Bank of America
Credit Advisor - Global Wealth & Investment Management
$126K–$250K
Charlotte +2 · Full-time · Posted Oct 26, 2026
- Location
- Charlotte
Chicago
Saint Louis - Experience
- 10+ years; progressively responsible CRE lending, underwriting, credit approval, or related commercial credit experience.
- Education
- Bachelor’s degree in Finance, Accounting, Real Estate, Economics, Business, or a related field is desired.
About the job
Develops and manages commercial real estate credit relationships and portfolios for wealth clients, structuring complex loans while supporting responsible growth and managing risk.
What you'll do
- Grow funded loans and revenue, maintain client and Advisor relationships, and provide competitive credit structuring and issue resolution.
- Evaluate complex CRE transactions, recommend terms and risk mitigants, and monitor portfolio quality and emerging risks.
- Partner with Product, Underwriting, Risk, Advisors, and Portfolio Management on execution, training, and product or process improvements.
What they ask for
- 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 communication skills and ability to influence partners across functions while managing multiple priorities.
Nice to have
- Experience serving high-net-worth clients in Wealth Management, Private Bank, or a similar platform.
- Experience in CRE product management or strategy, underwriting guidance, lending policy, process improvement, or professional training.
Pay
$126,000.00 - $250,000.00 USD annualized base salary
Model-written summary · the original posting is authoritative