Wholesale Credit Ops Associate: Portfolio & Risk

Bank of America; Chicago (IL); On-site; USD 39,000 - 65,000; Full time

Job summary

Bank of America is seeking a Credit Analyst-style professional to support moderate to complex credit activities and risk management within commercial lending. You will assist with financial reporting, client onboarding, and coordination of credit processes across teams to ensure accurate loan documentation and timely execution.

Role requires strong organization, excellent communication, and the ability to work with internal partners to resolve issues, monitor covenants, and maintain accurate

Qualifications

• 3 years of experience in Commercial and Wholesale credit lending and portfolio management support.
• Credit Guidelines and lending procedures
• Underwriting systems
• Credit documentation verification
• Commercial Lending and Commercial products

Responsibilities

• Assist with monitoring financial reporting and onboarding of clients as the first point of engagement for client teams.
• Support coordination of the credit process with managers, teams, and operations.
• Create credit approval documents for new, renewed, and amended facilities and ensure processing in system of record.
• Review approved documents for policy compliance and resolve facility data discrepancies.
• Assist Credit Officers in daily portfolio management and respond to inquiries.

Skills

Collection Management

Customer Focus

Issue Management

Prioritization

Written Communications

Attention to Detail

Collaboration

Oral Communications

Planning

Problem Solving

Adaptability

Customer Service

Management

Mentoring

Recording/Organizing Information

Research

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree preferred or equivalent experience

Tools

Excel

Job description

Bank of America is seeking a Credit Analyst-style professional to support moderate to complex credit activities and risk management within commercial lending. You will assist with financial reporting, client onboarding, and coordination of credit processes across teams to ensure accurate loan documentation and timely execution.

Role requires strong organization, excellent communication, and the ability to work with internal partners to resolve issues, monitor covenants, and maintain accurate