Bank of America
Credit Officer II - Registered - Global Wealth & Investment Management - Securities Based Lending Specialist - Los Angeles
$100K–$175K
Los Angeles · Full-time · Posted Sep 27, 2026
- Experience
- 8+ years; no alternatives stated.
- Education
- High School Diploma / GED / Secondary School or equivalent; bachelor’s degree preferred.
About the job
Delivers securities-based lending solutions to Merrill wealth management clients, partnering with advisors to grow loan balances, support deal execution, and manage credit risk.
What you'll do
- Assess client credit needs, structure loans, negotiate documentation, and drive credit approvals.
- Build relationships with Merrill advisors, educate partners on SBL solutions, and execute lending growth strategies.
- Monitor client portfolios, manage complex transactions and escalations, and mentor associates.
What they ask for
- 8+ years of experience in commercial or wealth management lending, or providing wealth management solutions in partnership with advisors.
- FINRA 7 and 63 (or 66) licenses; if not currently licensed, must be completed within 120 days of start date.
- Strong oral and written communication, collaboration, organization, and prioritization skills.
- Ability to work with underwriting, risk, and other business partners.
Nice to have
- FINRA SIE, Series 7 & 66.
- Bachelor’s degree; experience marketing and selling wealth management credit solutions through Advisors.
Pay
$100,000.00 - $175,000.00 annualized salary, base salary
Model-written summary · the original posting is authoritative