Credit Operations Specialist: Underwriting & Portfolio Support

Bank of America; Pittsburgh (Allegheny County); On-site; USD 60,000 - 95,000; Full time

Job summary

Bank of America in the United States seeks a Credit Support Specialist to assist Credit Officers with underwriting, ongoing monitoring, and portfolio management of financing, treasury, and traded products. You will coordinate pre- and post-closing activities and serve as a liaison with credit teams, operations, and other business partners.

You will monitor requirements, gather financial statements, verify documentation, and help ensure compliance while collaborating with teams in a fast-paced

Qualifications

• Knowledge of credit guidelines and lending procedures.
• Experience with underwriting systems.
• Ability to verify credit documentation.
• Knowledge of commercial lending and products.

Responsibilities

• Coordinate pre- and post-closing activities which may include due diligence activities, creation of approval documents, and interaction with operations
• Monitors requirements by creating and clearing monitoring ticklers and sourcing required financial statements and other documents per the terms of the credit agreement or other documentation
• Identifies and resolves data quality issues
• Identifies opportunities to improve operational efficiency
• Understands policy and procedures and ensures compliance

Skills

Attention to detail

Data collection

Record keeping

Oral communication

Written communication

Collaboration

Customer focus

Planning

Prioritization

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Underwriting systems

Job description

Bank of America in the United States seeks a Credit Support Specialist to assist Credit Officers with underwriting, ongoing monitoring, and portfolio management of financing, treasury, and traded products. You will coordinate pre- and post-closing activities and serve as a liaison with credit teams, operations, and other business partners.

You will monitor requirements, gather financial statements, verify documentation, and help ensure compliance while collaborating with teams in a fast-paced