• Merrill Lending Solutions Advisor II

    Bank of America (Tampa, FL)
    …point of contact for early-stage lending conversations and partner closely with GWIM Credit Advisors to deliver a seamless advisor and client experience, ... capabilities and gather financial information** **Pre-screen custom lending opportunities for alignment with GWIM ... solutions** **Strong understanding of UHNW client needs and custom credit structuring** **Ability to manage multiple… more
    Bank of America (01/09/26)
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