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Senior Operations Consultant - Global Operations

Plano, Texas;

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
This role is responsible for the day-to-day resolution of complex problems and the research and execution of complex transactions for multiple sites or larger business unit(s). Key responsibilities of the role include leading the design, development and implementation of products, systems, processes and services using discretion within the project management methodologies, with a strong focus on continuous improvement.

• Leads the design, development and implementation of complex products, systems and services in an operations environment using subject matter expertise.
• Manages projects and direct activities of a team related to special initiatives
• Advises as technical expert in assigned area by providing work direction, guidance and expertise to less experienced associates and training to associates and Business Partners on new complex initiatives
• Builds strong relationships with business partners across various lines of business
• Manages and defines responsibilities and accountabilities for key program/projects

Required Skills:
• Deep working knowledge of commercial lending, experience with complex credit agreements and structures, including syndications

• Ability to multi-task deliverables and adapt to changing environments

• Experience identifying risk along with the aptitude to implement needed controls into processes and procedures 
• Applies critical thinking to analyze, identify and deal with legal, business, reputation, and operational risk
• Highly organized self-starter, attentive to detail with strong time management skills and ability to balance competing priorities
• Strong ability to influence, negotiate and lead diverse groups to achieve desired results, especially in dealing with escalations
• High level of proficiency with Microsoft suite of applications and loan accounting platforms and systems (LoanIQ, CreditCenter, Global Fulfillment Solutions etc.)
• Works well in a team environment or independently with minimal supervision
• Problem Solving

• Overcoming Objections

• Presentation Skills

Desired Skills:

• Design Thinking

• Performance Management

LOB Specific Job Description:

The Syndicated and Corporate Lending Senior Operations Consultant provides consulting expertise and change execution for process, procedural and technology enhancements. Utilizing strong project and change management skills to meet aggressive deadlines. Work independently or in conjunction with other specialists as the work requires. Participate fully in team planning and work with colleagues to continuously improve the team’s performance. Provides work direction, guidance and expertise to less experienced associates and provides training to teammates on new and complex initiatives. Builds strong relationships with Business Partners across LOBs.  Has in-depth understanding of the business unit's operations processes and implications on other groups within the operations function and other divisions within the company. Knowledge acquired through increasingly responsible operations analysis work. Clearly recognized as a content expert by peers. Bachelor’s degree or equivalent preferred. Individual typically has 5-7 years of experience.

Additional Responsibilities:

Responsible for consultative activities for Syndicated and Corporate Lending fulfillment activities including:

  • Manage and document procedures including revision of existing documentation to ensure clarity and thoroughness

  • Root cause analysis of complex operating scenarios

  • Lead working sessions across end-to-end process to drive solutions

  • Participate as subject matter expert in technology initiatives including as a subject matter expert, driving the strategic vision to automate and de-risk the syndication booking process

  • Develops and delivers training on complex procedural changes

  • Acts as a subject matter expert, frequently consulted on the execution of complex loan transactions.

  • Participates in process and technology initiatives, both as a project lead and subject matter expert.  Utilizes knowledge and expertise to drive seamless implementation of new technology or processes.

Additional Requirements:

  • Finance, accounting or mathematics background or applicable experience

Additional Qualifications:

  • Knowledge of GCB (Global Corporate Bank)/GCIB (Global Corporate Investment Bank) environment, organizational alignment, strategic priorities

  • Attorney prepared/Syndicated loan legal document experience including complex legal contract review and analysis

  • Strives to challenge the status quo and bring new ideas to teams to drive innovation and unique solutions to better serve an evolving client base

  • Strong written communication skills including communications and procedures

  • Believes in value of diversity so we can reflect, connect, and meet the diverse needs of our clients and employees around the world


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: Yes, 5% of the time