Cons Prod Strat Analyst Iii jobs at Bank Of America in United States, Fort Worth

This job is responsible for reviewing complex products for the prevention and detection of possible fraud. Key responsibilities include researching and analyzing of account activity to assess levels of risk and fraud. Job expectations include completing inbound and outbound calls, taking appropriate action based on transaction characteristics of greater complexity, performing functions related to research, and resolving fraudulent activity and service support.

Responsibilities:

• Services banking products with high-risk activity to maximize approval of legitimate transactions, minimize client impact at the point of sale, identify fraudulent activity, and restrict account activity
• Makes decisions based on judgment, research, and extensive job experience, following established procedures and guidelines while leveraging multiple systems
• Assesses the level of risk and makes decisions which directly affect the customer experience and risk to the bank
• Reviews and analyzes accounts and relationships that may require differentiated treatment or specialized resolution
• Complies with industry regulations, bank procedures, integrity levels of the department's system, and financial controls
• Records data captured during client interactions accurately
• The Global Payment Operations (GPO) organization delivers global wire transfers and ACH payments for internal and external bank clients and supports end-to-end payment execution and investigations for transactions initiated through various channels.
• The team also provides sanctions screening on transactions for multiple products, in accordance with policies established by the Global Economic Sanctions Compliance team.

Required Qualifications:

• 2nd Shift - Schedule for this role is Friday - Tuesday 6pm - 3am CST and may include Holidays and weekend work as needed.
• Minimum of 12 months customer service experience
• Able to demonstrate a high level of professionalism over the phone, email and in person
• Attention detail and strict adherence to policy and procedures
• Flexible and willing to respond to change
• Ability to apply sound judgment, effectively solve problems, and determine fraudulent activity consistently
• Excellent written and oral communication skills
• Ability to de-escalate difficult client situations
• Ability to multi-task as business needs dictate with phone and typing required.
• Ability to work in a client based environment meeting goals
• Flexible with schedule as business needs arise

Skills:

• Analytical Thinking
• Client Experience Branding
• Customer and Client Focus
• Due Diligence
• Research
• Attention to Detail
• Data Collection and Entry
• Policies, Procedures, and Guidelines
• Referral Management
• Written Communications
• Adaptability
• Business Intelligence
• Investigation Management
• Issue Management
• Relationship Building

High School Diploma / GED / Secondary School or equivalent

Job Description:

This job is responsible for financial reporting, analytics, and monitoring results of servicing functions performed on "Serviced for Others" loans, asset loans and aggregate loan portfolios. Key responsibilities include accurate, efficient, and timely preparation of financial analysis for the servicing portfolio of investors and/or corporate finance. Job expectations include applying sound judgment, focusing on key areas of borrower, investor, and corporate impact to ensure accurate management and administration of the portfolios.

This job is responsible for financial reporting, analytics, and monitoring results of servicing functions performed on "Serviced for Others" loans, asset loans and aggregate loan portfolios. Key responsibilities include accurate, efficient, and timely preparation of financial analysis for the servicing portfolio of investors and/or corporate finance. Job expectations include applying sound judgment, focusing on key areas of borrower, investor, and corporate impact to ensure accurate management and administration of the portfolios.

Responsibilities:

• Handles complex and varying levels of transactions requiring subject matter expertise of Loan Servicing and forensic accounting to resolve aged and complex transactional issues

• Reviews and understands legal contracts and government regulations to manage the collateral of the investor

• Provides support and assistance to team manager while mentoring teammates

• Possesses working knowledge of the mortgage business and financial reporting and analytics

Analytical Thinking
Attention to Detail
Process Performance Measurement
Reporting
Research
Critical Thinking
Data Collection and Entry
Oral Communications
Result Orientation
Written Communications

Responsibilities

• Reporting, remitting and reconciling Investor loan portfolios according to investor requirements

• Reviewing data to ensure all calculations have been performed per investor requirements and make corrections accordingly

• Responding to inquiries from investors and internal departments accurately and timely

• Handling all Investor remittance requirements

• Preparing bank reconciliations, conducting applicable research and initiating actions for timely and effective clearing of items (i.e. Cash-to-Test and Pool-to-Security Research)

• Performing functions as outlined for the Investor Analyst as necessary to accommodate workflow and meet established deadlines

• Preparing audit confirmation forms received from investors , or assisting in providing internal and external auditors in obtaining and verifying accuracy of investor reports, remittances, and reconciliations

• Performing related tasks as required

Required Skills:

• Strong communication and problem solving skills are essential.

• Candidates must also show characteristics including strong work ethic, attention to detail, and initiative.

• Excellent oral and written communication skills; understands audience and communicates at an appropriate level of detail.

• Strong drive for results; persists despite obstacles. Conveys a sense of urgency to achieve goals and exceed expectations.

• Ability to simultaneously manage multiple demands to achieve optimal efficiency and productivity.

• Analytical ability to focus on details, identify issues, and recommend solutions.

• Ability to work independently while functioning collaboratively as part of a larger team.

• Must have the ability to build strong relationships across the enterprise.

Job Description:

Job Description:
This job is responsible for handling moderately complex operations processes related to credit disputes, escalations and tax reporting. Key responsibilities include analysis, research, reconciliation, reporting data validation and resolution of issues and identified customer requests which may carry high levels of risk within enterprise risk categories. Job expectations include handling moderately complex transaction processing, reconciliation, and resolution of research requests to clients, consumer reporting agencies or taxing authorities, consulting with management for support.

This job is responsible for handling moderately complex operations processes related to Credit Disputes, Internal & Executive Escalations. Key responsibilities include analysis, research, reconciliation, reporting data validation and resolution of issues and identified customer requests which may carry high levels of risk within enterprise risk categories. Job expectations include handling moderately complex research & resolution requests to clients, consumer reporting agencies & consulting with management for support.
Responsibilities:
• Performs moderately complex activities supporting credit disputes, escalations, while following established written procedures and guidelines and ensuring accurate and timely delivery
• Researches and resolves moderately complex financial data requests or exceptions based on analysis of assembled data in an accurate and timely manner
• Identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units and escalates risk concerns, as appropriate
• Provides quality service and support for clients & internal business partners

Responsibilities:

• Performs moderately complex activities supporting credit disputes, escalations, and tax reporting while following established written procedures and guidelines and ensuring accurate and timely delivery
• Researches and resolves moderately complex financial data requests or exceptions based on analysis of assembled data in an accurate and timely manner
• Performs routine analytics, report creation, and exception processing
• Identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units and escalates risk concerns, as appropriate
• Provides quality service and support for internal business partners and external clients

Required Skills:

• Customer & Client Focus
• Able to communicate effectively to customers directly via phone/email
• Special Point of Contact/case ownership
• Attention to detail
• Strong analytical and problem solving skills
• Proficient in Microsoft Office products, strong Excel skills
• Team player who is self-directed and detail oriented
• Strong written and verbal communication skills
• Accurate and efficient data entry
• Ability to work cooperatively with various levels of associates (i.e.: operations, technology, peers, management, etc.) and embrace change with a positive approach
• Ability to prioritize multiple priorities with adherence to deadlines

Desired Skills:

• Credit Reporting Experience- Experian, Equifax, Trans Union, Innovis, CHEX/EWS, SBFE
• Experience with the following system- TSYS, RMS, BOSS, BASS, MSP, SWFT, CTR
• 1-2 years CTR experience
• 1-2 years customer service

Skills:

• Customer and Client Focus
• Oral Communications
• Written Communications
• Adaptability
• Attention to Detail
• Critical Thinking
• Problem Solving
• Active Listening
• Collaboration
• Result Orientation
• Stakeholder Management

Job Description:

Job Description:
This job is responsible for performing more complex analysis and modeling to minimize loss exposure and negative impacts to the customer experience. Key responsibilities include utilizing a variety of systems such as Excel, SAS, SQL, Tableau, and other relational data bases to provide analytical support on strategies, ensure goals are met, and propose policy and procedural changes within segmentation structures to produce optimal results. Job expectations include evaluating data to assess potential fraud risk and create mitigation strategies.

The Remediation Team performs customer remediation for the following products:
• U.S. Consumer Card
• U.S. Consumer Checking
• U.S. Consumer Savings
• U.S. Small Business Checking
• U.S. Small Business Savings
• U.S. Small Business Card
• Consumer Finance (Gold Option/Gold Reserve)The primary function of this role will be developing code and providing oversight to automated queries within the team. A strong knowledge of SAS Enterprise Guide application is required.
This role will need to perform analysis including development, testing and implementation of SQL / SAS code at a more complex level to identify transactions and account updates meeting the Remediation effort (defect / audit issue) for products supported by the team.
Must also demonstrate strong experience with MS Office products such as Outlook, Excel. Duties primarily include the regular use of discretion and independent judgment

Responsibilities:

• Recommends ways to help the business achieve desired outcomes and make informed business decisions using data analysis outputs
• Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
• Leads coordination of the production of product performance reports and updates for senior management

Skills:

• Business Analytics
• Business Intelligence
• Data Quality Management
• Fraud Management
• Monitoring, Surveillance, and Testing
• Collaboration
• Data Visualization
• Oral Communications
• Problem Solving
• Written Communications
• Analytical Thinking
• Critical Thinking
• Data and Trend Analysis
• Innovative Thinking
• Research

Required Skills:

• 3+ years of SQL/SAS Coding experience.
• Several years of strategic analysis and/or related experience.

• Advanced Excel proficiency.
• Product and Product SOR - Prior knowledge and experience with Consumer (card/deposit) and Small Business (card/deposit) products including types of fees, payment applications, interest calculation, rewards, statements.
• Ability to navigate in customer SOR (TSYS, Impact/BOSS, Rewards Super Station) to confirm and research transactions.
• Technical Skills – Working knowledge of SAS Enterprise Guide application, SQL Server, Sasgrid, and JAMS Client. Additional systems include Java, CSS, PowerShell, Visual Studios 2017, Horizon and Python. Knowledge of databases including Teradata, W, Hadoop database structures including table organization, ability to identify key fields and data.
• Analytic Skills - Strong analytic skills including ability to analyze data to drive differentiated performance. Manage, structure, and consolidate large amounts of data (building in validation to ensure accuracy).
• Initiative – Drive the business to keep up with the latest technological strategies by taking initiative to make process improvement and implement automation where necessary. Intellectually curious and willing to dive into complete issues\problems and solve.
• Organizational Skills - Ability to manage multiple projects in a complex and rapidly changing environment while maintaining high time management balance.
• Communication skills - Ability to present the data and communicate effectively (verbal and written) when presenting to executive level leadership. Includes the talent to translate complex quantitative concepts into common-sense terms and thinking.
•Partnering Skills -Ability to work independently as well as part of a team. Intellectually curious and willing to dive into complete issues\problems and solve.
• Business Process/Acumen – Advanced understanding of the businesses they support and the front-to-back impact of their processes. Comprehension of multiple product lines with product knowledge.

Desired Skills:

• Regulations – Knowledge of regulations impacting customer remediation (i.e. Reg Z, Reg B, Reg CC, Reg E, UDAAP).
• Remediation Processes - Ability to review existing remediation code and implement with minimal parameter changes. • Familiarity with Remediation processes and tools (Fee Refund and Waiver Application). • Proven history of applying creativity & logic to solve problems
• Experience with Python and usage of more advanced analytical, visualization and data extraction tools

Job Description:

The Executive Administrative Assistant III provides highly responsible, diversified and confidential secretarial and administrative support to Senior Executives. Manages the office of Senior Executives and requires comprehensive knowledge of executive operations, policies, practices and personnel.

Depth & Scope:

• Coordinates and facilitates high-level executive functions with wide latitude for independent judgment. Schedules appointments and coordinates arrangements for meetings, conferences and travel itineraries
• Performs a variety of duties to conserve the time of the executive, such as keeping personal business bookkeeping records and other personal business items as directed
• Exhibits a high level of tact and discretion due to the frequency of high level internal and external contacts
• Demonstrates a thorough understanding of executive's job and methods of work
• Coordinates and/or supervises office administrative and support personnel, assigning, prioritizing and monitoring work
• Assists with numerous highly confidential functions including merger and acquisition early stage meetings and due diligence document organization. Compiles, formats, prepares and distributes Board of Directors and Committee meeting materials, minutes and records. May participate in other Board activities such as Board website, or preparation of annual meeting documents. Tracks Board participation and activity and coordinates payment of fees
• Communicates and coordinates with internal departments, community leaders, organizations, shareholders and high-level customers in order to resolve issues and concerns and to relieve executive of administrative details. Follows-up on complaints to ensure their resolution
• Researches, assembles and prepares data and special reports, providing analysis and summaries (e.g. SEC research, merger & acquisition or Proxy activity)
• Conducts projects as assigned such as coordinating regulatory exams
• Analyzes complex information requests and determines appropriate action

Education & Experience:

• Associate's degree and/or Bachelor's degree or progressive work experience in addition to experience below
• 4+ years of related experience
• Exceptional secretarial and administrative skills
• Knowledge of division organization, terminology and operations
• Ability to work independently and within a team
• Proven organizational skills, with ability to keep others focused, on task and efficient
• Excellent communication skills, both written and verbal with ability to work with all levels of the enterprise
• Demonstrated PC skills, including proficiency with spreadsheets, reporting tools and presentation software

Physical Requirements:

Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%

• Domestic Travel – Occasional
• International Travel – Never
• Performing sedentary work – Continuous
• Performing multiple tasks – Continuous
• Operating standard office equipment - Continuous
• Responding quickly to sounds – Occasional
• Sitting – Continuous
• Standing – Occasional
• Walking – Occasional
• Moving safely in confined spaces – Occasional
• Lifting/Carrying (under 25 lbs.) – Occasional
• Lifting/Carrying (over 25 lbs.) – Never
• Squatting – Occasional
• Bending – Occasional
• Kneeling – Never
• Crawling – Never
• Climbing – Never
• Reaching overhead – Never
• Reaching forward – Occasional
• Pushing – Never
• Pulling – Never
• Twisting – Never
• Concentrating for long periods of time – Continuous
• Applying common sense to deal with problems involving standardized situations – Continuous
• Reading, writing and comprehending instructions – Continuous
• Adding, subtracting, multiplying and dividing – Continuous

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

Our Total Rewards Package

awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Responsibilities:

The Specialty Asset Manager III is responsible for the comprehensive management of oil, gas and mineral assets held in trusts, estates, agency accounts, or corporate entities.

• Responsible for negotiating oil and gas leases, and managing the development of oil and gas assets

• Involved in all aspects of lease administration, division order administration, title verification, deed/contract interpretation and preparation, domicile and ancillary probate procedures

• Review and approve payment of ad valorem taxes

• Review and approve WI joint interest billings

• Work as part of client team to prepare and present customized presentations

• Perform annual reviews on client accounts

• Review and make recommendations to approve or reject the acceptance of new accounts, and coordinate and assist with all necessary paperwork associated with closing accounts

• Strong verbal, written, and presentation communication skills required.

Required Qualifications:

• 8+ years of professional experience in the oil and gas industry

• Bachelor’s degree required, preferably in in Petroleum Land/Energy Management or legal background a plus

• Fiduciary Mineral Management and Land Experience preferred

• Strong verbal, written, and presentation skills are required

• Proficiency in Microsoft Office Suite is necessary

• Results driven, detail oriented, and motivated self-starter

• Exceptional organizational skills and ability to manage multiple task.

Desired Qualifications:

• Proficiency with Drilling Info is preferred

• RPL, CPL, or other certifications preferred but not required.

Skills:

• Collaboration

• Decision Making

• Issue Management

• Prioritization

• Strategic Thinking

• Critical Thinking

• Customer and Client Focus

• Oral Communications

• Project Management

• Written Communications

• Active Listening

• Adaptability

• Analytical Thinking

• Continuous Improvement

• Innovative Thinking

High School Diploma / GED / Secondary School or equivalent

This job is responsible for supporting analytical work efforts for various projects within a Line of Business or business discipline. Key responsibilities include leveraging databases to acquire client and performance data, transforming extracted data into meaningful insights and trends, and delivering those insights to leaders to make complex business decisions. Job expectations include working with business partners to understand, coordinate, and deliver agreed upon priorities while communicating complex data outputs and delivering the appropriate summary and data required.

Responsibilities:

• Supports the extraction of data using a variety of a programming languages, such as SQL, SAS, Python, or Spark/Scala, and applies knowledge of relational and non-relational database systems housed on both on-premise and off-premise (hybrid) platforms
• Connects provisioned data across multiple sources and performs necessary transformations utilizing both technical, business, and process knowledge to transform data into meaningful values and insights
• Performs quantitative techniques and analysis on customer, transaction, and performance data with the guidance from other analysts and supervisors, based on questions provided by business partners, and provides actionable insights for business partners to make informed decisions.
• Follows requirements developed by other analysts and supervisors to perform required research, analytics, and exploration on appropriate and accurate data sources to provide appropriate deliverables
• Communicates complex subjects in a simple and engaging manner to non-technical and technical business partners using software such as Power Point, Word, Excel, and Tableau
• Assists with conducting quality comparison checks on analysis output and escalates data inconsistencies, gaps, or issues to leadership
• Follows quality workflow process and documentation requirements to adhere to standards and provide business continuity

Required Skills:

• 4+ years of data prep experience using coding, such as MS SQL, Teradata SQL, Oracle SQL, Impala or Hive.
• Designs, develops, and maintains automated data Extract, Transform, and Load (ETL) processes from various database platforms, storing data in ‘Fit for Use’ relational tables.
• Designs and builds relational data models to support the development of actionable reports, dashboards, and scorecards.
• Ensure accuracy of information; perform validation, quality assurance and timely resolution.
• Works collaboratively in a cross-functional team, learns from colleagues, and provides routine updates on calls related to projects.
• Strong attention to detail, problem solving, strategic thinking, and analytical skills.

Desired Skills:

• Strong written, verbal, and presentation communication skills.
• Deep understanding on automation; Autosys, Alteryx, etc.
• Strong problem solving, conceptual thinking, attention to detail, and sense of urgency.
• Ability to manage through ambiguity and agile to process change.
• Self-starting, organized, proactive, and requiring minimal management oversight.
• Time management, analytical and organizational skills.
• Working knowledge of software version control systems such as BIT/GIT Bucket
• Experience with BI platforms, i.e. Tableau, MicroStrategy, Alteryx, etc.

Skills:

• Business Analytics
• Data Mining
• Data and Trend Analysis
• Analytical Thinking
• Business Intelligence
• Data Quality Management
• Data Visualization
• Application Development
• Business Acumen
• Continuous Improvement
• Innovative Thinking
• Quality Assurance