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Senior Operations Consultant/Documentation Administrator

Toronto, , Canada

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

The Senior Operations Consultant will be responsible for the day-to-day resolution of complex problems and the execution of complex transactions for multiple sites or larger business unit(s), including research. Leads in the design, development and implementation of complex products, systems and services in an operations environment. Manages projects and direct activities of a team related to special initiatives of an operations nature. Functions as the technical expert in their assigned area. Major accountabilities are based on individual expertise and capabilities. Provides work direction, guidance and expertise to less experienced associates and provides training to associates and Business Partners 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.


  • Independently coordinate preparation and review of loan/lease documentation, funding, and booking transaction on system of record, for a variety of Vendor/Customer relationships following established guidelines specific to each;

  • Perform assigned tasks quickly and efficiently, responding to requests for information, communicating issues to appropriate parties and ensuring that responses to Vendors/Customers (internal and external) are prompt, professional and courteous;

  • Provide a consistently high-level of service to Vendors/Customers in a timely manner;

  • Interface on a daily basis with Operations Manager, internal associates, credit underwriters, group managing director, portfolio manager and customers as required;

  • Update Exception Tracking System for receipt of loan monitoring requirements, post close;

  • Interface with Records Administration to ensure proper routing and scanning of documents;

  • Exception escalation/reporting/resolution in conjunction with Operations Manager and local Credit team;

  • Utilization and review of a variety of systems and reporting tools required in the support of all above-mentioned tasks.


  • 7+ years of Equipment Finance documentation experience;

  • Bachelor degree or equivalent preferred;

  • Proficient in Word and Excel;

  • Detail oriented and ability to multi-task;

  • Self-Starter with excellent verbal, written and people skills;

  • Knowledge of the Uniform Commercial Code (PPSA in Canada);

  • Knowledge of Commercial Insurance;

  • Knowledge of TValue and/or Supertrump.

What Bank of America Offers

Bank of America embodies a culture that extends from how we think, to how we behave, and to how we measure performance. By achieving excellence - in everything we do, every time we do it - we deliver the full value of Bank of America for our clients, our shareholders and our employees.

Bank of America places a high value on talent and on maintaining a culture defined by meritocracy. For these reasons, it is deeply committed to professional development, opportunity and accountability at all levels of the organization.

Bank of America is an Equal Opportunity Employer.

Bank of America encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

Learn more about this role

Full time


Manages People:

Travel: Yes, 10% of the time

Street Address

Primary Location:
181 BAY ST, Toronto, M5J 2V8