... ...earned wage access (EWA) products, as well as FinTech products and structures including, but not limited to, bank partnership models. In...StructuresFull timeTemporary workWork at officeFlexible hours$200k
...management, capital markets, and banking & lending Create sales and marketing strategies... ...as the client’s advocate and trusted advisor (primary contact) for strategic advice on... ...experience in Private Banking having covered the UHNW market / Extensive experience in working...Full timeCitigroup Inc
Miami, FL3 days ago- BCG Attorney Search in Miami seeks a mid-level associate to join its structured finance team. The candidate will leverage experience in asset-backed securitization and structured lending, including repo finance, digital infrastructure, and warehouse lending. Candidates...Structures
- ...Attorney Search in Miami, FL seeks a mid-level associate for its Structured Finance and Securitization team. The ideal candidate will have... ...institutions in asset-backed securitization and structured lending transactions. Candidates with general capital markets, private...Structures
- ...United States seeks a Multi-Family Office Associate to support UHNW families with high-touch client service, investment analysis, and... ...market research, portfolio analyses, and coordination with external advisors, private banks, tax specialists, custodians, and managers to...Work at office
- ...of financial transactions experience to join their finance and lending team in Miami, FL. The ideal candidate will have substantial... ...Requirements Experience with private funds, multi-tranche capital structures, and intercreditor arrangements. Comfortable leading and...StructuresLocal area
- Job Description Join our fun, high‑energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the...Work experience placementLocal areaImmediate startRelocation
- JPMorganChase is seeking a Senior Home Lending Advisor in Miami, FL to leverage your home lending expertise as the main contact for customers throughout their loan experience. This role involves coaching the branch team, collaborating with bankers, and enhancing customer...
- ...Miami, Florida. This role involves overseeing the evaluation, structuring, and management of commercial real estate loans, requiring expertise... ...s degree and 3+ years of experience in commercial real estate lending. Strong communication and organizational skills are essential....Structures
- Job Overview A law firm seeks a mid-level associate for its Structured Finance and Securitization team in Miami, FL. The ideal candidate... ...institutions in asset-backed securitization and structured lending transactions. Candidates with general capital markets, private...Structures
- Job Overview A law firm seeks a mid-level associate for its structured finance team in Miami. The ideal candidate will have experience in asset-backed securitization and structured lending transactions, with a focus on repo finance, digital infrastructure, trade receivable...Structures
$110.7k - $218.3k
...understanding of end-to-end banking products/operations (deposits, cards, lending, underwriting; credit products and servicing).Subject matter... ...LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not...StructuresWork at officeVisa sponsorship- ...in complex transactions, including multi-lender facilities and structured solutions. The role requires direct client interaction and... ...border and multi-currency deals. Handle cash-flow and asset-based lending, including senior and superpriority revolvers. Oversee multi-...Structures
- ...services regulatory and compliance matters. Handle issues related to mortgage lending, consumer finance, and commercial finance. Work with alternative lending products and FinTech structures. Assist with state licensing and compliance with financial services laws. Engage...StructuresFull timeWork at office
- ...compliance experience (particularly in the areas of mortgage lending and servicing, consumer finance, commercial finance, alternative... ...earned wage access (EWA) products , and FinTech products and structures). In addition, candidates should have significant experience with...StructuresFull time
- ...rapidly growing RIA that combines expert advisors with cutting-edge technology -... ...touch service to our ultra-high-net-worth (UHNW) clients. You'll leverage Farther's elite... ...wealth strategies including tax law, trust structures, estate planning, and alternative investments...StructuresWork at office
$365k - $420k
...multi-lender/syndicated facilities, unitranche/first-out-last-out structures, senior/mezz structures. You ’ll interface directly with... ...cross-border and multi-currency deals. Cash-flow and asset-based lending (senior, senior-stretch, superpriority revolvers). Multi-...StructuresFull timeWork at office3 days per week$120k - $250k
...Guerra Wealth Advisors At Guerra Wealth Advisors, we're redefining what it means to build... ...is in outside sales, mortgage lending, insurance, luxury sales, real estate, or... ...only experiences for your clients This structure enables Wealth Advisors to meet with clients...StructuresFull timeWork at officeAfternoon shiftWeekday work- ...commercial credit process. You will work with relationship managers to structure financing and manage complex client relationships. The role... .../HMDA and Reg B standards while coordinating with multiple stakeholders to optimize lending solutions. #J-18808-Ljbffr Regions BankStructures
- A leading financial services firm based in Miami is seeking a Senior Home Lending Advisor. In this role, you will guide clients through the home buying process, ensuring adherence to regulatory requirements while promoting financial products. Ideal candidates possess a...Local area
$41.71k - $65k
...and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications... ...and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number...StructuresPart timeLocal areaImmediate startDay shiftBMO Harris Bank
Miami, FL4 days ago- Santander Consumer USA Inc. seeks a Multi-Family Office Associate to manage UHNW clients, conduct market analysis, and prepare sophisticated portfolio reviews. You will collaborate with private banks, tax specialists, and custodians to support comprehensive client needs...Work at office
- ...the link below to review our Investment Professionals’ incentive structure. Investment Professionals' Compensation | Charles Schwab At... ...Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning....Structures
$235k - $340k
...You have experience in one or more of the following: securitization, leveraged finance, secured lending, capital markets, maritime, private equity, project finance, structured finance, real estate finance, aviation, rail. You have strong contract drafting and...StructuresContract workSummer workWork at officeLocal areaRemote workFlexible hours3 days per week$116.2k - $229.1k
...posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race,...StructuresLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to UHNW Structured Lending Advisor. Be the first to apply!
