Ops Professional

Bank of America•Charlotte, NC

8d•Onsite

About The Position

This role provides analytical support in a Global Operations function, with a focus on Global Markets Loan Operations. The Ops Professional provides hands-on operational leadership and execution support and serves as a senior subject matter resource for assigned processes. The position focuses on high-quality, timely execution; handling complex and escalated issues; and adherence to established procedures, risk controls, and regulatory requirements. The role manages projects and supports the introduction of new initiatives, systems, products, services, and processes, coordinating expertise across operations functions and products. It also supports daily team operations, client relationships, platform usage and enhancements, new client onboarding, process improvement, and operational resilience activities. Bank of America’s stated approach is an in-office culture, with flexibility based on role-specific responsibilities and business needs.

Requirements

At least 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 Office applications, particularly Excel, including formulas, pivot tables, and data analysis.
Strong analytical, organizational, and problem-solving skills, with high attention to detail.
Excellent verbal and written communication skills and 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, including ability to identify issues, apply controls, and escalate appropriately.
Client-focused mindset and confidence supporting client-facing interactions when required.

Nice To Haves

Bachelor’s degree in a related field preferred.
Brings new thoughts and ideas to teams to drive innovation and unique solutions.
Works among diverse viewpoints to determine the best path forward.
Experience connecting with a diverse set of clients to understand future business needs; continuous learner.
Commitment to challenging the status quo and promoting positive change.
Participates in and drives collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
Values diversity to reflect, connect with, and meet the diverse needs of clients and employees around the world.

Responsibilities

Confirm loan documentation for accurate trade settlements.
Partner with Sales Associates, Traders, Research Analysts, trading counterparties, internal and external attorneys, administrative agent banks, and other internal operations groups.
Manage post-trade management and logistics, settlement pricing, and closing coordination.
Analyze and resolve highly complex operational problems.
Support ad-hoc projects for new processes or industry initiatives.
Process loans end-to-end, entering accurate data into credit and operating systems.
Provide team support and oversight for daily operational activities across assigned processes, ensuring deadlines, quality standards, and service expectations are 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 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.
Use 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 with business partners to design and evolve the operational model for 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 process improvements.
Partner with Technology, Compliance, Audit, Risk, and Finance to support audits, testing initiatives, and control assessments.
Promote collaboration, knowledge sharing, and continuous improvement within the team.