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Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines. Responsibilities: <ul> <li>Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk</li> <li>Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews</li> <li>Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time</li> <li>Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities</li> <li>Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals</li> <li>Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment</li> <li>Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture</li> </ul> Required Qualifications: <ul> <li>Has proven success in consultative sales in financial services or in business-to-business sales</li> <li>Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers</li> <li>Is passionate about outside sales and enjoys spending time prospecting</li> <li>Wants to enhance existing relationships and exceed sales goals</li> <li>Can analyze financial conditions of clients and industry trends</li> <li>Can understand and interpret financial statements and cash flow analysis</li> <li>Has excellent communication skills and demonstrated leadership ability</li> <li>Enjoys partnering and negotiating with a team of bank employees to solve client issues</li> <li>Demonstrated management of a client portfolio with focus on relationship development and deepening</li> <li>Thorough knowledge of small business financial products and services</li> <li>Familiarity with CRM platforms and other banking systems</li> </ul> Desired Qualifications: <ul> <li>Community leadership</li> <li>Strong computer skills with an ability to multitask in a demanding environment</li> <li>Undergraduate degree in business, finance or economics preferred or seven years relevant work experience</li> </ul> Skills: <ul> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Pipeline Management</li> <li>Credit Documentation Requirements</li> <li>Financial Analysis</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Written Communications</li> <li>Coaching</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Prospecting</li> <li>Risk Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Business Banking Relationship Manager (Small Business) - Ft. Worth, TX

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing moderately complex research, reporting, and analytical support for the delivery of end-to-end support for Global Markets sales, trading and underwriting business for securities, foreign exchange, fixed income, exchange traded derivatives, and over-the-counter derivatives across multiple Lines of Business. Key responsibilities include carrying out duties under general supervision and assisting teammates while following established procedures. Responsibilities: <ul> <li>Maintains accuracy of client portfolio using internal and external comparison tools</li> <li>Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling</li> <li>Explores methods to enhance processes, further reduce risks, and boost client experience</li> <li>Partners with colleagues on the trade and sales support teams, as well as external agents</li> <li>Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting</li> <li>Escalates potential risks and exposures to manager in a timely manner</li> <li>Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Critical Thinking</li> <li>Data Collection and Entry</li> <li>Recording/Organizing Information</li> <li>Research</li> <li>Fraud Management</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Problem Solving</li> <li>Quality Assurance</li> <li>Risk Management</li> <li>Adaptability</li> <li>Customer and Client Focus</li> <li>Prioritization</li> <li>Result Orientation</li> <li>Written Communications</li> </ul> Required Background: Must be a current Year Up intern with Bank of America Shift:1st shift (United States of America) Hours Per Week: 40

Ops Sr. Analyst Markets - Year Up

Job Description: Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 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: <ul> <li>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</li> <li>Recommends banking and investments strategies that align with client financial goals and needs</li> <li>Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds</li> <li>Mitigates and controls risk as part of daily activities</li> <li>Identifies and engages potential new clients through referrals or financial center clientele</li> <li>Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 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.</li> <li>Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li> <li>Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to.</li> <li>Builds and nurtures strong relationships.</li> <li>Collaborates effectively with others to get things done.</li> <li>Communicates effectively and confidently and is comfortable engaging all clients.</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients.</li> <li>Efficiently manages your time and capacity.</li> <li>Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.</li> </ul> Desired Qualifications: <ul> <li>Bi-lingual Spanish speaking</li> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).</li> <li>Obtained your insurance licenses.</li> </ul> Skills: <ul> <li>Account Management</li> <li>Advisory</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Solutions Advisory</li> <li>Issue Management</li> <li>Pipeline Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Policies, Procedures, and Guidelines</li> <li>Risk Management</li> <li>Written Communications</li> </ul> Schedule: Monday - Friday and rotating Saturdays Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor II - Consumer Investments - Austin Area

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. 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 your position requires SAFE Act registration, you will be 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 your immediate termination. Work Schedule Monday thru Friday, some Saturdays required Schedule Example: 8am-5pm, 9am-6pm, etc We’ll help you <ul> <li>Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.</li> <li>Get training and one-on-one coaching from Academy managers who are invested in your success.</li> <li>Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</li> <li>Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role.</li> <li>Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.</li> <li>Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.</li> <li>Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.</li> </ul> Required Qualifications: <ul> <li>Bilingual Spanish Required</li> <li>Aptitude in obtaining required industry licenses.</li> <li>Must be self-disciplined in managing time and capacity.</li> <li>Experience in cultivating client relationships, accessing needs and recommending solutions.</li> <li>Success creating strong peer relationships through effective communication and collaboration.</li> <li>Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.</li> <li>Executes multiple tasks simultaneously.</li> <li>Learns and adapts to new technology or applications.</li> </ul> Desired Qualifications: <ul><li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience</li></ul> Skills: <ul> <li>Advisory</li> <li>Account Management</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Issue Management</li> <li>Client Solutions Advisory</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Stage I - Registration Candidate - Consumer Investments -Lee Trevino Financial Center- Bilingual Spanish Required

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Independently manages and services a high volume portfolio of complex real estate loans in support of the Mortgage Warehouse line of business. Responsible for managing the draw process, including reviewing draw packages and identifying and obtaining outstanding required documentation needed for funding. Works closely with clients, loan closers, line of business, credit risk partners and legal counsel. Monitors documentation benchmarks, servicing requirements and exceptions, including principal, interest, fees and past dues. Contributing to the development and training of junior associates is also an essential part of this role. Ideal candidate has five or more years of previous real estate loan administration experience or real estate paralegal experience; proficient computer skills, including Windows, Excel, Word and Outlook; excellent written and verbal communication skills; effective problem solving skills. Must be able to work in a fast paced environment. Requirements: <ul><li>Two or more years of previous real estate loan administration experience</li></ul> <ul><li>Strong interpersonal skills; strong ability to influence, effectively collaborate and coordinate servicing activities with a variety of business partners and teammates.</li></ul> <ul><li>Strong organizational and time management skills; excellent written and verbal communication skills</li></ul> <ul><li>Strong business acumen and problem solving skills; ability to analyze problems, recommend options, and execute solutions.</li></ul> <ul><li>Ability to manage multiple and competing priorities and operate in an ambiguous environment or an environment where priorities may change quickly.</li></ul> <ul><li>Proficient computer skills, including Windows, Excel, Word and Outlook.</li></ul> Desired Skills: <ul><li>Knowledge of Mortgage Warehousing and LoanIQ is a plus.</li></ul> Additional Skills: <ul> <li>Adaptability</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Recording/Organizing Information</li> <li>Relationship Building</li> <li>Data Collection and Entry</li> <li>Financial Analysis</li> <li>Oral Communications</li> <li>Written Communications</li> <li>Data Management</li> <li>Legal Structures and Legal Forms</li> <li>Regulatory Compliance</li> <li>Results Oriented</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Administrator II

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing leadership, technical direction and oversight to a team delivering technology solutions. Key responsibilities of the job are to provide oversight of the design, implementation, and maintenance of complex computer programs, align technical solutions to business objectives, and ensure that coding practices/quality comply with software development standards. Job expectations include conducting multiple software implementations and applying both depth and breadth in knowledge of several technical competencies. Experienced engineering leader with a proven track record in technical excellence, cloud application development, and effective team management. Combining deep technical expertise with strong leadership skills, that can drive successful project execution, foster innovation, and ensure high-quality deliverables. Responsibilities: <ul> <li>Designs, develops and is accountable for feature delivery</li> <li>Applies enterprise standards for solution design, coding and quality</li> <li>Ensures solution meets product acceptance criteria with minimal technical debt</li> <li>Guides the team on work breakdown and execution</li> <li>Works with the Product Owner to ensure that product backlog/requirements are healthy, with clear acceptance criteria</li> <li>Plays a team lead role (as an individual contributor) and mentors the team</li> <li>Guides team members with skills and practices (planning and estimation, peer reviews, and other engineering practices)</li> </ul> Required Qualifications: 7+years experience in: <ul> <li>Team Building</li> <li>Project Management</li> <li>Stakeholder communication</li> <li>Cloud Application Development using AWS/Azure/Containers, proficient in designing, deploying, and managing cloud infrastructure on AWS / Azure of Containers</li> <li>Expertise in building microservices and deploying the workloads via CICD</li> <li>Expert in application architecture, system performance optimization and solving complex problems</li> <li>Java, Redis</li> <li>Leading agile/scrum development team</li> </ul> Desired Qualifications: <ul><li>Proficient in JAVA development, including Spring Boot and RESTful APIs.</li></ul> Skills: <ul> <li>Automation</li> <li>Influence</li> <li>Result Orientation</li> <li>Stakeholder Management</li> <li>Technical Strategy Development</li> <li>Architecture</li> <li>Business Acumen</li> <li>Risk Management</li> <li>Solution Delivery Process</li> <li>Solution Design</li> <li>Agile Practices</li> <li>Analytical Thinking</li> <li>Collaboration</li> <li>Data Management</li> <li>DevOps Practices</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Feature Lead - Technology

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for handling day-to-day Operations processes and working towards deadlines. Key responsibilities include completing all workflows, providing guidance to other team members, assisting internal business partners, and providing functional expertise. Job expectations include performing routine and various item processing functions under moderate supervision within a process that has built-in checks and balances. Responsibilities: <ul> <li>Contributes to overall success of an Operations team as an individual contributor</li> <li>Handles operational activities and queries for either single or multiple Lines of Business across the enterprise</li> <li>Adheres to deadlines set internally within the business unit or those in agreed Service Level Agreements with internal or external business partners</li> <li>Provides functional expertise knowledge to projects or initiatives relating to the business unit</li> <li>Maintains internal operational and financial controls and works within the risk appetite of the business unit</li> <li>Continues to review processes to ensure they are efficient and implements process improvement opportunities</li> </ul> Skills: <ul> <li>Active Listening</li> <li>Adaptability</li> <li>Attention to Detail</li> <li>Collaboration</li> <li>Data Collection and Entry</li> <li>Critical Thinking</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Planning</li> <li>Reporting</li> <li>Account Management</li> <li>Conflict Management</li> <li>Decision Making</li> <li>Inclusive Leadership</li> <li>Process Management</li> </ul> Required Background: Must be a current Year Up intern at Bank of America Shift:1st shift (United States of America) Hours Per Week: 40

Lead Operations Representative - Year Up

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Primary responsibility to obtain and review insurance documentation in accordance with Bank policies and procedures, and to ensure lien perfection. Interfaces with insurance agents, line partners, and clients to ensure world-class documentation accuracy. Maintains primary responsibility for accuracy of insurance documentation and SOR tracking data, timely delivery of documents, and elimination of controllable re-work. Post funding analysis of insurance requirements, timely processing/resolution of insurance exceptions, and monitoring system of record for upcoming expirations of insurance policies, acting to extend or obtain renewals of the items prior to their expiration. Maintains ticklers on systems of record for these items. Acts to resolve exceptions related to insurance requirements. Responsibilities: <ul> <li>Generate Insurance requirement letters and send to client/agent/broker.</li> <li>Receive/Review incoming insurance policies for compliance with bank and federal guidelines.</li> <li>Contact client/agent/broker to resolve items out of compliance.</li> <li>Gives technical advice and guidance to business units and interdisciplinary teams on a project.</li> <li>Maintain systems of record for continued monitoring of insurance.</li> <li>Work in a paperless environment and adhere to compliance guidelines.</li> <li>Professional and positive team player, with ability to promote collaboration, and communicate with impact.</li> <li>Learn and adapt quickly, hold self and others accountable for high performance standards.</li> </ul> Requirements: <ul> <li>Must know BOA platform system knowledge (LoanIQ, CTS, EDR, Genesis) or understanding of commercial property and casualty insurance requirements.</li> <li>Strong verbal and written communication skills.</li> <li>Ability to build partnerships across the organization to ensure efficiency and achieve customer satisfaction.</li> <li>Effective prioritization of multiple tasks, balancing quality and productivity.</li> <li>Proficient time management and attention to detail</li> </ul> Additional Requirements: <ul> <li>Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.</li> <li>Excels in working among diverse viewpoints to determine the best path forward.</li> <li>Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.</li> <li>Commitment to challenging the status quo and promoting positive change.</li> <li>Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.</li> <li>Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Document Administrator II

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for preparing and reviewing documentation in accordance with the bank's policies and procedures to facilitate closings with the client and ensure lien perfection. Key responsibilities include working on highly complex documentation, supporting Loan Administrators with their primary responsibilities, and assisting the Market Leader in directing workflow and performing quality assurance. Job expectations include working with company vendors, legal counsel, line partners, and clients to ensure world class documentation accuracy. Line of Business Job Description: Syndicated and Corporate Lending Document Administrators lead the pre-closing and closing process for Corporate and Commercial lending units, including Syndicated, Participation-Bought and Direct Credit Facilities. Acting as the loan closer, the Document Administrator is responsible independently reviewing the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements. Additionally, the loan closer manages the incoming and outgoing payments required from the Borrower and Lenders and books the new commitment, amendment, or restructure updates in the Loan IQ system of record. This role works closely with Client Manager, Credit and Portfolio Officers, Agency Management, Internal and External Legal Counsel and many internal operational support units to ensure seamless execution of transaction. Document Administrators demonstrate time schedule flexibility to accommodate deal closing requirements. Responsibilities: <ul> <li>Ensures that loan documentation and lien perfection meets bank policies and procedures and that work products are delivered in an accurately and timely manner</li> <li>Leads documentation, due diligence and collateral perfection, and monitoring of loan documentation for a specific market segment</li> <li>Reviews documents for accuracy, timely delivery, and necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable rework</li> <li>Reviews the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements</li> <li>Designs a robust filing and organizational process to assist in completing primary financial booking and initial loan funding</li> <li>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</li> </ul> Required Qualifications: <ul> <li>2+ years of experience with commercial lending</li> <li>Familiarity with commercial credit or commercial loan terminology</li> <li>Experience with reading, interpreting, and analyzing complex legal documentation such as credit agreements, and amendments</li> <li>Highly organized, proactive, and able to plan, prioritize and manage deliverables</li> <li>Strong written and verbal communication skills; able to target messaging to different audiences</li> <li>Effective problem-solving skills</li> <li>Proficient computer skills, including Windows, Excel, Word, and Outlook</li> <li>Can work independently while balancing early escalation to ensure seamless closing</li> <li>Adapts well to a quickly evolving environment</li> </ul> Desired Qualifications: <ul> <li>Syndicated loan experience </li> <li>Finance, accounting, or mathematical background</li> <li>Experience with LoanIQ </li> <li>Bachelor’s degree or equivalent loan administration experience</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Business Acumen</li> <li>Customer and Client Focus</li> <li>Due Diligence</li> <li>Prioritization</li> <li>Adaptability</li> <li>Data Collection and Entry</li> <li>Oral Communications</li> <li>Research</li> <li>Written Communications</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent work experience Shift:1st shift (United States of America) Hours Per Week: 40

Document Administrator III - Syndicated & Corporate Lending

Job Description: About Us At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Global Business Services Global Business Services (GBS) delivers Technology and Operations capabilities to Lines of Business and Staff Support Functions of Bank of America through a centrally managed, globally integrated delivery model and globally resilient operations. Global Business Services is recognized for flawless execution, sound risk management, operational resiliency, operational excellence and innovation. In India, we are present in five locations and operate as BA Continuum India Private Limited (BACI), a non-banking subsidiary of Bank of America Corporation and the operating company for India operations of Global Business Services. Process Overview* Global Markets Business Finance &amp; Control (BF&amp;C) is a division of Global Banking &amp; Markets (GBAM) Finance responsible for the production and independent validation of Global Markets' profit and loss and balance sheet. In this regard, BF&amp;C will ensure, inter alia, that accounting policies are correctly and consistently applied, and that trading portfolios are appropriately valued. The team prepares and reports P&amp;L and balance sheet to the business and ensures the accuracy and integrity of the general ledger. We are responsible for daily service delivery and ensuring effective controls, transparent management information and becoming a center of excellence delivering process simplification and efficiencies. We work closely with front office, middle office, traders and valuation control teams to drive the control agenda across the business. Job Description* Global Markets Business Finance &amp; Control (BF&amp;C) seeks to provide a support service with particular focus on the relationship between trading risk positions and P&amp;L components. We are looking to recruit an individual to work in the P&amp;L production area covering the Global Rates Trading desks. The candidate’s main responsibility will be to produce and deliver the daily P&amp;L to front office, providing a high standard of analysis and explanation around any issues faced and daily revenue drivers. The candidate will therefore have considerable interaction with the respective Front Office, Middle Office, and Finance and Trade Capture teams so good communication and time management skills are an essential requirement for this job. Primary products covered will include Fixed Income, Money markets, interest rate derivatives, FX derivatives. Responsibilities* <ul> <li>Perform Production and Reporting of daily P&amp;L and balance sheet to Front Office &amp; Senior Management.</li> <li>Perform Reconciliation of actual P&amp;L with trader estimates and review flash/actual variance analysis.</li> <li>Work closely with the trading desks on position, P&amp;L or other issues on an ad-hoc basis.</li> <li>Review Front-to-Back analysis &amp; reconciliations of front office P&amp;L and Balance Sheet to firm sub-ledgers,</li> <li>Assist with execution of month-end controls ensuring management vs financial P&amp;L variances are within thresholds</li> <li>Analyze traders’ risk positions and understand and apply the Greeks (Delta, Vega Gamma) vs daily market moves.</li> <li>Control books, cost center and Business Units for line of business</li> <li>Liaise with various business partners such as Technology, Market Risk, Credit Risk, Operations and Finance to resolve issues / queries.</li> <li>Develop, standardize &amp; continuous improvement of existing processes &amp; workflow.</li> <li>Monitor Testing/UAT for existing or new systems</li> <li>Remediation of issues in an autonomous yet timely manner considering the principles of control and the need to mitigate operational risk</li> <li>Optimize Operational Excellence – act as innovator and change catalyst to drive process redesign and realize efficiency across the platform</li> <li>Manage and drive risk disciplines and internal controls to deliver the best outcomes for our clients and shareholders</li> <li>Be pro-active and engage control partners/ technology to identify and mitigate operational risks</li> <li>Build a culture and process to identify, mitigate, and control operational risk.</li> </ul> Requirements* Education* Qualified Chartered Accountant/CPA /CFA / MBA from Tier I/II institute with relevant experience in Product Control or Global Markets environment and organization of similar scale with US GAAP, IFRS, IAS reporting framework with an interest and aptitude for derivative products Certifications If Any • CFA / FRM certified candidates would be preferred • Advanced education and/or enhanced technical qualifications are a plus Experience Range* 4 to 6 years with at least 3+ years’ experience in Global Markets Foundational skills* <ul> <li>Should have good understanding of financial markets, Derivatives &amp; structured notes-their hedging, funding, credit risk etc.</li> <li>Line experience coupled with a demonstrated ability to lead technology-based change.</li> <li>Proven experience of providing thought leadership to overcome challenges and lead without direct authority, excellent skills with an ability to manage the group of fast paced team supporting multiple business verticals.</li> <li>Strong verbal and written communication skills, and the personal ability to collaborate, operate, and communicate effectively with a culturally diverse group of peers and colleagues.</li> <li>Has the gravity to interact at all levels of management to support resolution of complex business issues.</li> <li>Demonstrated ability to work in a globally matrixes and significantly multi-geography, multi-cultural offshore service delivery environment.</li> <li>A convincing executive presence which conveys composure and confidence in all situations, the credibility and stature to carry stakeholders through influence rather than via the hierarchy.</li> <li>Individual should have the resilience to handle internal pressures and conflicts in dealing with multiple stakeholders.</li> </ul> Desired skills <ul> <li>Alteryx / Python / Tableau knowledge would be an added advantage.</li> <li>Must be proactive and be a highly motivated self-starter</li> <li>Effective communication skills with English proficiency</li> <li>Demonstrated ability to work in a high pressure environment</li> <li>Takes initiative and challenges existing processes and procedures in a proactive manner</li> <li>Strong team player</li> <li>Ability to analyze issues independently and derive solutions</li> <li>Analytical skills</li> <li>Inherent sense of principles of control through experience and sound judgment</li> <li>Reliability</li> </ul> Work Timings* 12:30 PM IST to 9:30 PM IST Job Location* Gurugram/ Hydera

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