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Bank Of America Credit Services Rep II - Specialty Lending Operations 
United States, North Carolina, Charlotte 
473358838

05.07.2024

Job Description:

Job Description:

Less experienced than the Credit Services Representative III. Handles moderately complex customer problems and issues for assigned accounts. Requires a minimum amount of day-to-day supervision. Is able to handle detailed instructions under pressure and a relatively high volume of credits. Has a well-developed expertise/knowledge, but not yet considered to be the "expert" for the assigned area. Has a good working knowledge of the various credit-related products and a good understanding of loan/credit documentation. Takes initiative to work through issues. Is able to perform well in a cross-functional team environment. Typically requires at least 4 to 6 years of experience.

Responsibilities:

  • Asset based lending operations team member responsible for quality assurance (QA)
  • QA data elements for booking of facility closings to system of record
  • Review legal documentation, credit approvals and other supporting documentation
  • QA data elements for ongoing maintenance of facility to system of record
  • Review documentation for borrowing base and loan balance reconciliation, tranche, fee and pricing updates
  • Track and follow up on errors and issues detected by QA processes
  • Partner with fulfillment and service operational teams

Required Qualifications:

  • Experience in operations or quality assurance
  • Manage multiple priorities and highly organized
  • Problem solving and analytical thinking
  • Work independently
  • Accountable, takes ownership
  • Excellent written and verbal communication skills
  • Willing to learn and adapt to change
  • Working knowledge of Windows and Microsoft Office

Desired Qualifications:

  • SharePoint knowledge
  • Working knowledge of Toad for Oracle (SQL)
  • Issues management experience

Skills:

  • Attention to Detail
  • Customer and Client Focus
  • Data Collection and Entry
  • Recording/Organizing Information
  • Adaptability
  • Analytical Thinking
  • Issue Management
  • Oral Communications
  • Written Communications
  • Collaboration
  • Legal Structures and Legal Forms
1st shift (United States of America)