Credit Support Associate II - Global Wealth & Investment Management

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 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

Required Qualifications:

• 2+ years of direct experience supporting commercial credit underwriting and portfolio management, with responsibility for managing work independently and across multiple stakeholders

• Working knowledge of credit guidelines and lending procedures, with demonstrated ability to apply policy, identify issues, and ensure compliance without close supervision

• Hands‑on experience using credit underwriting and risk systems to review, validate, and maintain accurate credit data, including resolving data quality issues as they arise

• Experience reviewing and verifying commercial credit documentation, including identifying discrepancies, coordinating corrections, and confirming final documentation aligns with approved terms

• Solid understanding of commercial lending products, including loans, treasury management, and traded products, and how they impact credit structure and ongoing monitoring requirements

• Experience performing ongoing portfolio monitoring, such as tracking covenants, managing ticklers, and obtaining required financial statements and documentation in line with credit agreements

Desired Qualifications:

• Strong time management skills, with the ability to manage multiple credits, deadlines, and monitoring requirements simultaneously

• Demonstrated organizational skills in maintaining accurate credit files, tracking documentation, and meeting ongoing monitoring obligations

• Experience managing a commercial credit portfolio, including prioritization of risk items and follow‑up with partners to resolve open issues

• Comfort identifying process gaps and contributing ideas to improve efficiency, accuracy, and consistency in credit support activities

Skills:

• Attention to Detail

• Data Collection and Entry

• Record Keeping

• Oral Communications

• Written Communications

• Collaboration

• Customer and Client Focus

• Planning

• Prioritization

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

Hours Per Week: