Wealth Credit Officer: Private Lending Solutions
$96.7k - $144.7kBank of America
Bank of America is looking for a GWIM Credit Officer in Charlotte, NC. The role involves developing credit strategies, establishing credit relationships with financial advisors, and supporting clients' lending needs. Candidates must have at least 3 years of experience in finance or banking, with a strong emphasis on client relationship management. The position requires both strong analytical skills and experience in loan structuring and portfolio management. This role offers a competitive salary range of $96,700 to $144,700 annually with comprehensive benefits. #J-18808-Ljbffr Bank of America
- ...Credit Officer, Global Wealth & Investment Management Chicago, Illinois;Columbia,... ...., LMA, ISBL, PCL, Custom Lending & Margin) to Financial Advisors... ...full suite of GWIM credit solutions and by supporting the... ...: o Marketing and selling Private Wealth credit solutions with...PrivateWork at officeFlexible hoursShift workDay shift
$98k - $162.5k
...include documenting credit analysis,... ...and expand custom lending relationships with strategic wealth clients. This role... ...individuals, family offices, trusts, and specialized... ...and deliver credit solutions Monitors the client... ...unsecured, insurance, private equity, and subscription...PrivateShift workDay shift- First Citizens in Charlotte seeks a Private Banker to provide comprehensive banking solutions for high net worth clients. You will manage a diverse portfolio, focusing on credit and wealth management while collaborating with wealth partners to enhance client experiences...Private
$84.15k
...Description At Regions, the Private Wealth Management Credit Portfolio Manager is... ...submitted by Private Wealth and Lending Advisors. This position... ...internal teammates, credit officers, and other bankers. Primary... ...decisions for PWM credit solutions Reviews loan documents...PrivateFull timeFlexible hours- ...documentation to make prudent credit decisions which maximize... ...to identify potential solutions for denied loan files... ...of mortgage lending regulations, underwriting... ...subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail...PrivateWork at office
- NACBA in Charlotte, North Carolina, is looking for a Sr Credit Underwriter responsible for credit underwriting new and existing clients... ...with policies. The ideal candidate will have 8+ years in private wealth management credit and strong financial analysis skills. This position...Private
$98k - $162.5k
...role is responsible for credit underwriting new and... ...in partnership with a private bank credit team. Key responsibilities... .... The Global Wealth Investment Management‑... ...to develop new custom lending relationships with strategic... ...(individuals, family offices, trusts, special wealth...PrivateBank staffShift workDay shift- ...Cincinnati has an opening for a Private Wealth Advisor (PWA) . This is an... ...resources and on-site back-office support. We are inviting you... ..., investments, banking, credit, real estate, insurance, charitable... ...to offer holistic financial solutions. Identify new business...PrivateTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
- ...ultra-high-net-worth mortgage loans. You will analyze personal financial statements, prepare credit packages, and support loan approval processes across GWIM, Private Wealth, and Merrill, including SAFE Act considerations. Responsibilities include financial statement...Private
- ## Loan Processor IV - Mortgage Lending (HYBRID)Postulerremote type: Hybridelocations: Charlotte, North Carolina: Jacksonville, Florida... ..., CEMA, condos and co-ops, Government, Right-Step, Jumbo and Wealth* Owns borrower communication on loan file from conditional approval...Temporary workSelf employmentLocal areaWork from homeFlexible hours
- ...America is committed to an in‑office culture with specific... ...and make an impact. Join us! Credit Officer II - Job Description... ...clients including healthcare, private universities, colleges and K‑... ...complex, integrated debt capital solutions for commercial banking clients...PrivateWork at officeShift workDay shift
- ...in Charlotte is seeking a Sr Credit Underwriter responsible for managing... ...focuses on developing custom lending relationships with strategic... ...8 years of experience in private wealth management and exceptional... ...benefits in a supportive in-office culture. #J-18808-Ljbffr Bank...PrivateWork at office
- ...A multi-billion multi-family office is seeking an experienced Senior Vice President... ..., delivering fully integrated wealth management solutions while contributing to the firm’s continued... ...families within a multi-family office, private bank, or RIA. Demonstrated ability to...PrivateFull timeWork at office
- ...include partnering with internal specialists, delivering investment solutions via targeted investment strategies, and preparing and... ...communication skills Thorough knowledge and understanding of the suite of Wealth Management products and services Strong analytical and...PrivateWork from homeShift workDay shift
- ...Senior Credit Analyst Renovo Financial is a rapidly-growing Chicago-based private lender serving real estate investors who acquire and... ...'s reliability and "win-win" solutions-oriented approach is just one... ...resource for Renovo's VP of Lending. Their primary responsibility...PrivateWork at office
- ...is committed to an in-office culture with specific requirements... ...job is responsible for credit underwriting new and... ...in partnership with a private bank credit team. Key... .... The Global Wealth Investment Management-Sr... ...developing new custom lending relationships with strategic...PrivateBank staffWork at officeShift workDay shift
$50k
...Join a Company Making Waves: Loan Officer at Ternus Lending, LLC Ternus Lending isn't just another lender-we're rapidly emerging as a force in the investment property lending space. Built by experienced real estate investors, we're redefining how financing works for...Remote work- Analyst, SPAR Business Partner - Private Wealth The Analyst position at StepStone Group focuses on supporting data processing and operational... ...StepStone Group specializes in private markets investment solutions They provide tailored advisory services and data-driven...PrivateInternship
$157.2k
...Description & Requirements The Private Client team helps high‑net‑worth individuals... ...approach that integrates wealth management, tax planning, and family office services, Forvis Mazars delivers... ...service lines to deliver integrated solutions for ultra‑high net worth (UHNW)...Work at office- Regions Bank is looking for a Specialized Corporate Senior Credit Officer in Charlotte, North Carolina. This role is accountable for credit quality and profitability of the business loan portfolio. The officer will manage credit exposure, report to management, and ensure...Full time
- Join JPMorganChase as a Loan Origination Associate I in Charlotte, NC, where you will enhance lending services and manage loan documentation processes. This role is critical for ensuring smooth loan transactions, collaborating with clients and various teams. The ideal candidate...
- ...Credit Officer II Bank of America's Healthcare Education and Not For Profit (HENFP) banking... ...profit clients including healthcare, private universities, colleges and K-12 schools... ...most complex, integrated debt capital solutions for commercial banking clients. Products...PrivateShift workDay shift
- ...America is committed to an in-office culture with specific... ...) banking group is seeking a Credit Officer II. HENFP is part of... ...clients including healthcare, private universities, colleges and K-... ...complex, integrated debt capital solutions for commercial banking clients...PrivateWork at officeShift workDay shift
- ...responsible for supporting credit underwriting and... ...GWIM Securities Based Lending Custom Credit Underwriter... ...relationships with strategic wealth clients. This role... ...including individuals, family offices, trusts, specialized... ...of commercial and/or private wealth management...PrivateShift workDay shift
- ...Private Wealth Investment Management Specialist Columbia, South Carolina;Charlotte, North... ...America. Merrill is committed to an in-office culture that supports collaboration,... ...internal specialists, delivering investment solutions via targeted investment strategies, and...PrivateWork at officeWork from homeShift workDay shift
$200k
Full-time Job Description The Senior Wealth Manager serves as the trusted advisor to... ...Wealth Directors, Fiduciary Specialists and Private Bankers, the Senior Wealth Manager is... ...market Strong knowledge of consumer lending; credit, documentation and portfolio management...PrivateFull time- ...client managers and 200+ wealth advisors have vigorous... ...financing and advisory solutions to help companies... ...professionals operating from offices in Salt Lake City,... ...objectives. Apply CRE credit and structuring experience from past CMBS lending roles, including familiarity...Contract workWork experience placementLocal areaFlexible hours
- ...Charlotte, Dallas, or New York offices. Summary The Director of Asset-Based Lending (ABL) Sponsor & Capital... ...opportunities owned by Private Equity (“sponsor”)... ...with internal credit, and product teams to deliver... ...high‑quality financing solutions. The Team Lead drives market...Private
- ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's... ...develop and implement excellent financial solutions and actively participate in the timely... ...computer skills with proficiency in Microsoft Office. Comfortable working in a...PrivateWork at officeLocal areaNight shift
$132.26k - $155.6k
...field Five or more years of experience in asset-based lending with strong communication, risk management, teamwork,... ...required Preferred Skills/Experience: Asset-based credit knowledge coupled with a solution orientated approach that mitigates the bank's risks...Temporary work
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