Senior Operations Consultant- Documents Officer

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!

Line of Business Job Description:

Global Credit Operations is responsible for the fulfillment, servicing and protection of credit offerings for business banking, Global Wealth & Investment Management (GWIM), commercial and corporate clients as well as leasing and trade products.

This position is for a Documentation Officer.  The position handles a variety of tasks such as draft documents for clients, set up of the system work, file UCC's, create exhibits and fund vendors and clients.  The Docs Officer works closely with the Marketing Officers and works with our Leasing clients directly.  This position is 100% client facing and is directly responsible for the execution and funding for our client’s needs.  Due to the complexity of the Commercial Leasing product type ramp up time for a new Commercial Documentation Officer to be able to work independently is about 1 year.  There are processes required to document a transaction and work with attorneys that are very specific to the Commercial product type which requires associate to have commercial documentation training (i.e. Amendment/Restructures, Material Credit Exceptions, Pre-Collateral Booking).  

Job Description:

This job is responsible for the day-to-day resolution of complex problems and the research and execution of complex transactions for a single site/business unit or smaller business unit(s). Key responsibilities include strategically advising upon the design, development, and implementation of products, systems, and services using discretion within the project management methodologies.

Responsibilities:

• Advises on the design, development, and implementation of complex products, systems, and services in an operations environment using discretionary judgment

• Advises on projects and directs activities of a team related to special initiatives

• Advises as a technical expert in assigned area, providing an understanding of the business unit's operations processes and implications on other groups within the operations function

• Consults on present-state, develops alternative future-state approaches, and facilitates implementations by creating a clear and coherent approach to guide effective program/initiative setup, execution, and control

• Identifies and recommends responsibilities and accountabilities for key programs/projects

• Research and clarify information in imaging and work closely with the documentation team to provide problem resolution. 

• Responsible for building and maintaining strong relationships with leasing operations teams.

• Handles documentation QA testing as needed.

• Timely maintenance of all pending items. 

• Performance of maintenance on current portfolio issues, as needed.  Completes various projects as assigned by manager.

Required Qualifications:

• Strong Microsoft Word and Excel abilities.

• Excellent verbal and written communication skills. 

• Must be detailed oriented.

• Team player who will assist teammates as needed. 

• Proven ability to work in an unsupervised capacity. 

• Strong customer service skills. 

• Ability to set priorities, meet aggressive production goals and deadlines, manage multiple transactions, tasks and project efficiently and simultaneously in a fast-paced environment. 

• Ability to achieve aggressive productions goals and to deliver effective, responsive service to customers. 

• Excellent organizational skills and the ability to prioritize.

Desired Qualifications:

•  Commercia