Credit Underwriting & Portfolio Support – Associate II/III

Bank of America Corporation; Seattle (WA); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America is seeking a team member to support Credit Officers with underwriting, monitoring, and portfolio management of financing, treasury, and traded products. The role acts as a primary liaison with credit teams, operations, and business partners.

Responsibilities include coordinating pre- and post-closing activities, monitoring requirements, identifying data quality issues, pursuing efficiency improvements, and ensuring compliance with policy.

Qualifications

• High School Diploma or equivalent required.
• Experience with credit underwriting and lending procedures preferred.
• Strong attention to detail and data accuracy.

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

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 / Secondary School or equivalent

Job description

Bank of America is seeking a team member to support Credit Officers with underwriting, monitoring, and portfolio management of financing, treasury, and traded products. The role acts as a primary liaison with credit teams, operations, and business partners.

Responsibilities include coordinating pre- and post-closing activities, monitoring requirements, identifying data quality issues, pursuing efficiency improvements, and ensuring compliance with policy.