Sr Field Examiner - Asset Based Financing jobs at Bank Of America in United States, Los Angeles

Responsible for the day-to-day execution of field examinations. Generally responsible for completing all of the most complex tasks and analyses. Identifies and resolves problems in a timely fashion according to established guidelines. May refer the most complex issues to the manager for resolution.

Job Responsibilities:

• Responsible for day-to-day execution of Exam/Audit Procedures based on generally accepted Exam/Audit principles and practices.
• Identifies and resolves problems in a timely fashion according to established guidelines.
• Assess exam status in a timely manner.
• Communicate exam status to all relevant parties on a timely basis.
• Responsible for completing Exam Reports in a deadline driven environment.
• Must be willing to travel.

Required Qualifications:

• 2+ years of experience in a Public Accounting, Auditing, Finance or Banking Industry.
• Intermediate Accounting or Advanced Accounting skills.
• 2+ years of Financial statement Auditing Experience or ABL Auditing Experience.
• Advanced Excel, Word, and Outlook.
• Ability to identify and solve problems.
• Ability to deliver an effective argument and professionally present to Clients and Team Members.
• Must be able to document accurate audit trails and audit results.
• Ability to write a concise, comprehensive, and grammatically correct report.
• Ability to document accurate audit trails in a concise and comprehensive manner.
• Must hold valid driver license.

Desired Qualifications:

• Bachelor of Arts or Bachelor of Science Degree.

Skills:

• Collateral Management
• Due Diligence
• Financial Analysis
• Investigation Management
• Issue Management
• Attention to Detail
• Critical Thinking
• Data Mining
• Monitoring, Surveillance, and Testing
• Written Communications
• Active Listening
• Audit Planning
• Collaboration
• Oral Communications
• Recording/Organizing Information

High School Diploma / GED / Secondary School or equivalent

Job Description:

Job Description:

The A&D Middle Market Banking group serves middle market companies and institutions with annual revenues up to $2 billion. The Sr. Relationship Manager (SRM) is responsible for providing advice and valuable financial solutions to complex A&D Industry clients and prospects, while managing a portfolio of middle market relationships who need financial services and products to meet their needs. In addition to being the primary bank advocate and key financial advisor for the relationship, the SRM is accountable for prospecting new business and enhancing existing relationships. The SRM must have experience in Investment Banking and ability to engage in dialogue with CEO and CFO levels regarding the company’s industry and alternative capital structures. The SRM will then assess the risks and impacts from both the clients and the banks perspective for development and implementation of an overall client strategy. The SRM is also responsible for leading, directing and coordinating key team members in analysis and execution in the effective delivery of their products and services to clients and prospects. The SRM responsibilities includes collaborating with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. Proven track record of prospecting new business and enhancing existing relationships. Proven sales skills and experience, including planning, execution and follow up of client meetings. Must be able to assess and analyze financial conditions of a middle market relationship and A&D industry trends. Ability to understand and interpret financial statements, especially cash flow statements. This role requires 5-10 years’ experience in Commercial Lending.

Required:

• Must have 5 to 10 years’ experience in Commercial Lending.
• Demonstrated leadership ability.
• Demonstrates management of an extensive portfolio of middle market clients with revenues between $50 million and $2 billion.
• Proven track record of prospecting new business and enhancing existing relationships.
• Professional proven sales skills and experience, including planning, execution and follow up of client meetings.
• Ability to understand and interpret the principles of accounting and finance.
• Financial modeling experience and the completion of a formal credit training is required.
• Outstanding oral and written communication skills.
• Capable of organizing, facilitating, leading and negotiating with team of bank associates to solve client problems.
• Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date)

Desired:

• Undergraduate degree desired: Majors in business, finance or economic preferred. MBA desirable.
• Existing knowledge of the market preferred.
• Active member/participation in local community organizations

Responsibilities:

• Assess and analyze New/Modification Credit exposures, including analysis of Collateral, Market, Sponsor/Guarantor to support proposal to extend Credit.
• Support Credit Officer on screening memos and term sheets.
• Data capture for new originations.
• Prepare approval documents and manage closing due diligence.
• Activities associated with origination, renewal, modification and extension of existing facilities where terms are being changed (i.e. extensions beyond final maturity, commitment increases, material covenant changes), including risk rating scorecard preparation and profitability modeling.
• Process formal Credit Action through the approval system.

Required Qualifications:

• 2+ years of Commercial Real Estate Credit Experience for the Underwriter. and 5+ years of Commercial Real Estate Credit Experience for the Sr. Underwriter.
• Must be contented with financial analysis skills.
• Ability to communicate effectively both verbally and written, with clear, concise, and conclusionary statements.
• Proficient with Microsoft Office and the ability to master new technologies.

Desired Qualifications:

• Bachelor’s Degree
• Prior Money Center Bank or Regional Banking Experience

Skills:

• Credit and Risk Assessment
• Customer and Client Focus
• Financial Analysis
• Underwriting
• Written Communications
• Analytical Thinking
• Attention to Detail
• Collateral Management
• Due Diligence
• Oral Communications
• Interpret Relevant Laws, Rules, and Regulations
• Legal Structures and Legal Forms
• Loan Structuring
• Prioritization

Job Description:

Job Description:

This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.

Responsibilities:

• Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs
• Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships
• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
• Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
• Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
• Coaches and mentors peers, while utilizing leadership skills
• Adapts to changes in sales practices and broader market and industry conditions as needed

Skills:

• Client Management
• Client Solutions Advisory
• Prospecting
• Relationship Building
• Risk Management
• Financial Analysis
• Leadership Development
• Project Management
• Referral Identification
• Sales Performance Management
• Business Development
• Client Experience Branding
• Continuous Improvement
• Data and Trend Analysis
• Pipeline Management
• Undergraduate degree desired: Majors in business, finance or economics preferred. MBA desirable

Required Skills

• Must have a minimum of 10 years’ experience in Commercial Lending or Investment Banking.
• Demonstrates ability to successfully manage an extensive portfolio of clients.
• Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.
• Professional proven sales skills and experience, including planning, execution and follow up of client meetings.
• Strong corporate finance, capital markets and accounting acumen.
• Financial modeling experience and the completion of a formal credit training is required.
• Outstanding oral and written communication skills.
• Demonstrated leadership ability.
• Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems.
• Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date)

Responsible for the day-to-day execution of field examinations. Generally responsible for completing all of the most complex tasks and analyses. Identifies and resolves problems in a timely fashion according to established guidelines. May refer the most complex issues to the manager for resolution.

Job Responsibilities:

• Responsible for day-to-day execution of Exam/Audit Procedures based on generally accepted Exam/Audit principles and practices.
• Identifies and resolves problems in a timely fashion according to established guidelines.
• Assess exam status in a timely manner.
• Communicate exam status to all relevant parties on a timely basis.
• Responsible for completing Exam Reports in a deadline driven environment.
• Must be willing to travel.

Required Qualifications:

• 2+ years of experience in a Public Accounting, Auditing, Finance or Banking Industry.
• Intermediate Accounting or Advanced Accounting skills.
• 2+ years of Financial statement Auditing Experience or ABL Auditing Experience.
• Advanced Excel, Word, and Outlook.
• Ability to identify and solve problems.
• Ability to deliver an effective argument and professionally present to Clients and Team Members.
• Must be able to document accurate audit trails and audit results.
• Ability to write a concise, comprehensive, and grammatically correct report.
• Ability to document accurate audit trails in a concise and comprehensive manner.
• Must hold valid driver license.

Desired Qualifications:

• Bachelor of Arts or Bachelor of Science Degree.

Skills:

• Collateral Management
• Due Diligence
• Financial Analysis
• Investigation Management
• Issue Management
• Attention to Detail
• Critical Thinking
• Data Mining
• Monitoring, Surveillance, and Testing
• Written Communications
• Active Listening
• Audit Planning
• Collaboration
• Oral Communications
• Recording/Organizing Information

High School Diploma / GED / Secondary School or equivalent

This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify relationship deepening opportunities and increase overall client satisfaction.

Responsibilities:

• Manages a portfolio of For Profit Healthcare clients and prospects with annual revenues of $50 million to $2 billion and helps companies operate, borrow, and invest for their current and future needs
• Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships
• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
• Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
• Leads and facilitates dialogue with a variety of complex For Profit Healthcare clients and prospects regarding topics such as the healthcare industry, alternative capital structures, and general business issues
• Coaches and mentors peers, while utilizing team leadership skills
• Adapts to changes in sales practices and broader market and industry conditions as needed

Skills:

• Client Management
• Client Solutions Advisory
• Prospecting
• Relationship Building
• Risk Management
• Financial Analysis
• Team Leadership
• Referral Identification
• Sales Performance Management
• Business Development
• Client Experience Branding
• Continuous Improvement
• Data and Trend Analysis
• Pipeline Management

Required Skills

• 7+ years’ experience in Commercial Banking or Investment Banking.
• Demonstrates ability to successfully manage an extensive portfolio of clients with revenues greater than $50 million.
• Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.
• Professional proven sales skills and experience, including planning, execution and follow up from client meetings.
• Strong corporate finance, capital markets and accounting acumen.
• Financial modeling experience and the completion of a credit training is required.
• Outstanding oral and written communication skills.
• Demonstrated leadership ability.
• Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems.
• Securities Industry Essentials (SIE), Series 7 &63(Must obtain SIE, series 7 & 63 license within 180 days of start date)

Desired Skills:

• Undergraduate degree in related field or equivalent work experience. MBA desirable.
• Existing knowledge of the market preferred.
• Active member/participation in local community organizations.
• Highly desirable to have active networking contacts and Centers of Influence established in market.
• Desire to work on Specialized Industries with an interest in Healthcare.