Agency Management Operations jobs at Bank Of America in United Kingdom

Bromley - UK

Job Title:Credit Services Rep III

Corporate Title:Officer

Join our bustling Bromley office, situated in one of London’s greenest boroughs. Here you’ll find plentiful and easy commuting routes, with central London just 15 minutes away by train.

Responsibilities:

• Admin Vetting Lender set ups - Lender setup of multiple contacts as well as all RI’s listed for all currencies as well as methods.
• Call-back validation - Conduct call-back checks with counterparties to validate wiring instructions whilst operating in line with operational risk policies.
• Migration work on behalf of regions - Supporting the regional PCO team with permitted tasks, i.e. scrub work, bulk requests.
• Deal facility sheet (Agency) - PCO EMEA assist with the onboarding of the static data in LoanIQ for the Lender and Borrowers to ensure set up and completion for the agent on the deal facility sheet.
• Administrative Contact set up changes - Making sure contact information is up to date and any relevant primary information is selected. Example: Phone numbers, email addresses, fax and legal names etc.
• Name changes - Process legal entity name changes (e.g., due to mergers, acquisitions, or rebranding)
• Ad-hoc administrative tasks required in the support of the lending portfolio.

What we are looking for:

• You will have performed a similar role previously and have a deep understanding of maintaining payments in Loan IQ.
• Understanding of payments and SWIFT/FED message formatting.
• You will be able to act independently and apply a risk-based approach
• Loan IQ Experience preferable
• You will have excellent knowledge of lending, servicing, payments and loans
• You will have excellent organisational and prioritisation skills
• You will have excellent communication skills at all levels.

Skills that will help:

• Previous loan product, documentation and payments experience
• Microsoft Excel experience
• Having an analytical mindset

UK

• Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner
• Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons
• 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum
• The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc.
• Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services.
• Access to an Employee Assistance Program for confidential support and help for everyday matters
• Ability to donate to charities of your choice directly through payroll and the bank will match your contribution
• Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of the UK’s most iconic cultural institutions and exhibitions.
• Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Job Description:

Job Title:Agency Management Operations

Corporate Title
: Assistant Vice President

Join our bustling Bromley office, situated in one of London’s greenest boroughs. Here you’ll find plentiful and easy commuting routes, with central London just 15 minutes away by train.

Responsibilities:

This job is responsible for preparing and reviewing documentation in accordance with bank policies and procedures to facilitate closings with the client. Key responsibilities include working on routine to more complex documentation as assigned and interfacing working with company vendors, legal counsel, line

partners, and clients to ensure world-class documentation accuracy.

The team scope cuts across both syndication, export credit finance and leasing deals.

• You will manage your own portfolio of agency deals.
• You will support the Regional Ops Head and your team lead as one of the Senior persons on
• the team.
• You will be responsible for the day-to-day resolution of complex problems and the execution
• of complex transactions.
• You will review all credit agreements where we are agent in line with the Bank risk appetite
• and Loan Market Association agency provisions.
• You will have the ability to work under tight deadlines.
• You will build influential relationships with key leaders across the enterprise and industry.
• You will be responsible for communication and compliance with regulatory requirements.
• You will become familiar with and liaise between several lines of business with particular
• focus on Leverage Finance partners and debt trading.
• You will be the first point of contact for clients of the business and lenders.

What we are looking for:

• Ability to coordinate with multiple stakeholders and conflicting priorities
• Ability to manage timelines, display sound judgment, and identify points for
• escalation
• Collaborative, experienced in working with business partners to achieve goals and
• successfully complete projects and initiatives You will have previous agency management and/or document experience specific
• to the syndication loan market space.
• You will have experience liaising with internal partners up to executive level.
• Negotiation experience will be essential in this role.
• You will have experience as a project or deal coordinator in a previous role.
• Act as point of escalation and handle responsibilities.
• Loan IQ experience would be an advantage.

Skills that will help:

• Attention to Detail
• Customer and Client Focus
• Data Collection and Entry
• Due Diligence
• Prioritization
• Adaptability
• Business Acumen
• Oral Communications
• Written Communications
• Research.

UK

• At Bank of America, we strive to prioritise employees’ health and wellbeing – it’s what makes us a Great Place to Work.
• Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner.
• Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons.
• We offer 26-weeks paid maternity leave, 16-weeks paid paternity leave and inclusive family leave arrangements for working parents and carers including 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum.
• 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum.
• The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness, cycle to work etc.
• Access to free counselling through the Employee Assistance Program and virtual GP services through our private health care plan.
• Access to an Employee Assistance Program for confidential support and help for everyday matters.
• Ability to donate to charities of your choice directly through payroll and the bank will match your contribution.
• Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of the UK’s most iconic cultural institutions and exhibitions.
• Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Corporate Title: Up to Vice President

Join our bustling Bromley office, situated in one of London’s greenest boroughs. Here you will find plentiful and easy commuting routes, with central London just 15 minutes away by train.

Job Description:

This job is responsible for providing analytical support in a Global Markets Operations function for one or more operations product areas. Key responsibilities include analyzing and resolving highly complex operations problems and initiatives requiring exceptional handling and coordination of multiple operational and/or product specialists to resolve. Job expectations include managing projects and the introduction of new initiatives, systems, products, services, and processes and coordinating necessary expertise across multiple operations functions and products.

Responsibilities:

• Partners with Sales Associates, Client Outreach teams, GFC/RO’s, Compliance and various other internal operations groups
• Analyzes and resolves highly complex operational problems
• Supports ad-hoc projects for new processes or industry initiatives
• Law/Rule/Reg change implementation management
• Procedure writing

• Resource design and production
• Process design
• People/process/tech change management
• CDD/KYC Onboarding SME/consultant
• Training design and facilitation
• Write and manage communications
• Manage people, process and technology change, including audit issues
• Work with your peers to understand the interdependencies and impacts horizontally across the portfolio of change and act accordingly
• Understand the processes of and advocate for the AML Onboarding organization
• Manage socialization across impacted teams and work collaboratively with stakeholders
• Provide executive summaries on project statuses to senior leadership

Required skills:

• Experience in an AML/KYC related role
• Excellent communication skills, both oral and written
• Demonstrated knowledge of AML/KYC requirements and operational processes
• Strong influencing and executive presentation skills. Must be comfortable and effective interacting at all levels of the organization
• Strong organizational skills
• A flexible, team-spirited approach with the ability to work independently
• Ability to work accurately to tight deadlines in a demanding environment
• Attention to detail
• Proficiency MS Office products

Additional skills:

• Attention to Detail
• Critical Thinking
• Data Collection and Entry
• Recording/Organizing Information
• Research
• Fraud Management
• Interpret Relevant Laws, Rules, and Regulations
• Problem Solving
• Quality Assurance
• Risk Management
• Adaptability
• Customer and Client Focus
• Prioritization
• Result Orientation
• Written Communications

Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner

20 days of back-up childcare including virtual tutoring and 20 days of back-up adult care per annum

The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc

Use of a flex fund to use towards benefits

Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services

Ability to donate to charities of your choice directly through payroll and the bank will match your contribution

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Responsibilities:

• You will work with internal stakeholders to document regulatory requirements and analyse data fields
• You will liaise with technology and the business to document business scenarios and define data acceptance criteria
• You will engage with testing and quality assurance processes to confirm accuracy of reporting and ensure project development is aligned to requirements
• You will provide business analysis and project management support on regulatory transaction reporting implementation projects
• You will lead projects and/or remediation requirement documentation efforts based on identified gaps and controls needed for sustained performance
• You will develop, maintain, and report on an overall integrated delivery plan, raising any risks, developing a mitigation plan, and escalating issues appropriately to respective stakeholders

What we are looking for:

• Business Analysis and/or Project Management experience including analysis techniques and project management methodologies.
• Excellent communication, both verbal and written.
• Experience managing stakeholders of all levels & being able to articulate large scale information into executive summaries
• Experience in identifying process improvements and seeing projects through to the end

Skills that will help (optional):

• You will have knowledge of financial regulatory transaction reporting requirements including MiFID/MiFIR (TR and PTT), EMIR, SFTR, CFTC, SEC reporting
• A proven track record of liaising with technology teams will be a plus
• Being able to work unsupervised, to tight deadlines would be a plus
• Experience working with Microsoft Office and JIRA would be an advantage
• Knowledge of structured project management methods such as PRINCE2 or Microsoft Solutions Framework
• Experience implementing process improvement would be a plus.

UK

• Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner
• Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons
• 20 days of back-up childcare including virtual tutoring and 20 days of back-up adult care per annum
• The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc
• Use of a flex fund to use towards benefits
• Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services
• Ability to donate to charities of your choice directly through payroll and the bank will match your contribution
• Opportunity to access our Arts & Culture corporate membership programme and receive discounted entry to some of the UK and Ireland’s most iconic cultural institutions
• Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Corporate Title: Up to VP

Join our bustling Bromley office, situated in one of London’s greenest boroughs. Here you’ll find plentiful and easy commuting routes, with central London just 15 minutes away by train.

Role Description:

This job is responsible for preparing and reviewing documentation in accordance with the bank's policies and procedures to facilitate closings with the client and ensure lien perfection. Key responsibilities include working on highly complex documentation, supporting Loan Administrators with their primary responsibilities, and assisting the Market Leader in directing workflow and performing quality assurance. Job expectations include working with company vendors, legal counsel, line partners, and clients to ensure world class documentation accuracy.

Responsibilities:

• You will be ensuring that loan documentation meets the bank policies and procedures and are delivered in an accurately and timely manner

• Reviews documents for accuracy, timely delivery, and necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable rework

• Reviews the loan approval and loan documents that are prepared by counsel to ensure consistency and adherence to requirements

• Designs a robust filing and organizational process to assist in completing primary financial booking and initial loan funding

• Works closely with Client Managers, Credit and Portfolio Officers, agency management, internal and external legal counsel, and many internal operational support units to ensure seamless execution of transactions

• Loan Administration/ Loans & Agency Documentation Experience Essential

• Loan product knowledge preferable

• Loan IQ Experience

• Customer and Client Focus

• Microsoft Excel experience will be an advantage

• Data Collection and Entry

• Excellent organisational and prioritisation skills

• Excellent communication skills at all levels

• Attention to detail

• Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner

• Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons

• 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum

• The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc.

• Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services.

• Access to an Employee Assistance Program for confidential support and help for everyday matters

• Ability to donate to charities of your choice directly through payroll and the bank will match your contribution

• Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of the UK’s most iconic cultural institutions and exhibitions.

• Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Job Description:

Bromley - UK

Job Title:Senior Operations Consultant - (Loans/Agency Documentation Lending Fulfilment Specialist)

Corporate Title:
Vice President

Join our bustling Bromley office, situated in one of London’s greenest boroughs. Here you’ll find plentiful and easy commuting routes, with central London just 15 minutes away by train.

Role Description:

This job is responsible for preparing and reviewing documentation in accordance with bank policies and procedures to facilitate closings with the client. Key responsibilities include working on routine to more complex documentation as assigned by the Market Leader or designee and interfacing working with company vendors, legal counsel, line partners, and clients to ensure world-class documentation accuracy. Ensures that loan documentation meet bank policies and procedures and that work products are delivered in an accurately and timely manner.

Responsibilities:

• Ensure all loan documentation complies with bank policies and procedures, delivering accurate and timely work products.
• Conduct thorough reviews of documentation, perform due diligence, ensure collateral perfection, and monitor loan documentation for a designated market segment.
• Validate documents for accuracy, timeliness, and completeness, ensuring transactional details are correct and minimizing controllable rework.
• Review loan approvals and legal documents prepared by counsel to confirm consistency and adherence to regulatory and internal requirements.
• Develop and maintain a robust filing and organizational system to support accurate and timely financial booking.
• Collaborate closely with Client Managers, Credit and Portfolio Officers, Agency Management, internal and external legal counsel, and operational support teams to ensure seamless transaction execution.

• Strong ability to coordinate across multiple stakeholders and manage competing priorities effectively.
• Knowledge of global trade business and related financial processes.
• Proven ability to manage timelines, exercise sound judgment, and identify issues requiring escalation.
• Collaborative mindset with experience partnering across business units to achieve objectives and deliver projects successfully.
• Ability to act as a point of escalation and take ownership of responsibilities with professionalism and accountability.

UK

• At Bank of America, we strive to prioritise employees’ health and wellbeing – it’s what makes us a Great Place to Work.
• Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner.
• Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons.
• We offer 26-weeks paid maternity leave, 16-weeks paid paternity leave and inclusive family leave arrangements for working parents and carers including 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum.
• 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum.
• The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness, cycle to work etc.
• Access to free counselling through the Employee Assistance Program and virtual GP services through our private health care plan.
• Access to an Employee Assistance Program for confidential support and help for everyday matters.
• Ability to donate to charities of your choice directly through payroll and the bank will match your contribution.
• Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of the UK’s most iconic cultural institutions and exhibitions.
• Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Responsibilities Include:

• Bank Account opening, closing, maintenance, migrations and dormancy reviews

• The operational set-up and maintenance of bank accounts

• Responsible for supporting the attestation and certification processes

• Challenging the team’s processes and generating ideas to streamline workflows

• Builds relationships with key stakeholders to improve processes

• Responsible for managing the bank account management inbox

• Gatekeeper for bank account related queries

• Support the implementation of a standardised operating model and framework for Bank Account Management within Global Market Operations

• Responsible for ensuring adherence to the Bank Account policy

• Resolution of exceptions and escalation to ensure the teams processes are completed in a timely manner

What we are looking for:

• Analytical skills including data reconciliation and interpretation

• Excellent organizational skills - ability to switch between tasks and to prioritize work effectively

• Excellent communication skills - ability to run effective meetings and engage knowledgably and confidently with different stakeholders across the organization, building relationships with both internal and external clients

• Logical approach to problem solving and a hunger for process improvement

• Good sense of judgment, knows when to escalate and how to manage senior management expectations

UK

• Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner

• Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons

• 20 days of back-up childcare including virtual tutoring and 20 days of back-up adult care per annum

• The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc

• Use of a flex fund to use towards benefits

• Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services

• Ability to donate to charities of your choice directly through payroll and the bank will match your contribution

• Opportunity to access our Arts & Culture corporate membership programme and receive discounted entry to some of the UK and Ireland’s most iconic cultural institutions

• Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.