Teams at Bank of America

The Merrill Lending Solutions Advisor drives adoption of lending solutions among UHNW clients, manages credit activities, and oversees underwriting and risk analysis. They collaborate with advisors and clients, educate on lending capabilities, and contribute to strategy for product innovation in lending practices.

Responsible for acquiring new clients, managing client relationships, and promoting the bank's private banking services while ensuring compliance with SAFE Act requirements.

The Merrill Lending Solutions Advisor II drives adoption of lending solutions, manages credit activities, and engages with UHNW clients while ensuring risk management and profitability goals are met.