Credit Support Associate I - Document Imaging - 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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

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 assisting with tasks related to the credit process. Key responsibilities include assisting risk activities including, monitoring financial reporting, coordinating the onboarding of clients as the first point of engagement for client teams, and supporting coordination of a systematic execution of the credit process in partnership with managers, specified teams, and operations. Job expectations include working with other Enterprise Credit associates and staying current on the bank's policies, procedures, and systems.

A GWIM Credit Document Imaging Associate is a member of the GWIM Document Concierge Team and is responsible for accurate document imaging of all documents related to new and renewal deals, monitoring documents, and internally created monitoring documents.  This associaet must create and maintain valuable relationships with client teams and internal business partners.  They must also ensure doucmetns are uploaded in an accurate and timely manner as well as linked to GUS deals when necessary.

“Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy”

Responsibilities:

• Engages with team members to support partnership with teams to manage the bank's portfolio via monitoring financial package collection, maturities, annual reviews/financial analysis summaries, past due payments, and failed covenants

• Assists in resolving client needs such as ordering pay-off letters

• Assists in risk management by clearing collateral exceptions to reduce the bank's legally binding exposure

• Engages in timely and accurate deal coordination through engaging outside counsel to prepare loan documentation, assisting with the completion of pre-close checklists, and connecting with fulfillment to book facilities in the system of record

Required Qualifications:

• Accurately image documents according to the Universal Document List, ensuring timely response to business partners

• Proficiency with MS Office Applications with emphasis on Excel and Word

• Must be well organized and able to work independently with minimal management oversight, manage multiple assignments simultaneously and meet deadlines, capable of prioritizing numerous time sensitive and business critical activities

• Ability to build partnerships across the organization

• Strong ownership of process, leadership, and teamwork

Desired Qualifications:

• System knowledge of EDR, GUS, EDR, ImageTrust, Adobe Acrobat Standard

• Bachelor’s Degree

Skills:

• Customer and Client Focus

• Issue Management

• Prioritization

• Written Communications

• Attention to Detail

• Collaboration

• Collection Management

• Oral Communications

• Adaptability

• Customer Service Management

• Planning

• Recording/Organizing Information

• Research

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

Shift:

Hours Per Week: