Finance Intern supporting Accounts Payable team in an international environment. Gaining hands - on experience while applying academic knowledge in real - world financial operations.
About the role
- Credit Advisor developing and managing custom credit relationships for strategic wealth clients. Leading credit delivery process and collaborating with Advisors and underwriting teams to meet client needs.
Responsibilities
- Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements
- Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility
- Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients
- Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration
- Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience
- Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits
Requirements
- 10 plus years of commercial credit or wealth management credit experience
- Strong oral and written communication skills
- Effectively present to Private Bank leadership and advisors around Custom Credit
- Strong credit skills (commercial / UHNW)
- Organized and can handle/prioritize several transactions at the same time
- Ability to work well with underwriting, risk, and other business partners
- Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures
- Conduct preliminary analysis to determine viability of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc.)
- Manage ongoing loan portfolio (reporting, covenants, etc.)
Benefits
- Health insurance
- 401(k) matching
- Flexible work arrangements
- Professional development opportunities
- Competitive benefits to support physical, emotional, and financial well-being
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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