Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill 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. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for developing and maintaining a network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities from Bank of America Merrill Financial Advisors. Key responsibilities include responding to customer inquiries and referrals, conducting interviews with prospective borrowers, determining customer financing objectives, and advising customers of product/pricing policies and guidelines, while maintaining regulatory and compliance requirements of the Line of Business. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: Manages prospecting clients and the initial structuring processes, while determining customer financial objectives and lending needs Negotiates with the client on lending terms, preparing deal justification and related documentation, and advising on related policies and guidelines Maintains a network of relationships to drive business referrals for lending opportunities Works directly with clients through final loan approval and closing as necessary and ensures data quality of client and deal information Provides guidance to effectively challenge and influence the strategic direction and tactical approaches of priority decisions Maintains thorough knowledge of lending programs, policies, procedures, and regulatory requirements and understands the suite of Wealth Management products and services to support business requirements Manages multiple tasks and sets priorities in line with the bank's overall strategy and prioritization Required Qualifications: Minimum of five years of experience in a loan origination role with significant experience working with ultra-high net worth and affluent client base Demonstrated success in prospecting, generating leads, closing business and consistently meeting/exceeding production goals Strong background in the credit solutions, ranging from standard to custom mortgage products and other securities-based lending Significant experience building relationships with clients Understands processing, underwriting and/or closing procedures Working knowledge of federal regulations governing real estate lending Strong communicator, both verbally and in writing Self-motivated and highly organized Can prioritize multiple competing tasks Can build and maintain solid referral base (that is, strong community involvement/ties, established relationship with assigned Merrill Lynch financial advisors) Uses appropriate interpersonal styles, communication methods and approaches to gain clients Understands that the level of service provided is directly correlated to driving sales volume Note: Series 7 and 63 licensing is not required but may be maintained permissively Desired Qualifications: Familiarity with FHA and HUD guidelines Strong computer skills, including Microsoft applications and previous experience using laptop technology for communication purposes including accessing rate, credit and loan status information Demonstrates adaptability and flexibility Has a positive attitude Ability to take ownership/accountability and demonstrates integrity Bachelor’s Degree in business or related field Internal employees who are currently working from home ae still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy Skills: Client Solutions Advisory Collaboration Data Privacy and Protection Influence Networking Attention to Detail Client Management Credit Documentation Requirements Customer and Client Focus Problem Solving Active Listening Causation Analysis Conflict Management Loan Structuring Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Getting started Regardless of the position you are interested in, the starting points to building your resume are the same: 1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2. Think about why you can do the job and make a list of your skills that are relative to the job. 3. Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4. Summarize your abilities, accomplishments and skills into a brief, concise document. Considerations when writing a resume • Do be brief. Resumes should be 1-2 pages in length. • Do be upbeat and active in your wording. • Do emphasize what you have done clearly and concretely. • Do be neat and well organized. • Do have others proofread and critique your resume. Spell check. Make it error free. • Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible. • Don't be dishonest, always tell the truth about yourself in the most flattering light. • Don't include salary history or requirements. • Don't include references. • Don't include accomplishments that do not support your professional goals. • Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) • Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview 1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview? 2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available? 3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight. 4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down. 5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks. 6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease. 7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage. Pay Transparency - https://careers.bankofamerica.com/en-us/pay-transparency Privacy Statement - https://careers.bankofamerica.com/en-us/privacy-notice

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