Credit Assistant

Merrill Lynch, a Bank of America company, provides wealth management and investment solutions designed to help clients pursue their financial goals. Merrill emphasizes personalized guidance, transparency, client relationships and access to a broad range of banking, lending, investment and financial-planning resources
Merrill Lynch is seeking a detail-oriented and client-focused Credit Assistant to support credit-related administrative and operational activities within the wealth management environment.

The Credit Assistant will work closely with financial advisors, lending specialists, clients and internal teams to help coordinate credit documentation, maintain accurate account information, monitor workflow, respond to client-service requests and support the timely processing of credit-related activities.

Key Responsibilities

• Assist with the collection, organization and review of credit and lending documentation.
• Support the preparation and processing of credit-related requests in accordance with applicable procedures.
• Maintain accurate client and account information within authorized systems.
• Monitor outstanding documentation and follow up with appropriate internal parties when information is incomplete.
• Coordinate with financial advisors, lending specialists, operations teams and other internal partners.
• Respond professionally to routine client and internal inquiries and escalate matters requiring specialized assistance
  
  Client-Service Philosophy
• The Credit Assistant is expected to support Merrill's client-centered approach by keeping client needs at the center of day-to-day work.
• Merrill emphasizes listening to clients, understanding what matters to them, providing transparent information and helping advisors deliver personalized financial strategies.
• Accordingly, the successful candidate should:
• Treat clients and colleagues with professionalism and respect.
• Communicate clearly and accurately.
• Protect confidential information.
• Take ownership of assigned responsibilities.
• Provide timely follow-up.
• Recognize when an issue requires escalation.
• Work collaboratively with advisors and internal specialists.
• Maintain a service mindset while following established procedures.
  
  Risk, Compliance & Confidentiality
• Because the position operates within a financial-services environment, the Credit Assistant must consistently follow applicable company procedures and regulatory requirements.
• Responsibilities include:
• Protecting confidential client and financial information.
• Following applicable privacy and information-security requirements.
• Maintaining accurate records and documentation.
• Following established approval and escalation procedures.
• Avoiding unauthorized disclosure of client information.
• Escalating potential errors, discrepancies, suspicious activity or compliance concerns through appropriate internal channels.
• Completing required training and maintaining awareness of applicable policies and procedures.
  
  Important: The Credit Assistant does not independently approve credit, make lending decisions or provide investment recommendations unless specifically authorized and appropriately licensed.
  
  Equal Opportunity & Professional Standards
• Merrill and Bank of America are committed to maintaining a professional workplace where employees can contribute their skills and perspectives. Merrill has also emphasized the value of different backgrounds and perspectives in better serving teammates, clients and communities.
• Candidates should be prepared to meet applicable employment, compliance, confidentiality, training and professional-conduct requirements associated with the position.

Required qualifications:

• Legally authorized to work in the United States

Preferred qualifications:

• 19 years or older
• Access to personal devices for work: computer
• Background check
• Able to work from home