Bank Of America Wholesale Credit Admin Associate II - Global Corporate Investment Banking 

United States, California, San Francisco 

755617180

This job is responsible for supporting Credit Officers on a daily basis in the underwriting, monitoring, and management of their portfolios. Key responsibilities include managing end-to-end processes involving credit underwriting, ongoing monitoring, and portfolio management of financing, treasury management, and traded products transactions. Job expectations include acting as a primary liaison with the credit teams, operations, and other business partners.

Responsibilities:

• Coordinates pre- and post-closing activities which may include due diligence activities, creation of approval documents, and interaction with operations
• Monitors requirements by creating and clearing monitoring ticklers and sourcing required financial statements and other documents per the terms of the credit agreement or other documentation
• Identifies and resolves data quality issues
• Identifies opportunities to improve operational efficiency
• Understands policy and procedures and ensures compliance
• Support and assist Credit Officers daily in the management of their portfolios, including the review of global credit facilities.
• Creation of credit approval documents for new, renewed and amended loan, trading and GTS facilities, and their processing through the bank systems of record.
• Review approved credit approval documents to ensure compliance with bank policy and procedures.
• Identify and resolve facility data discrepancies.
• Respond to inquiries from credit officers and other business partners. Investigate and resolve incoming queries relating to the portfolio.
• Monitor and resolve facility document exceptions.
• Create, maintain, and monitor credit and financial events and manage exceptions.
• Maintain accurate document records.

Required Qualifications:

• 3+ years' of Institutional banking experience and knowledge of lending products
• PC literate and systems oriented with proficiency in all Microsoft applications
• Strong organization and communication skills

Desired Qualifications:

• Bachelor's Degree
• Communicate effectively across various lines of business and levels.
• Ability to adapt to a changing environment and responsibilities
• Quickly learns and understand processes, systems, and products
• Functions under pressure to meet deadlines, proficient at multi-tasking and managing competing priorities
• Ability to escalate when needed
• Can independently analyze complex issues, identify, and execute practical solutions
• Proactively shares information/ideas and consistently identifies best practices
• Ability to work as part of a diverse team and display reliability, flexibility, and open/ constructive communication in a courteous and professional manner
• Can influence others and build relationships
• Aptitude to take on additional ad hoc initiatives outside of normal day to day activities

Skills:

• Attention to Detail
• Data Collection and Entry
• Record Keeping
• Oral Communications
• Written Communications
• Collaboration
• Customer and Client Focus
• Planning
• Prioritization

High School Diploma / GED / Secondary School or equivalent