Newport Beach, California

Job Description:

The GWIM Credit Sales Analyst is responsible for actively developing and supporting strategies to identify and deliver Custom Credit lending solutions to Merrill Lynch clients and prospects by partnering with Financial Advisors. These responsibilities are achieved by ensuring wealth management clients are knowledgeable of the full suite of GWIM credit solutions and by supporting the flawless delivery of these solutions through a high-touch advisor/client experience. The GWIM Credit Sales Analyst will support the GWIM Custom Credit Executives by creating business development and marketing strategies, conducting initial deal analysis and manage loan renewals. The GWIM Credit Sales Analyst partners with Financial Advisors, Wealth Management Clients, GWIM Custom Lending Credit Executives, GWIM Credit leadership, Risk Management and other specialist organizations to support our clients.

Required skills:
Minimum of 3+ years of credit experience (business, commercial, recourse lending exp)
  • Demonstrates initiative /self-motivation
  • Possesses strong interpersonal skills
  • Possesses strong analytical skills
  • Demonstrates strong critical thinking
  • Demonstrates the ability to independently make decisions
  • Undergraduate Degree in Accounting, Finance, or related area is required
  • Series 7 and 63 (or 66) are required for the position.
  • *** Candidates may apply without licenses, but must achieve all required licenses within 180 days of accepting the position ***


Job Band:
H5

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
--> Job Description:

The GWIM Credit Sales Analyst is responsible for actively developing and supporting strategies to identify and deliver Custom Credit lending solutions to Merrill Lynch clients and prospects by partnering with Financial Advisors. These responsibilities are achieved by ensuring wealth management clients are knowledgeable of the full suite of GWIM credit solutions and by supporting the flawless delivery of these solutions through a high-touch advisor/client experience. The GWIM Credit Sales Analyst will support the GWIM Custom Credit Executives by creating business development and marketing strategies, conducting initial deal analysis and manage loan renewals. The GWIM Credit Sales Analyst partners with Financial Advisors, Wealth Management Clients, GWIM Custom Lending Credit Executives, GWIM Credit leadership, Risk Management and other specialist organizations to support our clients.

Required skills:
Minimum of 3+ years of credit experience (business, commercial, recourse lending exp)
  • Demonstrates initiative /self-motivation
  • Possesses strong interpersonal skills
  • Possesses strong analytical skills
  • Demonstrates strong critical thinking
  • Demonstrates the ability to independently make decisions
  • Undergraduate Degree in Accounting, Finance, or related area is required
  • Series 7 and 63 (or 66) are required for the position.
  • *** Candidates may apply without licenses, but must achieve all required licenses within 180 days of accepting the position ***


Job Band:
H5

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
Job Description:

The GWIM Credit Sales Analyst is responsible for actively developing and supporting strategies to identify and deliver Custom Credit lending solutions to Merrill Lynch clients and prospects by partnering with Financial Advisors. These responsibilities are achieved by ensuring wealth management clients are knowledgeable of the full suite of GWIM credit solutions and by supporting the flawless delivery of these solutions through a high-touch advisor/client experience. The GWIM Credit Sales Analyst will support the GWIM Custom Credit Executives by creating business development and marketing strategies, conducting initial deal analysis and manage loan renewals. The GWIM Credit Sales Analyst partners with Financial Advisors, Wealth Management Clients, GWIM Custom Lending Credit Executives, GWIM Credit leadership, Risk Management and other specialist organizations to support our clients.

Required skills:
Minimum of 3+ years of credit experience (business, commercial, recourse lending exp)
  • Demonstrates initiative /self-motivation
  • Possesses strong interpersonal skills
  • Possesses strong analytical skills
  • Demonstrates strong critical thinking
  • Demonstrates the ability to independently make decisions
  • Undergraduate Degree in Accounting, Finance, or related area is required
  • Series 7 and 63 (or 66) are required for the position.
  • *** Candidates may apply without licenses, but must achieve all required licenses within 180 days of accepting the position ***


Shift:
1st shift (United States of America)

Hours Per Week:
40
Learn more about this role

Newport Beach, California

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