Merrill Lending Solutions Advisor II

About this role

Job Description: The Merrill Lending Solutions Advisor is a client- and advisor-facing role focused on driving adoption of lending solutions across Merrill Wealth Management. Lending Solutions Advisor are embedded within the business to lead targeted business development efforts, primarily with Private Wealth Advisors and Merrill Financial Advisors with a concentrated focus on Ultra High Net Worth (UHNW) clients. They serve as the first point of contact for early-stage lending conversations and partner closely with GWIM Credit Advisors to deliver a seamless advisor and client experience, from opportunity identification through deal structuring and execution

Job Description: Responsible for directing and managing credit activities for a group of Private Wealth Management geographic markets including underwriting, risk analysis, approval, and monitoring credit quality for their area. Covers a credit and derivative portfolio that will generally be greater than $5Bn.; responsible for evaluating all credit exposure within the assigned region or territory; talent nurture and development is a key responsibility. Exercises significant joinder credit approval authority, approving and providing expertise on highly complex transactions within markets supported

Balancing risk management goals with the growth and profitability objectives of the groups supported. Responsibilities: Drive growth by increasing advisor engagement and UHNW household penetration through education, opportunity identification, and early-stage client engagement Conduct book reviews and one-on-one advisor education sessions to uncover lending opportunities Lead initial client/prospect calls to discuss lending capabilities and gather financial information Pre-screen custom lending opportunities for alignment with GWIM lending guidelines and risk policy Prepare high-level deal memos and coordinate on potential opportunities with Credit Advisors Serve as advisor contact for key moments and escalations, as n

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