Credit Support Associate I - Global Wealth & Investment Management
Bank of America
Multiple Locations, USA
On-site
Monitoring financial reporting
Coordinating client onboarding
Resolving client needs
Bank of America is seeking a Credit Support Associate I for its Global Wealth & Investment Management division. The role involves assisting with credit processes, managing client relationships, and ensuring compliance with bank policies
Job Summary
This job is responsible for assisting with tasks related to the credit process, including monitoring financial reporting and coordinating client onboarding.
Key responsibilities include assisting risk activities, resolving client needs like ordering pay-off letters, and clearing collateral exceptions.
The role requires engaging in timely and accurate deal coordination through engaging outside counsel and connecting with fulfillment to book facilities.
Matching Summary
Match Score: 85
Bank of America is seeking a Credit Support Associate I for its Global Wealth & Investment Management division. The role involves assisting with credit processes, managing client relationships, and ensuring compliance with bank policies.
Skills & Requirements
Must-have
monitoring financial reporting
coordinating client onboarding
resolving client needs
clearing collateral exceptions
timely and accurate deal coordination
Nice-to-have
customer and client focus
adaptability
collaboration
attention to detail
Key Requirements
12+ months of experience with financial institutions’ credit policies
Proficiency with MS Office Applications
High School Diploma / GED / Secondary School or equivalent