About this opportunity
Bank of America lists this Merrill Lending Solutions Advisor II opportunity in austin, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Merrill Lending Solutions Advisor II
nDallas, Texas;Austin, Texas; Chicago, Illinois; Houston, Texas
nTo proceed with your application, you must be at least 18 years of age.
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nTo proceed with your application, you must be at least 18 years of age.
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nBank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.
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nJob Description:
nThe Merrill Lending Solutions Advisor is a client- and advisor-facing role focused on driving adoption of lending solutions across Merrill Wealth Management. Lending Solutions Advisor are embedded within the business to lead targeted business development efforts, primarily with Private Wealth Advisors and Merrill Financial Advisors with a concentrated focus on Ultra High Net Worth (UHNW) clients. They serve as the first point of contact for early-stage lending conversations and partner closely with GWIM Credit Advisors to deliver a seamless advisor and client experience, from opportunity identification through deal structuring and execution.
nJob Description:
nResponsible for directing and managing credit activities for a group of Private Wealth Management geographic markets including underwriting, risk analysis, approval, and monitoring credit quality for their area. Covers a credit and derivative portfolio that will generally be greater than $5Bn.; responsible for evaluating all credit exposure within the assigned region or territory; talent nurture and development is a key responsibility. Exercises significant joinder credit approval authority, approving and providing expertise on highly complex transactions within markets supported. Balancing risk management goals with the growth and profitability objectives of the groups supported.
nResponsibilities:
nDrive growth by increasing advisor engagement and UHNW household penetration through education, opportunity identification, and early-stage client engagement
nConduct book reviews and one-on-one advisor education sessions to uncover lending opportunities
nLead initial client/prospect calls to discuss lending capabilities and gather financial information
nPre-screen custom lending opportunities for alignment with GWIM lending guidelines and risk policy
nPrepare high-level deal memos and coordinate on potential opportunities with Credit Advisors
nServe as advisor contact for key moments and escalations, as needed
nPresent and participate in Division, Market, and office-level meetings, lending panels, roadshows, and client events
nPartner on deal structure, terms, and pricing with Credit Advisors (Credit Advisors retain pricing and approval authority)
nStay current on lending solutions, risk policy, regulatory changes, and industry standards
nIdentify incremental lending opportunities through renewals and loan modifications
nContribute to Merrill Lending Solutions Group strategy, including product innovation and lending practice improvements
nRequired Qualifications :
n12+ years of experience in wealth management, commercial lending, or credit advisory roles
nStrong interpersonal and communication skills, with ability to build trust and credibility with advisors and leadership
nProven ability to educate and influence financial advisors on complex lending solutions
nStrong understanding of UHNW client needs and custom credit structuring
nAbility to manage multiple opportunities and deliver a high-quality advisor and client experience
nFamiliarity with credit policy, risk management, and regulatory frameworks
nnFINRA licenses: SIE, 7, 63 & 65 or 66 or ability to obtain.
n nDesired Qualifications:
nBachelor's degree preferred
nExperience structuring loans secured by commercial real estate, marketable securities, hedge funds, artwork, or other non-traditional collateral
nSkills in business development, relationship management, client engagement, and strategic thinking Skills Required: Skills:
nBusiness Development
nClient Management
nLoan Structuring
nRelationship Building
nActive Listening
nCredit Analysis
nPresentation Skills
nCollaboration
nStrategic Thinking
nPipeline Management
nProblem Solving
nSales Strategy
nShift:
n1st shift (United States of America)
nHours Per Week:
n40
nBank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
nView your "Know your Rights ( " poster.
nView the LA County Fair Chance Ordinance ( .
nBank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
nBank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.
nThis communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
nInvestment products offered through MLPF&S and insurance and annuity products offered through MLLA:
nAre Not FDIC Insured Are Not Bank Guaranteed May Lose Value
nAre Not Deposits Are Not Insured by Any Federal Government Agency Are not a condition to Any Banking Service or Activity
nMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
nTrust, fiduciary and investment management services are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
nBank of America Private Bank is a division of Bank of America, N.A.
nBanking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
n© 2026 Bank of America Corporation. All rights reserved.
Worksite address
austin, TX, 78716, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.