Portfolio Management Officer Ii/iii jobs at Bank Of America in United States, Dallas
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Dallas
45 jobs found
06.01.2025
BOA
Bank Of America Senior Trust Officer United States, Texas, Dallas
Partner with PCAs to drive business development / close new Trust business in prospecting activities. Proactively identify and harvest opportunities to deepen relationships within current client base. Meet with key...
Use full keyboard and numeric pad. Enter data based on customer instructions and screen prompts. Acknowledge out of balance transactions. Complete all tasks by customer’s specified deadlines. Communicate computer system...
Reviewing division orders and confirming account ownership interest. Working with internal departments to set up new accounts, new assets and properties, and new wells. Working with internal departments to take...
Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews. Supports investment management accounts...
3+ years of solid experience in commercial credit underwriting, financial analysis and commercial loan portfolio management. 3+ years of financial accounting, financial modeling or loan structuring. Commercial credit training in...
Proactively identify and harvest opportunities to deepen relationships within current client base. Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust,...
Either individually or working with Portfolio Manager(s), establish and execute a risk-based coverage plan for specificportfolio(s). CoveragePlan to include, at a minimum, examinations, transaction reviews, risk assessments and issue management....
Partner with PCAs to drive business development / close new Trust business in prospecting activities. Proactively identify and harvest opportunities to deepen relationships within current client base. Meet with key...
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