Senior Credit Underwriter – Global Wealth and Investment Management

Bank of America

Senior Credit Underwriter managing a portfolio of clients underwriting moderate to high complexity. Collaborating with team to deliver timely and accurate credit analysis for strategic wealth clients.

Posted 6/26/2026full-timeNew York City • New York • 🇺🇸 United StatesSenior💰 $98,000 - $162,500 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

financial modelingloan structurecredit analysisdeal structuringfinancial analysisaccounting skillscredit approvalcustom loan productscredit relationshipseconomic analysis

Soft Skills

relationship managementindependent worksynthesis of informationcommunication

Tools & Technologies

WordExcelPowerPoint

Certifications & Qualifications

Formal Credit Training

Industry Keywords

private wealth managementcommercial creditcomplex balance sheetsincome streamscredit approval memos

About the role

Key responsibilities & impact

Manages a portfolio of clients underwriting moderate to high complexity
Independently works with Relationship Management, and Risk teammates to understand structuring needs and requirements
Delivers financial modeling, loan structure, industry, economic, and other analyses to team members to support the loan decision-making process
Completes Credit Approval Memos (CAM) and Modifications to obtain credit approval for complex, custom loan products
Serve as main point of contact for regional portfolio of credit relationships
Synthesize appropriate financial information to understand the client’s financial standing

Requirements

What you’ll need

8+ years of private wealth management credit of commercial credit experience
Strong financial analysis, accounting skills, and deal structuring for borrowers with complex balance sheets and income streams
Proficiency in Word, Excel and PowerPoint
Bachelor's degree in business administration, finance, accounting or economics preferred
Formal Credit Training and/or Commercial/Wealth Management credit experience preferred

Benefits

Comp & perks

Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.