Credit Support Associate II/III- Commercial Credit

Bank of America; Hartford (CT); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is seeking a Credit Officer support professional to assist underwriting, monitoring, and portfolio management for financing, treasury, and traded products. The role acts as a primary liaison with credit teams, operations, and business partners to ensure accurate processing and compliant workflows.

The candidate will handle end-to-end credit activities, monitor statements, and maintain data quality while supporting the credit team in daily operations.

Qualifications

• Attention to detail is essential for accurate data entry, file maintenance and process compliance.
• Proficiency in collecting, organizing and documenting financial statements and related documents.
• Ability to maintain organized records and ensure timely, accurate information flow with credit teams.
• Strong oral communication skills to coordinate with credit officers, operations and business partners.

Responsibilities

• Coordinates pre- and post-closing activities including due diligence and approval document creation.
• Monitors requirements by compiling ticklers and gathering financial statements per credit agreements.
• Identifies and resolves data quality issues.
• Looks for opportunities to improve operational efficiency.
• Ensures compliance with policy and procedures.

Skills

Attention to Detail

Data Collection and Entry

Record Keeping

Oral Communications

Written Communications

Collaboration

Customer and Client Focus

Planning

Prioritization

Education

High School Diploma / GED

Job description

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.

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 supporting Credit Officers on a daily basis in the underwriting, monitoring, and management of their portfolios. Key responsibilities include managing end-to-end processes involving credit underwriting, ongoing monitoring, and portfolio management of financing, treasury management, and traded products transactions. Job expectations include acting as a primary liaison with the credit teams, operations, and other business partners.

Responsibilities

• Coordinates 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

Required Qualifications

• Credit Guidelines and lending procedures
• Underwriting systems
• Credit documentation verification
• Commercial Lending and Commercial products

Desired Qualifications

• Time management
• Organization
• Portfolio monitoring

Skills

• Attention to Detail
• Data Collection and Entry
• Record Keeping
• Oral Communications
• Written Communications
• Collaboration
• Customer and Client Focus
• Planning
• Prioritization

Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent

• Role can be filled as a level II or III at manager's discretion

Shift:

1st shift (United States of America)

Hours Per Week:

40