Technology Operations Specialist jobs at Bank Of America in United States, Plano

Skills:

• Innovative Thinking
• Production Support
• Result Orientation
• Risk Management
• Solution Design
• Adaptability
• Analytical Thinking
• Collaboration
• Influence
• Solution Delivery Process
• Architecture
• Automation
• DevOps Practices
• Project Management
• Stakeholder Management

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. Job expectations include maintaining accuracy of documentation and system of record financial data, delivering documents in a timely manner, and eliminating controllable rework.

Responsibilities:

• Ensures that loan documentation and lien perfection meet bank policies and procedures and that work products are delivered in an accurately and timely manner

• Reviews documentation, performs due diligence and collateral perfection, and monitors loan documentation for a specific market segment

• 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 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

Required Skills

• One to two years financial booking knowledge or experience with corporate lending or commercial credit transactions

• Ability to work independently with limited supervision in a fast-paced environment

• Excellent communication skills (verbal and written)

• Microsoft Excel skills proficiency

Desired Skills

• Bachelor’s Degree

• Loan IQ experience (preferred)

Skills:

• Attention to Detail

• Customer and Client Focus

• Data Collection and Entry

• Due Diligence

• Prioritization

• Adaptability

• Business Acumen

• Oral Communications

• Written Communications

High School Diploma / GED / Secondary School or equivalent

This job is responsible for working in a national inbound contact center and providing comprehensive home equity lending guidance and solutions to prospective borrowers. Key responsibilities include taking client calls to uncover their life priorities, financing objectives, and home equity lending needs, and structuring home equity loan solutions by leveraging defined processes and tools. Job expectations include connecting with clients to execute consistent follow-up routines and partnering with key functions to proactively manage priority milestones.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• Provides end-to-end comprehensive lending guidance and solutions to prospective borrowers by uncovering their life priorities and determining client financing objectives
• Answers inbound calls and make outbound calls to provide new and existing clients with guidance and advice to uncover lending needs and assist them with determining the best solution
• Works with clients and business partners throughout the loan process to ensure consistent client communication and follow ups are conducted
• Partners with key functions across home lending to proactively manage priority milestones within the loan process
• Maintains and applies knowledge of home equity lending policies, procedures and regulatory requirements, changing market conditions, and business trends to prospective and existing bank clients when providing sales and service solutions
• Recommends additional bank products based on client’s needs through partner referrals
• Demonstrates a commitment to professional ethics, conforms to all Federal and State compliance policies, and adheres to Home Mortgage Disclosure Act (HMDA) requirements

Required Qualifications:

• 1+ year of customer facing and/or customer contact center experience
• Has a strongrelationship-deepeningand client care mentality
• Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively
• Has an ability to assess client needs and recommend products or services
• Has an ability to learn all platform systems utilized within the environment and/or aptitude in system technologies
• Has an ability to work under pressure during high volume periods
• Has an ability to build and maintain positive rapport with service partners
• Can prioritize competing tasks
• Has adaptability and is flexible to change
• Is a strong communicator, written, oral and non-verbal
• Can be flexible to work weekends and/or extended hours as needed
• Communicates professionally, effectively and confidently and is comfortable engaging clients over the phone
• Has an ability to handle multiple business models to support changing business needs
• Works effectively with business partners to expedite post-sale issues or problem resolution
• Has the ability to effectively balance performance, operational risk, and client relationship care
• Demonstrates a commitment to professional ethic and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State Compliance policies

Desired Qualifications:

• 1+ years of sales experience
• Thorough knowledge of mortgage products and programs
• Experience analyzing complex financial and credit data used to advise clients of product/pricing policies and guidelines, as well as gathering any required information or documentation
• Knowledge of processing, underwriting, and closing procedures, and federal lending regulations governing real estate lending
• Strong consultative skills including the ability to ask critical questions to identify opportunities We’re a culture that
• Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals
• Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world
• Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs
• Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

Skills:

• Attention to Detail
• Client Solutions Advisory
• Customer and Client Focus
• Oral Communications
• Written Communications
• Client Management
• Loan Structuring
• Pipeline Management
• Problem Solving
• Collaboration
• Credit Documentation Requirements
• Critical Thinking
• Referral Identification
• Referral Management

High School Diploma / GED / Secondary School or equivalent

Required Skills

• Previous banking operations experience

• Strong financial acumen and knowledge of key loan documentation concepts

• Ability to work independently with limited supervision in a fast-paced environment

• Excellent communication skills (verbal and written)

• Adept at balancing multiple tasks while maintaining quality and efficiency in work product

Desired Skills

• Bachelor’s Degree

• Legal/paralegal experience

• Previous loan documentation experience, particularly with commercial credit

• Working knowledge of Loan IQ or similar loan accounting system

• Microsoft Suite skills proficiency (preferred)

Skills:

• Attention to Detail

• Legal Structures and Legal Forms

• Oral Communications

• Prioritization

• Recording/Organizing Information

• Written Communications

• Data Collection and Entry

High School Diploma / GED / Secondary School or equivalent

This job is responsible for providing diverse and confidential administrative support, including extensive calendar management. Key responsibilities include supporting management with administrative tasks, coordinating travel arrangements, processing expenses, gathering and reporting information relevant to/for the executive, and responding to incoming mail. Job expectations may include assisting with organizing in-person meetings and off-sites and managing different and conflicting objectives, projects, or activities in a responsive and personable manner.

LOB Overview:

Global Operations Management (GOM) provides end to end enablement through operational support and strategy, process excellence, controls, resiliency, and transformation. We also support legal order operations, client onboarding and activation transformation, procedure and multimedia readiness, resiliency and response management and third party governance. Our objective is to support our internal clients, who deliver for our external clients and shareholders.

Responsibilities:

• Communicates with executives and line management to gather and convey relevant information

• Answers manager's phone line, documenting accurate messages and handling calls with appropriate judgment

• Manages the calendar of multiple stakeholders proactively, effectively resolving conflicts that arise in a professional manner

• Manages all travel planning and expenses, coordinating schedules for executive to maximize time and create efficiencies

• Prepares meeting minutes and related meeting documents, utilizing written and oral communication skills

• Liaises with outside groups to coordinate events where the executive is a corporate chair, director, or committee member

• Engages in high-level client contact and supports conversations related to sensitive information, utilizing considerable diplomacy and judgment

Required Qualifications:

• 5+ years administrative/business support experience

• Polished and professional communications including in person, on the phone and email correspondence

• Significant time management, organization, multi-tasking and prioritization skills; ability to work effective with pressing deadlines

• Advanced skills in Outlook and other MS Office programs (Excel, Word, PowerPoint)

• Strong attention to detail and accuracy

• Experience planning travel and processing expenses

• Exemplary demonstrated work ethic

• Ability to learn quickly and take on new responsibilities

• Ability to solve problems quickly and efficiently

• Strong knowledge of general business and corporate cultures

• Ability to handle highly sensitive, confidential and non-routine information

• Proficiency in calendar management for multiple leaders

• Comfortable working with people at all organizational levels

Desired Qualifications:

• Executive-level support

• Event coordination and planning

• Ability to work well under pressure, adapt to unexpected events, and manage competing priorities

• Must have excellent judgment; independent thinker and resourceful

• Proficiency in Concur & Ariba systems

• Proficiency in internal technology ordering systems

Skills:

• Administrative Services

• Attention to Detail

• Customer and Client Focus

• Planning

• Prioritization

• Adaptability

• Collaboration

• Event Planning

• Problem Solving

• Research

• Facilities Management

• Office Administration

• Oral Communications

• Recording/Organizing Information

• Written Communications

Enterprise Overview:

Responsible for the day-to-day analysis, research and resolution of varied problems. Functions include administering defined procedures, analysis and report generation, and exception processing. Coordinates the implementation of products/services and operational solutions. May assist in designing, documenting, implementing, and monitoring of new products/services. Provides guidance to associates within own unit regarding procedural, technical and/or operational changes. Incumbents have full working knowledge of operations environment acquired through experience in an operations environment and on the job training.

Responsibilities:

• Assists with coordination of implementation for products, services, and operational solutions

• Supports the design, documentation, implementation, and monitoring of new products and services

• Provides guidance regarding procedural, technical, and operational changes

• Expands business products knowledge within operations environment

• Builds network by developing relationships with partners and teammates

• Inspects data to identify issues and trends

• Collects and interprets data to validate operational processes

• Account Receivable and Inventory analysis supporting Asset Based Lending loan portfolios

• Determine eligible client collateral in accordance with Credit Agreement

• Review and understand client trends in relation to Accounts Receivable, Accounts Payable and Inventory collateral levels

• Identify and escalate potential risk items in client loan support documentation

• Effectively communicate analysis to business partners & clients

• Extracting / formatting / uploading client report data for multiple lending lines of business Review client file submissions for completeness and assess file format for predetermined requirements

• Coordinate the receipt of missing/incomplete documentation with our internal Servicing partners

• Collaborate with internal Servicing Partners to insure correct data extraction

• Create and update formulas within data extraction tool used to upload client files to analytical application

• Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions

• Excels in working among diverse viewpoints to determine the best path forward

• Commitment to challenging the status quo and promoting positive change

• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base

Skills:

• Attention to Detail

• Customer and Client Focus

• Monitoring, Surveillance, and Testing

• Process Performance Management

• Research

• Adaptability

• Business Analytics

• Critical Thinking

• Reporting

• Written Communications

• Data Management

• Policies, Procedures, and Guidelines Management

• Process Design

• Process Effectiveness

• Strategic Thinking

Required Qualifications:

• Minimum 1 year of relevant work experience

• Ability to manage multiple and sometimes competing priorities

• Work independently

• Takes ownership

• Analyze issues and drive problem resolution

• Good written and verbal communication skills

• Willing to learn and adapt to change

• Working knowledge of Windows and Microsoft Office

• Proficient in Excel and understanding of Excel formulas

Desired Qualifications:

• Experience with General Ledger or Accounting practices

• Financial analytics

• Reconciling data sets

• Data Mining – Identifying key data points, isolating for further analysis

• Knowledge of Monarch Pro and Microstrategy reporting

• Efficient prioritization of client processing requests – Multi-tasking; prioritizing

• Communication Skills: Clear and concise emails; able to provide clear explanation of issues to Business partners and Leadership

• Confident relaying findings and reporting to Senior leaders and Business relationship partners

• Troubleshooting – Ability to evaluate issues and escalate if needed with potential resolutions

• Knowledge of Asset Based Lending and Borrowing Base structure

• Experience in connecting with a diverse set of clients to understand future business needs –is a continuous learner

:

• Participate in the design, development, and implementation of complex databases.

• Provide database programming and database administration support using Oracle database software, PL/SQL programming language, and SQL techniques to multiple IT projects.

• Perform complex data analysis and data modeling including logical and physical data models, in support of project and business requirements.

• Accountable for technical knowledge and capabilities with database management systems.

• Exercise judgment within broadly defined process, practices and policies in selecting methods, techniques and evaluation criterion for obtaining results.

• Design and develop solution architectures to scale backend systems using Python, Java, Spring Boot, and rest specifications.

• Utilize full stack engineering, Linux, coding, and debugging.

• Design and develop production ready software using web, cloud, and distributed technologies including Apache Spark, Hadoop, Microservices, and CI/CD cloud deployment.

• Design and develop new proof of concept projects to enhance current software systems to handle increased traffic and larger datasets with cutting edge technologies including Elasticsearch, Redis, and Kafka.

• Remote work may be permitted within a commutable distance from the worksite.

:

• Bachelor's degree or equivalent in Computer Science, Computer Information Systems, Management Information Systems, Engineering(any), or related: and

• 5 years of progressively responsible experience in the job offered or a related IT occupation.

• Must have 5 years of progressively responsible experience in the job offered or related IT occupation. Must include 5 years of experience in each of the following:

• Designing and developing solution architectures to scale backend systems using Python, Java, Spring Boot, and rest specifications;

• Utilizing full stack engineering, Linux, coding, and debugging;

• Designing and developing production ready software using web, cloud, and distributed technologies including Apache Spark, Hadoop, Microservices, and CI/CD cloud deployment; and,

• Designing and developing new proof of concept projects to enhance current software systems to handle increased traffic and larger datasets with cutting edge technologies including Elasticsearch, Redis, and Kafka.

If interested apply online at or email your resume to and reference the job title of the role and requisition number.

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