CSAIII

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America 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 Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

 

Job Description:
This job is responsible for supporting Credit Officers on a daily basis in the underwriting, monitoring, and management of their portfolios. Key responsibilities include supporting credit underwriting, ongoing monitoring, and portfolio management of financing, treasury management, and traded products transactions. Job expectations include acting as a primary liaison with the credit teams, operations, and other business partners, handling more complex opportunities and may provide coaching to associates when dealing with day-to-day support activities.

Responsibilities:

• Coordinates pre- and post-closing activities which may include due diligence activities, creation of approval documents, and interaction with operations

• Monitors requirements by creating and clearing monitoring ticklers and sourcing required financial statements and other documents per the terms of the credit agreement or other documentation

• Identifies and resolves data quality issues

• Identifies opportunities to improve operational efficiency

• Understands policy and procedures and ensures compliance

• Leads or participates in special projects

Skills:

• Attention to Detail

• Data Collection and Entry

• Record Keeping

• Collaboration

• Customer and Client Focus

• Oral Communications

• Prioritization

• Written Communications

• Planning

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

Hours Per Week: