Finance Business Partner joining FP&A team to drive budget management and cost transparency. Important analytics and financial visibility in a SaaS environment using emerging tech.
About the role
- Credit Advisor managing custom credit relationships with ultra-high-net-worth clients at Bank of America. Driving funded loan balance and revenue growth while ensuring regulatory adherence.
Responsibilities
- Develop new custom credit relationships with strategic wealth clients
- Manage a portfolio of existing credit relationships
- Partner with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment
- Mitigate risks and adhere to regulatory requirements
Requirements
- 10 plus years of commercial credit or wealth management credit experience
- Strong oral and written communication skills
- Strong credit skills (commercial / UHNW)
- Ability to work well with underwriting, risk, and other business partners
- BS degree / MBA
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Industry-leading benefits
- Resources and support for employee impact
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