Teams at Bank of America

Support credit underwriting and monitoring for new and existing clients. Manage portfolios of limited-to-moderate complexity, perform financial modeling and risk analysis, structure loans, lead documentation and closing, review and coach junior teammates, and execute credit approval responsibilities.

As a Financial Solutions Advisor, you will obtain necessary licenses, manage client relationships, and provide comprehensive financial advice. The role includes training to grow your expertise and progress to advanced advisory roles.

The Merrill Lending Solutions Advisor II focuses on driving lending solution adoption among Ultra High Net Worth clients by managing credit activities and supporting financial advisors in deal structuring and execution.