Credit Advisor – Global Wealth & Investment Management

Bank of America

. Develop new Commercial Real Estate credit relationships with strategic wealth clients .

Posted 10/26/2026full-timeUnited StatesSeniorLead💰 $126,000 - $250,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in Commercial Real Estate lending, including credit approval, underwriting, and portfolio management. Proven ability to evaluate complex transactions, influence stakeholders, and maintain asset quality within risk appetite limits.

Highest-signal resume keywords

CRE Lending ExperienceCredit Approval ExpertiseProperty Cash-Flow AnalysisExecutive-Level Communication SkillsRegulatory Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

CRE UnderwritingLoan StructuringPortfolio ManagementRisk MitigationComplex Transaction EvaluationValuation AssessmentProcess ImprovementProduct StrategyTraining ExperienceCredit Risk Analysis

Soft Skills

Influencing SkillsClient Relationship ManagementPresentation SkillsMulti-Priority ManagementIssue Resolution

Industry Keywords

Commercial Real EstateWealth ManagementHigh-Net-Worth ClientsRisk ManagementPortfolio GovernanceAsset Quality MonitoringMarket AssessmentField MarketingClient ExperienceFinancial Analysis

About the role

Key responsibilities & impact

Develop new Commercial Real Estate credit relationships with strategic wealth clients
Drive funded loan balances, revenue growth, and profitability while managing existing portfolios
Educate Advisors on lending solutions, platform capabilities, and risk appetite
Lead Commercial Real Estate lending product strategy, process optimization, training, field marketing, portfolio management, deal review, and credit approval across assigned markets and client segments
Evaluate complex opportunities and transactions across sponsor, collateral, market, cash-flow, valuation, and structural risk
Recommend terms and mitigants and facilitate timely escalation and decisioning
Partner with Advisors, Underwriting, Risk, Product, Portfolio Management, Operations, Servicing and Fulfillment
Monitor asset-quality trends, emerging risks, growth opportunities, and assigned portfolio segments
Provide competitive structuring, issue resolution, and consistent client experience as the primary CRE credit resource
Support policy, process, product, and training improvements
Maintain asset quality within Global Wealth and Investment Management risk appetite limits
Lead relationships with market leadership, Advisors, and clients while serving as a key point of contact for credit clients

Requirements

What you’ll need

10+ years of progressively responsible CRE lending, underwriting, credit approval, or related commercial credit experience
Experience evaluating, structuring, and approving complex CRE transactions across multiple property types
Strong knowledge of property cash-flow analysis, valuation, sponsor and market assessment, loan structuring, portfolio management, and risk mitigation
Executive-level written and verbal communication skills, including presenting complex credit matters to senior leadership and Risk
Ability to influence across Advisors, Underwriting, Risk, Portfolio Management, Operations, and senior leadership while managing multiple priorities in a fast-paced environment
Experience serving high-net-worth clients in Wealth Management, Private Bank, or a similar platform
CRE product management, product strategy, underwriting guidance, lending policy, process improvement, or professional training experience
Knowledge of regulatory, risk-management, and portfolio-governance considerations applicable to CRE lending
Bachelor’s degree in Finance, Accounting, Real Estate, Economics, Business, or a related field (desired)

Benefits

Comp & perks

In-office culture supporting collaboration, engagement, and career development
Opportunities to learn, grow, and make an impact
Affordable, competitive, and flexible benefits
Support for physical, emotional, and financial wellness
Annual discretionary incentive award based on individual, line of business/group, and company performance
Paid time off
Resources and support to contribute to business growth