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Bank of America

Runs a US consumer bank, brokerage and investment bank

Ops Professional

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeCharlotte, NC, USANo salary listedIn-person

About the Job

Requirements

  • At least 2 years of lending or loans experience.
  • Strong understanding of operational processes within a financial services or regulated environment.
  • Demonstrated ability to lead work efforts, coordinate tasks, and support team execution in a fast-paced environment.
  • Advanced proficiency in Microsoft Office applications, particularly Excel, including formulas, pivot tables, and data analysis.
  • Strong analytical, organizational, and problem-solving skills with high attention to detail.
  • Ability to communicate effectively verbally and in writing across all levels of the organization.
  • Ability to manage multiple priorities, meet tight deadlines, and work effectively under pressure.
  • Risk-minded approach with the ability to identify issues, apply controls, and escalate appropriately.
  • Client-focused approach and confidence in supporting client-facing interactions when required.

Responsibilities

  • Confirm loan documentation for accurate trade settlements.
  • Partner with Sales Associates, Traders, Research Analysts, trading counterparties, internal and external attorneys, administrative agent banks, and other internal operations groups.
  • Manage post-trade management and logistics, settlement pricing, and closing coordination.
  • Analyze and resolve highly complex operational problems.
  • Support ad hoc projects for new processes or industry initiatives.
  • Process loans end-to-end, entering accurate data into various credit and operating systems.
  • Provide team support and oversight for daily operational activities across assigned processes, ensuring deadlines, quality standards, and service expectations are consistently met.
  • Coordinate team workload, prioritize tasks, and support resolution of complex, escalated, and client-impacting issues.
  • Serve as the primary liaison between the business and Technology, supporting system usage, issue resolution, and platform enhancements.
  • Manage external client-facing communication, including escalation management, troubleshooting, and ongoing relationship support.
  • Support new client onboarding to the platform, including education, readiness, and transition to steady-state operations.
  • Partner with external clients to drive adoption and utilization of new system features and capabilities.
  • Use AI and automation tools to streamline operational processes, improve efficiency, and reduce manual effort.
  • Generate system enhancement ideas and partner with Technology through development, testing, and implementation.
  • Participate in and support business continuity testing and resiliency exercises for supported platforms and processes.
  • Work with business partners to design and evolve the optimal operational model for new products, structures, and initiatives.
  • Ensure adherence to operational procedures, internal controls, and applicable regulatory and risk management standards.
  • Identify process gaps, operational risks, and inefficiencies; recommend and support implementation of process improvements.
  • Partner with Technology, Compliance, Audit, Risk, and Finance teams to support audits, testing initiatives, and control assessments.
  • Promote collaboration, knowledge sharing, and continuous improvement within the team.

Desired Qualifications

  • A bachelor's degree in a related field is preferred.
  • Bring new thoughts and ideas to teams to drive innovation and unique solutions.
  • Work among diverse viewpoints to determine the best path forward.
  • Connect with a diverse set of clients to understand future business needs and demonstrate continuous learning.
  • Challenge the status quo and promote positive change.
  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
  • Value diversity to reflect, connect with, and meet the diverse needs of clients and employees around the world.

About the Company

Bank of America

Runs a US consumer bank, brokerage and investment bank

Bank of America runs one of the largest US banks, serving consumers, small businesses, wealthy families, corporations and institutional investors. Alongside checking accounts, credit cards, mortgages and business loans, it owns the Merrill brokerage, a private bank for wealthy clients and a global investment bank that advises on deals and trades stocks and bonds. Customers reach it through thousands of branches and ATMs and its mobile banking app. It earns money mainly from the gap between what it charges on loans and pays on deposits, plus fees from advice, asset management, deal work and trading. It grew from a San Francisco bank founded in 1904 and is headquartered in Charlotte, North Carolina.

Company size
10,001+
Company stage
IPO
Headquarters
Charlotte, NC
Founded
1904

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