Markets Operations Specialist — Loans & Derivatives

ghr; Charlotte (NC); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America is seeking a Markets Support Specialist to provide advanced end-to-end operational support for securities, loans, and derivatives across multiple lines of business. You will coordinate processing, resolve complex issues, and drive continuous improvement to ensure timely, accurate trade lifecycle execution.

The role requires strong collaboration with Finance, Technology, and client-facing teams, with a focus on onboarding, risk controls, and leveraging AI tools to streamline

Qualifications

• 2-5 years of experience in lending, Financial services and operations.
• Strong understanding of operational processes within a financial services or regulated environment.
• Excellent verbal and written communication skills, with the ability to interact effectively across all levels of the organization.
• Ability to manage multiple priorities, meet tight deadlines, and work effectively under pressure.
• Demonstrated ability to lead work efforts, coordinate tasks, and support processing execution in a fast paced environment.
• Advanced proficiency in Microsoft Office applications, particularly Excel (e.g., formulas, pivot tables, data analysis)
• Strong analytical, organizational, and problem solving skills with high attention to detail.

Responsibilities

• Provide processing of operational activities across assigned processes, ensuring deadlines, quality standards, and service expectations are consistently met.
• Coordinate and prioritize tasks, and support resolution of complex, escalated, and client-impacting issues.
• Serve as liaison between the business and Technology, supporting system usage, issue resolution, and platform enhancements.
• Manage heavy external client-facing communication, including escalation management, troubleshooting, and ongoing relationship support.
• Support new deals onboarding to the loan system of record and credit and loan documentaiton review.
• Utilize AI and automation tools to streamline operational processes, improve efficiency, and reduce manual effort.
• Generate system enhancement ideas and partner with Team lead and subject matter experts through development, testing, and implementation.
• Participate in and support business continuity testing and resiliency exercises for supported platforms and processes.
• Work closely with Operational teammates and business partners to design and evolve the optimal operational model to support new products, structures, and initiatives.
• Ensure adherence to operational procedures, internal controls, and applicable regulatory and risk management standards.
• Understand process gaps, operational risks, and inefficiencies; and support implementation of process improvements.
• Partner with cross-functional teams (Technology, Compliance, Audit, Risk, and Finance) to support audits, testing initiatives, and control assessments.
• Promote collaboration, knowledge sharing, and continuous improvement within the team.

Skills

Attention to Detail

Written Communications

Data Collection and Entry

Oral Communications

Record Keeping

Recording/Organizing Information

Strategic Thinking

Active Listening

Decision Making

Negotiation

Education

Bachelor’s degree preferred or equivalent

Tools

Excel

Job description

Bank of America is seeking a Markets Support Specialist to provide advanced end-to-end operational support for securities, loans, and derivatives across multiple lines of business. You will coordinate processing, resolve complex issues, and drive continuous improvement to ensure timely, accurate trade lifecycle execution.

The role requires strong collaboration with Finance, Technology, and client-facing teams, with a focus on onboarding, risk controls, and leveraging AI tools to streamline