Credit Support Associate II/III- Commercial Credit

Bank of America•San Diego, CA
•$31 - $49

About The Position

The Credit Support Associate supports Credit Officers on a daily basis with underwriting, monitoring, and management of their portfolios. The role manages end-to-end processes involving credit underwriting, ongoing monitoring, and portfolio management for financing, treasury management, and traded products transactions. It serves as a primary liaison among credit teams, operations, and other business partners. The role may be filled at level II or III at the manager’s discretion.

Requirements

  • Knowledge of credit guidelines and lending procedures.
  • Experience with underwriting systems.
  • Credit documentation verification skills.
  • Knowledge of commercial lending and commercial products.
  • High school diploma, GED, secondary school, or equivalent.

Nice To Haves

  • Time management.
  • Organization.
  • Portfolio monitoring.

Responsibilities

  • Coordinate pre- and post-closing activities, including due diligence, creation of approval documents, and interaction with operations.
  • Monitor requirements by creating and clearing monitoring ticklers and sourcing financial statements and other documents required by credit agreements or other documentation.
  • Identify and resolve data quality issues.
  • Identify opportunities to improve operational efficiency.
  • Understand policies and procedures and ensure compliance.

Benefits

  • Paid time off.
  • Industry-leading benefits.
  • Annual discretionary incentive plan eligibility.
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