Credit Underwriter II - Global Wealth & Investment Management

Description

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This job is responsible for supporting credit underwriting and monitoring for new and existing clients in partnership with a credit team. Key responsibilities include independently managing low-complexity transactions or portfolios, completing and reviewing credit analysis, evaluating risks, and writing financial analysis. Job expectations include leading the process, ensuring timely and accurate analysis, and coaching teammates on credit requirements.

The Credit Underwriter II (CUII) performs all underwriting tasks for consumer/commercial loan requests to high-net-worth clients of Global Wealth and Investment Management for Merrill Lynch Wealth Management.

The position includes structuring advice to client teams and credit partners, completion of customized credit approval packages, and management of the documentation process. This role interfaces with client teams, credit executives, risk, servicing and legal partners to support the time...