Role at a glance
- Job function
-
Investments & Capital Markets Investment Operations
- Salary
- Not Disclosed
- Location
- Charlotte, United States
- Employment
- Full-time
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About the role
Original posting provided by Bank of America
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 providing advanced end-to-end operational support for securities, loans, exchange traded derivatives and over the counter derivatives across multiple lines of business, and cross-business functional support through the lifecycle of a trade. Key responsibilities include ensuring trading and operational activities are completed accurately and before deadlines, researching and resolving complex issues, and simplifying client interactions. Job expectations include being customer oriented and data driven, while focusing on continuous improvement.
LOB Job Description:
Markets Support specialist provides processing and execution support across Global Markets Loan Operations, serving as a subject matter resource for assigned processes. The role focuses on driving high-quality, timely execution, supporting complex loan onboarding and servicing, and ensuring adherence to established procedures, risk controls, and regulatory requirements.
This position partners closely with internal stakeholders, Finance, Technology, and external clients to support operational execution, client onboarding, and platform enablement. Associate acts as a key point of contact for client-facing communication, issue resolution, and while supporting adoption of new system features and enhancements.
The role serves as a liaison between the business, finance and technology, contributing operational input to system enhancements, testing activities, and business continuity efforts. Associate is expected to identify opportunities to streamline processes through automation and AI, improve operational efficiency, and support scalable operating models aligned to evolving products and client needs.
The role requires strong operational judgment, risk mitigation, execution discipline and timeliness, and the ability to lead through change, shifting priorities, and evolving client and business needs, while supporting complex transactions and client-impacting activities.
Responsibilities:
- Provide processing of operational activities across assigned processes, ensuring deadlines, quality standards, and service expectations are consistently met
- Coordinate and prioritize tasks, and support resolution of complex, escalated, and client-impacting issues
- Serve as liaison between the business and Technology, supporting system usage, issue resolution, and platform enhancements
- Manage heavy external client-facing communication, including escalation management, troubleshooting, and ongoing relationship support
- Support new deals onboarding to the loan system of record and credit and loan documentaiton review.
- Utilize AI and automation tools to streamline operational processes, improve efficiency, and reduce manual effort
- Generate system enhancement ideas and partner with Team lead and subject matter experts through development, testing, and implementation
- Participate in and support business continuity testing and resiliency exercises for supported platforms and processes
- Work closely with Operational teammates and business partners to design and evolve the optimal operational model to support new products, structures, and initiatives
- Ensure adherence to operational procedures, internal controls, and applicable regulatory and risk management standards
- Understand process gaps, operational risks, and inefficiencies; and support implementation of process improvements
- Partner with cross-functional teams (Technology, Compliance, Audit, Risk, and Finance) to support audits, testing initiatives, and control assessments
- Promote collaboration, knowledge sharing, and continuous improvement within the team
Required Qualifications:
- 2-5 years of experience in lending, Financial services and operations
- Strong understanding of operational processes within a financial services or regulated environment
- Excellent verbal and written communication skills, with the ability to interact effectively across all levels of the organization
- Ability to manage multiple priorities, meet tight deadlines, and work effectively under pressure
- Demonstrated ability to lead work efforts, coordinate tasks, and support processing execution in a fast paced environment
- Advanced proficiency in Microsoft Office applications, particularly Excel (e.g., formulas, pivot tables, data analysis)
- Strong analytical, organizational, and problem solving skills with high attention to detail
Desired Qualifications:
- Bachelor’s degree preferred or equivalent professional work experience
- 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 mindset with confidence in supporting client facing interactions when required
Skills:
- Attention to Detail
- Written Communications
- Data Collection and Entry
- Oral Communications
- Record Keeping
- Recording/Organizing Information
- Strategic Thinking
- Active Listening
- Decision Making
- Negotiation
Shift:
1st shift (United States of America)Hours Per Week:
40About the company
Bank of America
Large Enterprise
Bank of America is a leading multinational banking and financial services corporation based in the United States. With a broad range of services including consumer banking, investment banking, asset management, and wealth management, it serves millions of customers across the globe. The company is committed to innovation and sustainability, aiming to deliver a seamless banking experience while fostering economic growth in the communities it serves. Bank of America's diverse workforce and inclusive culture support its goal of providing exceptional financial solutions tailored to meet the needs of individuals and businesses alike.