

Job Description:
Job Description:
The Credit Officer II (CO II) is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions for commercial banking clients. Products include lines of credit, term loans, real estate loans, and syndicated loans. The CO II manages all of the ancillary credit exposure to clients. The CO II maintains knowledge of other BofA products including Investment Banking and Treasury Management that have credit exposure, and leverages product expertise to deliver the best possible and optimally integrated strategic solution for the client or prospect. This role reports to the Commercial Credit Manager or Executive and will be aligned to an Underwriting Team that supports the market.
Responsibilities:
Manages the credit process for a portfolio of clients
Negotiates credit documentation
Leads the credit and risk approval processes
Builds relationships with existing and prospective clients
Mentors and supports associates
Provides capital structure solutions
Skills:
Client Solutions Advisory
Financial Analysis
Loan Structuring
Risk Management
Underwriting
Account Management
Credit Documentation Requirements
Credit and Risk Assessment
Decision Making
Issue Management
Analytical Thinking
Coaching
Collaboration
Critical Thinking
Customer and Client Focus
Required Qualifications:
10+ years of solid Commercial Banking Experience
Experience in financial analysis, structuring, underwriting and portfolio management
Analytical/technical skills, including financial accounting, modeling and loan structuring
Strong communication skills; ability to communicate vertically, horizontally, and externally
Industry knowledge across multiple sectors
BA/BS Degree Desired
1st shift (United States of America)משרות נוספות שיכולות לעניין אותך

Job Description:
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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:
• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
• Monday – Fridays and rotating Saturdays
Required Qualifications:
• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications
משרות נוספות שיכולות לעניין אותך

Job Description:
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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:
• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
• Monday – Fridays and rotating Saturdays
Required Qualifications:
• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications
1st shift (United States of America)משרות נוספות שיכולות לעניין אותך

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
Skills:
Coaching
Decision Making
Hiring and Onboarding
Loan Structuring
Underwriting
Credit Documentation Requirements
Oral Communications
Prioritization
Risk Management
Written Communications
Analytical Thinking
Business Acumen
Client Solutions Advisory
Collaboration
Executive Presence
Required Skills:
General Qualifications:
12+ years of Commercial Banking Credit Experience
3+ years’ experience managing a credit team
Strong communication and negotiation skills
Ability to handle change and drive results
Executive Presence required
Minimum Education Requirement:
Bachelor’s Degree required with Advanced Degree preferred
1st shift (United States of America)משרות נוספות שיכולות לעניין אותך

Job Description:
Job Description:
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:
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)משרות נוספות שיכולות לעניין אותך

Job Description:
Job Description:
This job is responsible for defining and leading the engineering approach for solutions at the program or portfolio level, to deliver significant business outcomes. Key responsibilities include continuously improving the design, quality, and reuse of the solution and delivering technology enablers that improve development efficiencies for the solution. Job expectations include familiarity with at least one area of engineering, acting as a “go to” reference across the organization, and applying knowledge to improve technical competencies through recruitment and development activities.
This job is responsible for defining and leading the engineering approach for Bank of America’s Stablecoin solutions, including complex features to deliver significant business outcomes. Key responsibilities of the job include delivering complex features and technology, enabling development efficiencies, providing technical thought leadership based on conducting multiple software implementations, and applying both depth and breadth in a number of technical competencies. Additionally, this job is accountable for end-to-end solution design and delivery.
Responsibilities:
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
Required Qualifications:
Skills:
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, FINRA.
1st shift (United States of America)משרות נוספות שיכולות לעניין אותך

Job 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. Job expectations include maintaining accuracy of documentation and system of record financial data, delivering documents in a timely manner, and eliminating controllable rework.
Job Description
This job is responsible for preparing and reviewing business banking loan 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:
Demonstrated history of employing excellent communication skills both written and verbal and acts with urgency
Demonstrated ability to professionally handle multiple tasks while balancing the need for both quality and efficiency in a fast-paced metric-centric environment is a necessity
Strong working knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook, and OneNote)
Strong organizational skills with time management, and ability to manage multiple priorities under tight deadlines
Commitment to excellent internal and external customer service
Motivated, solution driven and creative thinker
Adapts and embraces change in technology, changes in policies and procedures
Demonstrates the ability to lead and fosters teamwork and change
Desired Skills:
College Degree preferred
Working knowledge of LoanIQ, HotDocs, and Credit Center
Commercial real estate loan experience
Paralegal experience is beneficial
Comprehension of commercial credit operations
Desire the commitment to take on leadership responsibilities and grow within the role
Skills:
Attention to Detail
Customer and Client Focus
Data Collection and Entry
Due Diligence
Prioritization
Adaptability
Business Acumen
Oral Communications
Written Communications
משרות נוספות שיכולות לעניין אותך

Job Description:
Job Description:
The Credit Officer II (CO II) is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions for commercial banking clients. Products include lines of credit, term loans, real estate loans, and syndicated loans. The CO II manages all of the ancillary credit exposure to clients. The CO II maintains knowledge of other BofA products including Investment Banking and Treasury Management that have credit exposure, and leverages product expertise to deliver the best possible and optimally integrated strategic solution for the client or prospect. This role reports to the Commercial Credit Manager or Executive and will be aligned to an Underwriting Team that supports the market.
Responsibilities:
Manages the credit process for a portfolio of clients
Negotiates credit documentation
Leads the credit and risk approval processes
Builds relationships with existing and prospective clients
Mentors and supports associates
Provides capital structure solutions
Skills:
Client Solutions Advisory
Financial Analysis
Loan Structuring
Risk Management
Underwriting
Account Management
Credit Documentation Requirements
Credit and Risk Assessment
Decision Making
Issue Management
Analytical Thinking
Coaching
Collaboration
Critical Thinking
Customer and Client Focus
Required Qualifications:
10+ years of solid Commercial Banking Experience
Experience in financial analysis, structuring, underwriting and portfolio management
Analytical/technical skills, including financial accounting, modeling and loan structuring
Strong communication skills; ability to communicate vertically, horizontally, and externally
Industry knowledge across multiple sectors
BA/BS Degree Desired
1st shift (United States of America)משרות נוספות שיכולות לעניין אותך