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 evaluating and structuring complex transactions, managing portfolios, and adhering to regulatory requirements. Proven ability to develop strategic relationships with high-net-worth clients and influence stakeholders across various functions.

Highest-signal resume keywords

CRE Lending ExperienceComplex Transaction StructuringPortfolio ManagementRisk MitigationExecutive-Level Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Credit ApprovalCash-Flow AnalysisValuationLoan StructuringRegulatory ComplianceRisk AssessmentProduct StrategyProcess ImprovementTrainingUnderwriting Guidance

Soft Skills

Influencing SkillsPresentation SkillsRelationship ManagementProblem SolvingMulti-Priority Management

Industry Keywords

Commercial Real EstateWealth ManagementHigh-Net-Worth ClientsPortfolio GovernanceMarket Assessment

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
Manage existing portfolios and educate Advisors on solutions and risk appetite
Partner with Advisors, Underwriting, Risk, product leaders, Portfolio Management, and Servicing and Fulfillment on CRE lending products
Support product strategy, process optimization, training, field marketing, portfolio management, deal review, and credit approval across assigned markets and client segments
Evaluate complex opportunities and assess sponsor, collateral, market, cash-flow, and structural risk
Recommend terms and mitigants and facilitate timely escalation and decisioning
Identify recurring product, process, policy, and training needs
Monitor asset-quality trends and support responsible loan and revenue growth
Serve as a subject-matter expert on client opportunities across Sales, Underwriting, Portfolio Management, Servicing, Merrill, Bank of America Private Bank leadership, and Advisors
Lead funded-loan and revenue growth while mitigating risks and adhering to regulatory requirements
Develop and sustain relationships with market leadership, Advisors, and clients
Provide competitive deal structuring, issue resolution, and a consistent client experience
Educate partners and Advisors on platform capabilities and risk appetite
Maintain asset quality within defined GWIM risk appetite limits

Requirements

What you’ll need

10+ years of progressively responsible CRE lending, underwriting, credit approval, or related commercial credit experience
Demonstrated 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 with an appropriate level of role-specific flexibility
Opportunities to learn, grow, and make an impact
Affordable, competitive, and flexible benefits
Support for physical, emotional, and financial wellness
Annual discretionary incentive plan eligibility
Paid time off
Resources and support to make an impact and contribute to sustainable business growth