Bank of America

Operations

• Providing reporting support including leading the development work for automated reporting solutions
• Developing and maintaining systems of knowledge delivered via easy to navigate automated self-serve business intelligence solutions
• Working with business partners to understand client needs
• Creating solutions to meet those needs
• Leading aspects of the end to end development and deployment of the required reporting and analytical solutions
• Designing, managing, and deploying data systems, reports, and dynamic dashboards
• Training users in these systems and the use of reports
• Extracting data from multiple sources, manipulating and validating data
• Conducting root cause analysis and presenting analytic findings
• Presenting operational solutions and recommendations to leadership

Senior Client Reporting Analyst – Global Credit Operations

Administration

• serving as point of contact for assigned clients for all loan-related servicing matters
• delivering the highest level of service to lenders/investors, borrowers, vendors and internal business units
• ensuring compliance with servicing agreements, government regulations and company policies
• accurately keying all transactions into the system of record and/or workflow tool
• ensuring timely communication with clients and partners

Loan Servicing Administrator I

Data Scientist

• Analyzing and interpreting large datasets to uncover potential revenue generation opportunities and develop effective risk management strategies
• Collaborating with key stakeholders to comprehend business problems
• Utilizing data gathering and analysis techniques to devise solutions
• Presenting recommendations based on the findings
• Developing advanced technical documentation for an array of models
• Working closely with developers to understand how the model works and ensure results are accurate
• Partnering with technology and model users to schedule deployments
• Conducting regular model monitoring and sharing performance results

Data Scientist I – Fraud Model Governance

Financial Planning and Analysis

• Obtain Securities Industry licenses
• Build and manage client relationships
• Deliver Bank of America’s banking and investment solutions
• Collaborate with banking and investment partners

Financial Solutions Advisor

Analyst

• Responsibilities are similar to those of the senior commercial credit analyst, but they are of less magnitude and involve more limited authority.
• Works independently on general assignments and under the direction of the senior commercial credit analyst team on complex projects and analyses.

Commercial Credit Analyst

• Providing comprehensive advice and customized solutions to clients
• Triaging client leads and meeting with clients to review financial goals
• Recommending banking and investment strategies and products
• Mitigating and controlling risk as part of daily activities
• Identifying and engaging potential new clients

• This job is responsible for analyzing the day-to-day issues, researching, and providing resolution for various issues identified within a business unit.
• Key responsibilities include building new procedures, completing complex non-routine analytics, creating reports, and reviewing exception testing and processing.
• Job expectations include supporting continuous improvement of processes by identifying trends and understanding the operations environment.
• The Senior Operations Analyst will be responsible for reviewing and processing all work for the Automated Investment (Sweep) product including the high-risk process of the Mutual Fund Trades, wires, and financial entries.
• 1099, 1042 reporting and Form W-9 and W-8 validation is heavily emphasized.
• The candidate is the first point of contact for inquiries from business partners and clients via email or phone channel.
• Responsible for reading, analyzing and/or determining the appropriate handling and resolution of requests.
• Will work with internal and external business partners/clients to provide resolution to inquiries, issues, and/or technical support.
• Candidate will be responsible for processing/verifying account set ups, maintenance for Sweep.
• Other responsibilities include assigning incoming work, assisting with audit reviews, regulatory reporting, gathering statistical information and producing monthly reports.
• Conduct simple/complex research and provide timely responses to inquiries by utilizing the various bank systems to support client requests.
• The candidate must actively support a team environment and quickly shift priorities while focusing on the needs of our customers while maintaining an organized approach to managing daily activities and simultaneously handling multiple demands to achieve optimal efficiency and productivity.
• Provides guidance to associates within own unit regarding procedural, technical and/or operational changes.

Commercial Treasury Operations – Sweep Operations

• Analyzing and interpreting large datasets to uncover potential revenue generation opportunities
• Collaborating with key stakeholders to comprehend business problems
• Utilizing data gathering and analysis techniques to devise solutions
• Presenting recommendations based on the findings
• Performing business analytics, which include data analysis, trend identification, and pattern recognition
• Applying agile practices for project management
• Creating and maintaining technical documentation
• Managing multiple priorities and maintaining quality and timeliness of work deliverables
• Delivering engaging presentations and effectively communicating technical concepts
• Mitigating risk by identifying potential issues and developing controls
• Researching the latest advances in the fields of data science and artificial intelligence

Data Scientist I

IT Support

• Lead, coach, and develop Credit Support Associates, providing day-to-day direction on priorities, workflow, and deadlines
• Review outputs to ensure accuracy, completeness, and alignment with policy
• Act as escalation point for complex issues and support team decision-making
• Oversee underwriting support, monitoring, and portfolio management activities for traded products transactions
• Guide preparation of monitoring materials, including covenant tracking and deliverable management
• Ensure financial statements, NAVs, and other requirements are sourced and tracked in accordance with credit documentation
• Oversee onboarding activities and review client and transaction documentation
• Extract and track key terms, covenants, and reporting requirements
• Partner with Operations to ensure accurate trade booking and lifecycle management
• Manage pre- and post-closing activities
• Identify and resolve data quality issues across credit and risk systems
• Oversee monitoring ticklers and portfolio tracking requirements
• Drive process improvements and enhance workflow efficiency, including leveraging tools such as Microsoft 365 Copilot
• Ensure adherence to credit policies, procedures, and risk standards

Credit Manager I – Global Markets Credit

• Works with clients to plan their short and long-term financial goals
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs

• Provide comprehensive advice and customized solutions to clients
• Triaging client leads
• Making referrals to business partners based on client needs
• Building a financial plan
• Recommending brokerage products

Infrastructure Engineer

• This job is responsible for defining an architectural vision and solution that supports the strategic outcomes of the Business' Products and Services
• Define the target operating environment and design for client resiliency
• Assist with solution design and define non-functional requirements
• Work with stakeholders and service providers aligned to the Business' strategic objectives
• Evaluate the impact of strategic design decisions and contribute to the architecture roadmap
• Lead the strategic modernization of the GEOS on-premise compute platform
• Drive the design and build cycle for resilient, scalable hosting platforms within newly established GEOS data centers
• Establish best practices for platform hosting and set technical direction for custom engineering solutions
• Remain hands-on in lab environments to validate designs and test solutions
• Embed enterprise risk and control requirements into all architecture patterns
• Partner closely with Cybersecurity, 2nd Line Risk, and Internal Audit to ensure compliance, resiliency, and audit readiness

Senior Infrastructure Architect

Client Partner

• Developing and managing dealer relationships
• Prospecting new clients
• Communicating program benefits
• Managing all aspects of the dealer's portfolio
• Identifying and deepening opportunities
• Driving referrals to enterprise capabilities
• Participating in local market leadership team activities

Retail Client Manager – Consumer Vehicle Lending, Dealer Sales

Product Specialist

• Assist senior member of the technical team in performing technical due diligence for Bank of America’s investments in energy and infrastructure assets, including reviewing independent engineering reports, technology reviews, project contracts, and other supporting materials
• Update project portfolio information from monthly operation reports and monitor the technical performance of portfolio assets (e.g., generation, availability, O&M expenses, and major technical issues)
• Evaluate and qualify equipment vendors, EPC contractors, and operators across multiple project types, including researching/tracking technology trends across the industry

Product Specialist II – Technical Engineering, Global Infrastructure Credit

• Provide equipment finance and lease financing solutions to Bank of America clients and prospects
• Work with typical client profiles of companies with revenues between $50MM and $2BN
• Handle transaction sizes between $1MM and $50+MM
• Cultivate client relationships and develop sales strategies
• Engage in extensive travel as required

Senior Client Reporting Analyst – Global Credit Operations

Loan Servicing Administrator I

Data Scientist I – Fraud Model Governance

Financial Solutions Advisor

Commercial Credit Analyst

Financial Solutions Advisor

Commercial Treasury Operations – Sweep Operations

Data Scientist I

Credit Manager I – Global Markets Credit

Financial Solutions Advisor

Financial Solutions Advisor

Senior Infrastructure Architect

Retail Client Manager – Consumer Vehicle Lending, Dealer Sales

Product Specialist II – Technical Engineering, Global Infrastructure Credit

Senior Leasing Sales Specialist – Equipment Finance