Teams at Bank of America

Prepare and review commercial loan documentation to ensure compliance with bank policies, manage pre-closing and closing processes, ensure lien perfection, coordinate payments and Loan IQ bookings, and collaborate with legal, credit, client managers, and operational partners to deliver accurate, timely closings.

Entry-level Financial Solutions Advisor trainee who will obtain FINRA licenses (SIE, Series 7, Series 66), learn advisory skills, build and manage client relationships, recommend banking and investment solutions, collaborate with partners, and progress through staged training to a licensed advisor role. Role requires SAFE Act registration for residential mortgage activities.

Obtain SIE, Series 7 and Series 66 licenses on a required timetable, learn advisory skills, build and manage client relationships, deliver banking and investment solutions, collaborate with partners, and progress from Stage I to Stage II within Bank of America/Merrill.