Newport Beach, CA16 days ago
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 limitsRequired Qualifications:⢠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.)Desired Qualifications:⢠Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds, yachts, as well as unsecured loans⢠BS degree / MBASkills:⢠Business Development⢠Loan Structuring⢠Negotiation⢠Prospecting⢠Relationship Building⢠Active Listening⢠Business Acumen⢠Client Management⢠Customer and Client Focus⢠Profitability Analysis⢠Influence⢠Pipeline Management⢠Portfolio Management⢠Problem Solving⢠Sales StrategyShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply à To proceed with your application, you must be at least 18 years of age. Job Description:The Credit Advisor (CA) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite.