Credit Officer II - Registered - Global Wealth & Investment Banking - Securities Based Lending Specialist - Los Angeles Bank of America CorpCredit Officer II - Registered - Global Wealth & Investment Banking - Securities Based Lending Specialist - Los AngelesLos Angeles, CAHowever, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy" Responsibilities: Partners with relationship management and product partners to assess clients' credit needs and create solutionsLeads loan structure conversations and negotiates loan documentation with clients and internal/external legal partnersDrives credit and risk approval processes for new credit originations, renewals, increases, and modificationsLeads ongoing monitoring efforts for a portfolio of clients in compliance with regulations, policy and proceduresDrives the growth of funded loans and revenue while mitigating risks, maintaining asset quality and adhering to regulatory requirementsServes as an escalation point for complex credit transactionsMentors and supports associatesCultivate relationships with Merrill advisors to identify credit opportunities, support client outreach and implement SBL loan facilitiesDevelop and execute lending strategy and initiatives, in partnership with Merrill market leadership, to achieve SBL growth objectivesEducates Advisors and key partners on SBL capabilities and risk appetite to increase engagement and penetrationRequired Qualifications: 8+ years of experience in commercial or wealth management lending or providing wealth management solutions in partnership with advisorsEffective collaboration with Merrill leadership and advisors and partners to consistently deliver SBL solutions to wealth management clientsStrong oral and written communicationOrganized and can handle/prioritize ongoing business development across multiple Merrill marketsAbility to work well with underwriting, risk, and other business partnersFINRA 7 and 63 (or 66) licenses (if not currently licensed, must be completed within 120 days of start date).Desired This GWIM Credit Securities Based Lending (SBL) Specialist role is responsible for delivering securities-based lending solutions to wealth management clients in Merrill, and growing loan balances, through effective partnership with Merrill advisors and market leadership within the assigned geographic territory.
2027 Investment Banking Full-Time MBA Associate William Blair2027 Investment Banking Full-Time MBA AssociateLos Angeles, GeorgiaExecute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics.
Banking Operations - Senior Product Manager East West BankBanking Operations - Senior Product ManagerEl Monte, CaliforniaFull timeOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. The Product Manager oversees end-to-end operational and technology workflows, ensuring that incidents, enhancement requests, defects, and customer inquiries are properly prioritized, assigned, tracked, and resolved within established service levels.
Credit Originations Manager Regional Lead - Community Development Banking - Executive Director JPMorgan Chase & CoCredit Originations Manager Regional Lead - Community Development Banking - Executive DirectorLos Angeles, CAAs a Credit Originations Manager - Regional Lead, Executive Director within Community Development Banking (CDB), you will lead a regional team responsible for the end-to-end new loan origination process for CDB clients, including evaluating opportunities, structuring transactions, managing the credit approval workflow, and driving disciplined execution through closing and post-close handoff. In this role, you will be accountable for regional origination outcomes, team leadership, and consistent execution of the CDB credit origination lifecycle (evaluation/structuring, credit approval coordination, documentation/closing leadership, and ongoing transaction-related requests and escalations).