Ops Professional

Bank of America; Charlotte (NC); On-site; USD 68,000 - 92,000; Full time

Job summary

Bank of America is seeking an Ops Professional Markets analyst to provide analytical support in Global Operations, focusing on lending processes and post‑trade activities. You will coordinate with Sales, Traders, Analysts and external partners to ensure accurate settlements and timely execution.

The role emphasizes data integrity, regulatory adherence, and collaboration across Technology and risk teams to drive efficiency and client satisfaction.

Qualifications

• 2+ years of lending or loans experience.
• Strong understanding of operational processes within a financial services or regulated environment.
• Demonstrated ability to lead work efforts, coordinate tasks, and support team execution in a fast paced environment.
• Advanced proficiency in Microsoft Excel (formulas, pivot tables, data analysis).
• Strong analytical, organizational, and problem solving skills with high attention to detail.
• Excellent verbal and written communication skills across all levels of the organization.
• Ability to manage multiple priorities, meet tight deadlines, and work effectively under pressure.
• Risk minded approach with the ability to identify issues, apply controls, and elevate appropriately.
• Client focused mindset with confidence in supporting client facing interactions when required.

Responsibilities

• Confirms loan documentation for accurate trade settlements.
• Partners with Sales Associates, Traders, Research Analysts, trading counterparties, internal and external attorneys, administrative agent banks, and various other internal operations groups.
• Manages post‑trade management and logistics, settlement pricing, and closing coordination.
• Analyses and resolves highly complex operational problems.
• Supports ad‑hoc projects for new processes or industry initiatives.
• Processes loans end‑to‑end with accurate data input into various credit and operating systems.
• Provide Team Support and oversight for daily operational activities across assigned processes, ensuring deadlines, quality standards, and service expectations are consistently met.
• Coordinate team workload, prioritize tasks, and support resolution of complex, escalated, and client‑impacting issues.
• Serve as the primary 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 client onboarding to the platform, including education, readiness, and transition to steady‑state operations.
• Partner with external clients to drive adoption and utilization of new system features and capabilities.
• Utilize AI and automation tools to streamline operational processes, improve efficiency, and reduce manual effort.
• Generate system enhancement ideas and partner with Technology through development, testing, and implementation.
• Participate in and support business continuity testing and resiliency exercises for supported platforms and processes.
• Work closely with 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.
• Identify process gaps, operational risks, and inefficiencies; recommend 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

Lending experience

Advanced Excel

Analytical skills

Communication

Time management

Risk awareness

Team coordination

Attention to detail

Education

Bachelor's degree preferred

Tools

Microsoft Office

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 impacting 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.

Job Description: This job is responsible for providing analytical support in a Global Operations function for one or more operations product areas. Key responsibilities include analyzing and resolving highly complex operations problems and initiatives requiring exceptional handling and coordination of multiple operational and/or product specialists to resolve.

Job expectations include managing projects and the introduction of new initiatives, systems, products, services, and processes and coordinating necessary expertise across multiple operations functions and products.

LOB Job Description: Ops Professional Markets provides hands‑on operational leadership and execution support across Global Markets Loan Operations, serving as a senior subject matter resource for assigned processes. The role focuses on driving high‑quality, timely execution, supporting complex and escalated issues, and ensuring adherence to established procedures, risk controls, and regulatory requirements.

Responsibilities

• Confirms loan documentation for accurate trade settlements
• Partners with Sales Associates, Traders, Research Analysts, trading counterparties, internal and external attorneys, administrative agent banks, and various other internal operations groups
• Manages post‑trade management and logistics, settlement pricing, and closing coordination
• Analyzes and resolves highly complex operational problems
• Supports ad‑hoc projects for new processes or industry initiatives
• Processes loans end‑to‑end with accurate data input into various credit and operating systems
• Provide Team Support and oversight for daily operational activities across assigned processes, ensuring deadlines, quality standards, and service expectations are consistently met
• Coordinate team workload, prioritize tasks, and support resolution of complex, escalated, and client‑impacting issues
• Serve as the primary 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 client onboarding to the platform, including education, readiness, and transition to steady‑state operations
• Partner with external clients to drive adoption and utilization of new system features and capabilities
• Utilize AI and automation tools to streamline operational processes, improve efficiency, and reduce manual effort
• Generate system enhancement ideas and partner with Technology through development, testing, and implementation
• Participate in and support business continuity testing and resiliency exercises for supported platforms and processes
• Work closely with 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
• Identify process gaps, operational risks, and inefficiencies; recommend 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

Required Qualifications

• 2 plus years of lending or loans experience
• Strong understanding of operational processes within a financial services or regulated environment
• Demonstrated ability to lead work efforts, coordinate tasks, and support team 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
• 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
• Risk minded approach with the ability to identify issues, apply controls, and elevate appropriately
• Client focused mindset with confidence in supporting client facing interactions when required

Desired Qualifications

• Bachelors Degree in related field preferred
• Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
• Excels in working among diverse viewpoints to determine the best path forward
• Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner
• Commitment to challenging the status quo and promoting positive change.
• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
• Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Skills

• Attention to Detail
• Critical Thinking
• Data Collection and Entry
• Recording/Organizing Information
• Research
• Fraud Management
• Interpret Relevant Laws, Rules, and Regulations
• Problem Solving
• Quality Assurance
• Risk Management
• Adaptability
• Customer and Client Focus
• Prioritization
• Result Orientation
• Written Communication

Shift: 1st shift (United States of America)

Hours Per Week: 40

Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice

Partnering Locally

Learn about some of the ways Bank of America is making a difference in the communities we serve.

Global Impact

Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates.

Opportunity and Inclusion

Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success.

Our Values

Learn about our four values that represent what we believe.

Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency

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 impacting 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.