Operations Project Consultant - Syndicated & Corporate Lending Operations

Bank of America•Scranton, PA

18d

About The Position

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! This job is responsible for handling medium to large projects for a Line of Business that may be regional or national in scope. Key responsibilities include recommending policy and procedural changes and developing measurement criteria and project plans such as cost and resource estimates. Job expectations include working with senior management to evaluate current methods and develop strategies to implement change and improvements brought about by the project. The initial focus on this role will be to create and deliver training materials to the Syndicated & Corporate Lending Operations team. Support curriculum development, delivery and procedures for all aspects of the Syndicated & Corporate Lending Operations production teams. Position requires close interaction and partnership across multiple internal functional teams; Agency Management, Fulfillment, Assignment Desk, Global Business Services; across multiple global regions. Position also requires partnership with external groups; Operational Excellence, Technology, Legal, Risk, Compliance; for strategic initiatives. Position requires ability to understand complex loan structures and numerous systems leveraged by the Operations teams. Seeking an Operations Project Consultant/Trainer with experience in creating and delivering training materials for processes that leverage proprietary and third party vendor platforms/systems. The Ops Project Consultant will facilitate associate training sessions on changes to existing/new system functionality and/or process changes related to policy updates. This will also involve the creation and updating of procedure documents and possibly other Training and project related material (release notes, test scripts, etc.) The Ops Project Consultant will partner closely with the lines of business and project management teams to learn and understand new functionality of existing systems as well as functionality of new systems to be able to develop or update training materials and subsequently train production associates. The trainer will be responsible for developing and administering a training plan to onboard new employees and to provide training metrics, measures of success and suggestions to improve training and operations. All training sessions (for existing associates as well as new employees) will be a combination of in-person training and virtual (web-ex, telepresence, phone, etc.) The flexibility to travel to various site for training and business partner meetings is necessary. In addition, the trainer will participate in strategic initiatives as required.

Requirements

Minimum of 2 yrs. of Project Management experience
Knowledge of PowerPoint, Visio, SharePoint & MS Excel
Highly organized, adept at time management, and problem solving
Ability to work independent of direct supervision
Excellent interpersonal skills; positive attitude; team player; flexible
Successful candidates will have a creative, true hands-on approach in combination with data-driven analytical thinking skills
Effective presentation, motivation and communication skills are a must along with strong organizational and planning capabilities
Ability to articulate complex ideas clearly and simply
Ability to continually learn and become proficient in new platforms and systems as the firm’s technology needs evolve and react quickly and efficiently to production imperatives, scheduling conflicts and line of business wide rollouts

Nice To Haves

College Degree
Process mapping
Loan IQ experience
Syndicated lending experience
Experience with systems and technology conversions/integrations on a large scale
Skills: Active Listening
Attention to Detail
Collaboration
Critical Thinking
Written Communications
Decision Making
Influence
Oral Communications
Prioritization
Problem Solving
Adaptability
Customer and Client Focus
Data Management
Emotional Intelligence
Risk Management

Responsibilities

Analyzes current state processes, existing operations, procedures, and workflows and discovers pain points to develop approaches for potential solutions, including building a business case for improvement recommendations and driving the execution of implementation
Coordinates with the business to support defined project tasks, tracking deliverables and their statuses, and measuring progress against ongoing success measures
Supports partnerships with operations management to create project impact and provide direction and guidance to internal teams
Establishes and maintains relationships with relevant client stakeholders to communicate updates and escalate issues
Performs risk management activities to minimize project risks
Assists with creating and maintaining comprehensive project documentation
Leverages business knowledge to identify opportunities for improvement and supports change execution
Create training materials in support of new and existing employees
Partner closely with the line of business and project management teams to learn and understand new functionality of existing systems as well as functionality of new systems to be able to develop or update training materials.
Train associates on materials created